Subscriptions

• How to switch from Pro to Lite plan

  If you were on the CashFlowTool Pro plan you can switch to the CashFlowTool Lite plan by following these steps. 1.  Select the business 2.  Select the Gear icon next to the business name 3.  Select the Payment tab 4.  Switch from the Pro or Pro+ plan to the new Lite plan If you run into a...

• The Update Financials button is disabled and cannot sync with QuickBooks

  After you trial has ended, the Update Financials button is disabled.  If your business is on the the Pro or Pro+ plan, you can switch to the free Lite plan and re-enable linking. To switch plans, select the gear icon next to the business you want to update. If you are on the Accountant Starter,...