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Carol 93
Apr 28, 2021 2:01 PM UTC
Solved

Why is the Cash flow planner not shown to me?

In the cash flow tab two options appear, Overview as QuickBooks Cash. but tha cash flow planner is not shown.

 

 

katherinejoyceO
katherinejoyceOAnswer
Apr 28, 2021 3:50 PM UTC

Hi there, @Carol 93. 

 

Thanks for the screenshot you've shared. Let's ensure you turned on the Cashflow feature so it will appear on your account. 

 

Here's how: 

 

  1. Go to the Settings menu. 
  2. Click the QuickBooks Labs. 
  3. Toggle the Cashflow dashboard widget ON. 

 

In case you've already turned it on and still unable to see it, I'd recommend clearing your browser's cache. This will quickly fix a browser-related issue such as unable to load specific pages in QuickBooks, unable to view options and features, or your browser is taking an unusually long time to download forms.

 

Then, close the browser down reload it and log back into your Quickbooks account. 

 

For future reference, connect your bank and credit card accounts so QuickBooks can predict your cash flow.

 

Let me know how it goes, @Carol 93. I'd be delighted to help you some more. Take care!

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6 replies

katherinejoyceO
katherinejoyceOAnswer
Apr 28, 2021 3:50 PM UTC

Hi there, @Carol 93. 

 

Thanks for the screenshot you've shared. Let's ensure you turned on the Cashflow feature so it will appear on your account. 

 

Here's how: 

 

  1. Go to the Settings menu. 
  2. Click the QuickBooks Labs. 
  3. Toggle the Cashflow dashboard widget ON. 

 

In case you've already turned it on and still unable to see it, I'd recommend clearing your browser's cache. This will quickly fix a browser-related issue such as unable to load specific pages in QuickBooks, unable to view options and features, or your browser is taking an unusually long time to download forms.

 

Then, close the browser down reload it and log back into your Quickbooks account. 

 

For future reference, connect your bank and credit card accounts so QuickBooks can predict your cash flow.

 

Let me know how it goes, @Carol 93. I'd be delighted to help you some more. Take care!

Carol 93Author
Apr 29, 2021 12:43 PM UTC

Hi Katherine,

Thanks for the response.

I don't have tha cash flow option in the quick books lab. This is what is shown to me (image below). There's only Quickbooks Themes, Import Style and Turn on community reports.

 

 

 

 

RCV
Apr 29, 2021 2:04 PM UTC

This is not the impression we want you to experience when using QuickBooks Online (QBO), Carol 93.

 

I appreciate you for coming back and provided us a screenshot. There are times when a browser's cache data becomes full of frequent access to web pages or damaged. This causes odd behavior when setting up the Cashflow feature. To better isolate this issue, let's try signing in to QBO using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues. Here's how:

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Option + P

 

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption, however, removing this should fix the issue. You can also use supported, up-to-date browsers to roll out the possibility of a browser-related issue. 

 

If the problem persists, we recommend contacting our Customer Support Team. They'll pull up your account in a secure environment and help you with this one. You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one. Here's how:

  1. Go to the Help icon on the top right. 
  2. Enter your concern in the search field.
  3. Choose Talk to a human.
  4. Click the OK. To get you to the right human, in a few words, tell me what you need help with option and tap I still need a human. 
  5. Press Contact us.
  6. Tick Continue. 
  7. Choose Message an agent or Get a callback.

 

Feel free to visit our Account management page for more insights about managing your Intuit Account. 

 

I'd like to know how you get on after trying the steps or after contacting our support, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Take care always.

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