Skip to main content
March 14, 2021
Question

I do not have my bank linked to QB, but I would like to see my cash flow. I have added my spences and my paid invoice. How can I do that? I cannot find a video to show me

  • March 14, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

March 14, 2021

Hello there, @contact-advisory.

 

You'll just have to perform a few tweaks to enable the said feature. I can share the needed steps to ensure your success.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Your Company, select QuickBooks labs.
  3. Select the Cash Flow Dashboard Widget radio button to enable it.
  4. Click Done.

After that, log out and then sign in again to your company to refresh and apply the changes. Then, go to your Dashboard and select the Business overview section to view the cash flow menu.

 

When you're ready, you can sign up or link your account to begin tracking the money coming in and out of your business. This way, you can review the said info on your Cash Flow menu. For more details, please check out this handy article: Get started with the Cash Flow menu.

 

For future reference, the following resources provide an overview of how the Cash Flow can help you manage the money coming in and going out of your business:

You can always get back to this thread if you have questions about QuickBooks. I’ll be around to answer them for you. Have a good one.