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RachelB4
June 22, 2020
Question

use the cash flow projection tool.

  • June 22, 2020
  • 1 reply
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I would like to use the cash flow projection tool. I have a graph, but no menu has appeared to allow me to add/delete any transactions. Do I need to activate something?

1 reply

MaryLandT
MaryLandT
June 22, 2020

Thanks for the screenshot, RachelB4,

 

You'll need to pull up a report to see transactions and delete them from there. The Cash Flow tool on the Dashboard will only show data from the linked accounts.

 

You may refer to the Getting to know your new cash flow page and choose the exact report you need. It provides instructions and detailed steps for your guidance.

 

I've also added this link, An introduction to the home dashboard to learn more about QuickBooks Online dashboard.

 

Keep me posted if there's anything else I can help you today. I'm always right here to help.

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