Can LiveFlow import a P&L by Customer from QuickBooks?

Yes! LiveFlow can easily pull in a P&L by Customer.

There are two ways you can do it!

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1 - P&L by Customer with a column for each customer

This is how the report looks like

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How to create a P&L by Customer with a column for each customer?

1. Open LiveFlow
2. Go to Create Report
3. Select a Profit & Loss report
4. Choose a date-range
5. Set Display columns by to be by Customer

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2 - P&L by Customer filtered by each customer

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How to import a P&L by Customer filtered by each customer?

1. Open LiveFlow
2. Go to Create Report
3. Select a Profit & Loss report
4. Choose a date-range
5. Set Display columns by to be by Month, Year, Quarter, or any other method you prefer
6. Click on Show Filters
7. Click on Filter by Customer/Project and select the Customer/Project to filter by

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Turn your report into a live Project/Customer Profitability Dashboard with our free template

Check out the live Project/Customer Profitability Template

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