Skip to main content
November 26, 2022
Question

How do I see one of my linked accounts in the cash flow forecast in the business overview page

  • November 26, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

November 28, 2022

Hi there, 

 

Welcome to the QuickBooks Community. QuickBooks offers the flexibility you need in order to manage your accounting with ease. I'll be happy to share more details and help make sure you're on the right path. 

 

In order to see your linked accounts, navigate to Business overview or Cash flow, then select Plan. In the Linked accounts section, you can select accounts that will show in the cash balance and in the money in and money out chart. If you don’t see an account listed, select the plus + icon to make sure it’s available. I recommend trying this while using a private/incognito window to ensure you're not having a browser display issue. 

 

Otherwise, let me know if this info helps. I'll be one message away in case you need anything else.