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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Giovann_G
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Welcome to the Community, FPO.

 

Yes, it's possible. You'll have control over the data you see in your planner. All you need to do is customize it. I'll show you how.

 

  1. Go to the Cash Flow menu, then select Planner.
  2. On the planner page, select the small gear ⚙ icon.Capture.PNG
  3. Select your preference.
    • In the Linked accounts section, you can select accounts that will show in the cash balance and in the money in and money out chart. If you don’t see an account listed, select the plus + icon to make sure it’s available. 
    • In the QuickBooks section,  you can select the QuickBooks transaction types you wish to see on your chart. Each of its transactions imports from QuickBooks (such as future-dated invoices or bills) and analyzes to generate predicted items on the planner in the future.
    • In the Threshold section, you can keep a cash buffer of a certain amount on hand that will appear on the chart to help you visualize your cash threshold.
  4. Select Save.

 

Check out this article for more details: Use the cash flow planner in QuickBooks Online.

 

Here are some additional useful sources you can read about the said feature:

 

 

Drop a comment below if you need anything else. I'm here to do everything I can to help you. Take care and stay safe.

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