CashFlowTool FAQ

• Are purchase orders and sales orders from QuickBooks in CashFlowTool?
• Can I get a demo of CashFlowTool?
• Does CashFlowTool work for businesses and accountants?
• Does CashFlowTool work with QuickBooks Desktop?
• Do you offer a free trial?
• Do you offer email support?
• Do you offer phone support?

See all articles in CashFlowTool - General →

• Can I add multiple businesses?
• Does CashFlowTool Lite work with QuickBooks Online and QuickBooks Desktop?
• Is the Lite version a trial?
• What is the difference between CashFlowTool Lite and CashFlowTool Pro?
• When I am trying out CashFlowTool Pro using one of my unlocks, can I invite other users?

• Getting Started with Ace Cloud Hosting

• Getting Started with Right Networks
• Troubleshooting Right Networks Finagraph Connect setup
• Unable to sync or connect and zero progress shown when using Internet Explorer

• Can I add manually added transactions to the forecast?
• Can I exclude a bank account from the cash flow forecast?
• How many months in the future do you forecast?
• What is the difference between the Customers + Vendors I see in CashFlowTool vs. QuickBooks?

• Overdue invoices not shown
• Some invoices appear to be missing from historical chart view

• How do I change or update my credit card used in CashFlowTool?
• What if I own multiple businesses?

• Do you support Right Networks hosting provider?
• Finagraph Connect is not shown after performing the automatic update
• How does syncing with QuickBooks desktop work?
• The Finagraph Connect icon in the system tray does not display after opening the company file
• Update required continues to display even after updating
• Windows Defender displays a Windows Protected PC message when running FinagraphConnect.MSI setup
• You receive a message "an issue occurred when connecting to your company file"

• Error 400 shown when trying to update financials and connect to QuickBooks Online
• What if linking fails? Please try again error shown when trying to update a business using QuickBooks Online
• When connecting to QuickBooks Online, pressing the Connect button doesn't do anything
• When connecting to QuickBooks Online you receive an error message saying "We're Sorry"

• How to switch from Pro to Lite plan
• The Update Financials button is disabled and cannot sync with QuickBooks