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MariaSoledadG
QuickBooks Team

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I'll share some information about the Cash Flow Planner's availability, duncan-quintadel.

 

QuickBooks Online (QBO) uses different reports and projections to get a clear look at your current and future business finances. Also, since this deals mainly forecasting with your money in and money out of your business, you'll want to consider entering your data first so it would show on your end.

 

To make sure that you know where you stand financially in terms of your business, your books must be accurate. Check out this article for more details: Track Your Cash Flow In QuickBooks Online.

 

However, if you've already entered your financial data, but still the Cash Flow Planner isn't showing, use a private or incognito window so we can isolate the issue. I've provided the keyboard shortcuts below:

 

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

 

Once done, If the option is already showing you can  clear your regular browser's cache and let your browsing experience start from scratch. But if you're still getting the same results, use a different browser instead.

 

Furthermore, QuickBooks offers wide range variety of reports that will show you different aspects of your business. Learn how to customise them so you'll get the data you need most: Customise Reports In QuickBooks Online.

 

Reach out to us if there's anything else that you need with cash flow. We're always right here to help you.