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April 18, 2024
Question

Does QBO create projected balance sheets & cash flow statements to accompany projected Budgets?

  • April 18, 2024
  • 1 reply
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We did extensive budgets for the rest of this year and next year.  How does QBO create and show the resulting projected balance sheets/financial positions?  The Cash Flow Planner is not what I have in mind.

1 reply

April 18, 2024

Thanks for reaching out with this kind of concern, Houston.

 

The feature of having the pro forma or projected Balance Sheet and Statement of Cash Flows in QuickBooks Online is unavailable. I suggest utilizing a third-party application that helps you achieve your goal.

 

  1. Go to your QuickBooks Online account.
  2. On the left panel, select App.
  3. Under Find Apps, search for a third-party app.

 

 I'll be attaching these articles to guide you in knowing the use of creating financial projects:

 

 

Additionally, check this article to help you if you need to run a report: Run reports in QuickBooks Online.

 

Please know that we're always here to help you if you have other queries about financial statements. Have a good one.