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Reports

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!

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

This is how the report looks like

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

2 - P&L by Customer filtered by each customer

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

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

Check out the live Project/Customer Profitability Template

Learn how to do this step-by-step in the video below 👇

Do you need personal help?

Our team of real people are here to help you any time between 9am and 10pm GMT.
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Email us at: founders@liveflow.io
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Call us at +1 (415) 650-1711