Using the Cash Flow Center
One of the challenges many small businesses face is staying on top of their cash flow. Within QuickBooks Online, you can access several tools that will help you to stay on top of your cash flow:
- To access the Cash Flow Center, click on Dashboards and select Cash flow as shown in Figure 11.19 below:
Figure 11.19: Navigating to the Cash Flow Center
The Cash Flow Center will appear as shown below:
Figure 11.20: Cash Flow Center window
Here is a brief explanation of how this tool works:
- There are three tabs (1): Get things done, Business overview, Cash flow, and Planner. The Get things done tab has…On the Business overview tab, you will have a cash flow graph that shows all 12 months of your fiscal year. You can also link accounts and get or send money, which we will discuss below. The Cash flow tab allows you to apply for a checking account with QuickBooks. The Planner tab allows you to create real or...
