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?
- Open LiveFlow
- Go to Create Report
- Select a Profit & Loss report
- Choose a date-range
- 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?
- Open LiveFlow
- Go to Create Report
- Select a Profit & Loss report
- Choose a date-range
- Set Display columns by to be by Month, Year, Quarter, or any other method you prefer
- Click on Show Filters
- 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
