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January 29, 2022
Question

My cash flow planner isn't showing up in the menu. Why not?

  • January 29, 2022
  • 1 reply
  • 0 views
Do I need to upgrade to get access to cash flow planner?

1 reply

January 31, 2022

Hi info1766,

 

Welcome to Community!  QuickBooks Online is a dynamic cloud based accounting program with everything you need to complete your daily bookkeeping tasks.  One of the many valuable features is the Cash flow planner.  I'll be happy to provide more information so you're on the right track with your work!

 

You can access the Cash flow planner from the left menu.  However, this won't be available if you've enabled Multicurrency.  If you haven't turned multicurrency on in your companyt settings and you're still not seeing it, I suggest clearing cache on your browser.  I'd also recommend logging into your account from an incognito browser or other browsers such as Edge, Firefox, Google Chrome or Safari, to see if you have the same result.

 

Here's a helpful article for your reference on how to use the Cash flow planner in QuickBooks Online.

 

If you have any other questions, please don't hesitate to reach back out.  We'd be glad to assist!