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April 4, 2022
Question

I cannot find Cash Flow Planner Sub Navigation under Cash Flow on the left. We have Quickbooks Online Advanced

  • April 4, 2022
  • 1 reply
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1 reply

April 4, 2022

Hi sunny16,

 

Welcome to Community!  QuickBooks Online Advanced is a powerful program to help you spend less time on tasks and more time on growing your business.  The Cash Flow planner is a great feature to forecast money movement for future events.  I'll be happy to provide more information so you're on the right track with your work!

 

To learn more about the Cash Flow Planner and how the forecasting works, follow this link.  In the Cash Flow module you'll have two tabs, Overview and Planner.  If you're not able to access the information needed, I recommend reaching out to the Primary Admin on the account to review your user permissions.  

 

Please don't hesitate to contact us if you require additional assistance.  It would be our pleasure to work with you independently and navigate through the processes in real time to ensure you're able to reach your QuickBooks goals!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Feel free to reach back out with other questions.  We'd be glad to assist!