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a-omar-springyun
May 16, 2021
Question

I can't seem to find the cash flow planner in my account, and it is not available in the quickbox labs tab.. is multicurrency setup the reason for this?

  • May 16, 2021
  • 3 replies
  • 0 views
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3 replies

MadelynC
May 16, 2021

I’m here to share some details concerning the cash flow planner in QuickBooks, @a-omar-springyun.


Yes, you’re correct. The cash flow planner is inaccessible once the Multicurrency is turned on. Credit cards and manually entered transactions are also not included in the cash flow planner chart.


Meanwhile, I've attached some articles you can use to learn about the Cash flow feature in QuickBooks:

 


If you have other questions or concerns about the cash flow planner, please let me know. I’ll be here anytime to help. Have a good one!

Smarthome Panama
July 8, 2021

Will this feature be available anytime for multicurrency accounts?  If this is not the case what is the best way to migrate to a non multicurrency account?

GlinetteC
July 8, 2021

Thanks for joining this thread, Smarthome Panama.

 

You can only add the transactions to a non-multicurrency account manually. The + New button above the Dashboard menu will show you the list of transactions you can create in the system. Here's how:

 

  1. Click the + New option in the upper-left corner.
  2. Select the transaction you want to create manually. 

 

If you need tips and related articles in managing your account, you can check out our QuickBooks Community help website.

 

Feel free to get back to me if you have any further questions about managing your data. I'll be glad to help.

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