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AtomGavin
October 12, 2023

I would like to add expected invoiced (current active jobs) to the cash flow forecast.

  • October 12, 2023
  • 1 reply
  • 0 views

Hi everyone,

 

I would like to add expected invoiced (current active jobs) to the cash flow forecast, however will quickbooks identify this expected income when the actual  invoiced are raised and sent and adjust or will i have to delete manually? My big concern is that we will double up and see false figures.

 

Thanks in advance 

 

Gavin   

    1 reply

    G
    GeorgiaC
    November 16, 2023

    Hi Gavin, thanks for posting on the Community

     

    Transactions manually added to the cash flow planner won't be matched when the actual sales are raised in QuickBooks, meaning you'd have to delete these after.

     

    You can see how to add, edit, and delete manual transactions on our cash flow planner guide. Get back to us below if you have any Q's!

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