Cash Flow Planner bulk update Overdue transactions

Thanks for bringing this to our attention, @cmiars_hvac. Let me provide some information regarding this concern.

The option to do a bulk update on your overdue transactions is unavailable. I recognize the importance of this functionality for your business needs. With that, I recommend sending feedback to our engineering team so they may consider adding this feature to the later updates.

Please know we take your suggestions seriously because we strive to provide our customers with the best possible experience. To send one, here's how:

1. Go to the Gear icon menu at the top, then select Feedback.
2. Enter your comments or product suggestions.
3. Click Next to submit one.

In the meantime, you can explore and find third-party apps that offer the functionality to make bulk updates to these transactions.

To find one, you can go to the  Apps menu:

1. Go to the Apps menu on your left navigation panel.
2. Click the Find Apps tab, then search for one.
3. Once done, choose from the lists that suit your preference.

You may also refer to this article to gain a better understanding of your business performance: How to run a Statement of Cash Flows.

Feel free to leave a reply if you have additional queries about your cash flow planner in QBO. The Community team always has your back.