How to Use The Cash Flow Planner in QuickBooks Online?
Posted on 23 February, 2024 by Alex Nelson
Cash flow forecast is the fuel that keeps things going and your business growing, with QuickBooks Desktop you can effortlessly track your cash flow in QuickBooks desktop. This article is going to help you in setting up and how to use different reports in QuickBooks Desktop. Now you can understand your cash flow better.
Steps to Track Your Cash Flow in QuickBooks Desktop
Step 1: Make sure that your data is accurate
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Ensure all your books are accurate.
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All the transactions entered in QuickBooks must make sense.
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Download bank transactions and tally them to your transactions in QuickBooks.
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Reconcile your transactions in QuickBooks and make sure that they match with your real-life bank and credit card statement.