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csg-i4see-com
Level 1

Under the menu "Cash flow", the cash flow planner is missing. Where can I find this?

 
3 Comments 3
MichelleBh
Moderator

Under the menu "Cash flow", the cash flow planner is missing. Where can I find this?

Help has arrived, @csg-i4see-comI'll make sure you get to see and review your planner as soon as possible. 

 

I'm happy share some troubleshooting steps to show your cash flow planner in your QuickBooks Online without a moment's delay. 

 

You can see the planner on the Cash flow page. Ensure to choose the Money in/out for the graph to display. See the sample screenshot below for your reference. 

cash flow1.PNG

 

If the issue persists, I'd recommend logging into your account through an incognito window. Missing options in QuickBooks are typically the result of outdated or corrupted cache files in your web browser. By doing this, we can see if it's browser-related. You can use the keyboard shortcuts below: 

  

  • Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  •  Control Option (Safari)
  •  Ctrl + Shift + P (Microsoft Edge)

 

Once logged in, go back to the Cash Flow page and re-check the planner it's already visible. If you see it from there, return to your regular browser and press the CTRL+ Shift and Delete keys on their keyboard to clear the cache.

 

You can also click the small gear icon and check the appropriate transactions you want to show in the planner. 

 

To learn how to customize your cash flow and other related topics, see the following links: 

 

 

Notify me if you have a follow-up or other questions about QuickBooks cash flow. I'm happy to help you again. Be safe,csg-i4see-com.

csg-i4see-com
Level 1

Under the menu "Cash flow", the cash flow planner is missing. Where can I find this?

Thanks for the help, but that does not solve the problem. I still do not see the planner, even after following all the suggested steps.

JasroV
QuickBooks Team

Under the menu "Cash flow", the cash flow planner is missing. Where can I find this?

Thanks for the quick response and for going through the steps above, @csg-i4see-com.

 

The cash flow planner is only available in QuickBooks Online (QBO) US. I can see having this option is beneficial in running your business. As a an alternative, you can look for a third-party app that has the feature you need. Just hover to the Apps menu and browse for an app from there.

 

Once you've found one, select it and click Get app now to link it to your QBO account. In case you want to customise your reports in QBO, please feel free to utilize this link for reference: Customise reports in QuickBooks Online.

 

You can always count on me if you need more help with your QuickBooks or reports. I'll be more than happy to help you out anytime. Keep safe and have a good one!