Premium

QuickBooks A/R Customer Overview Template for Google Sheets & Excel

Get a live overview of your accounts receivables. Monitor on weekly basis who owes you what and which customers you need to nudge to pay their bills.

>
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form. Please try again!

What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

Template description

This live dashboard offers real-time accounts receivable management, allowing businesses to monitor outstanding invoices and customer payment trends closely. Compatible with Google Sheets and Excel, it supports proactive A/R management. Integration with LiveFlow elevates its functionality, providing live financial data updates from QuickBooks Online for always-current A/R insights.

Key features

  • Provides a detailed overview of accounts receivable by customer, aiding in cash flow management and customer relationship management
  • Supports targeted follow-up on outstanding invoices with detailed customer insights
  • Improves financial data organization and accessibility for effective A/R management

Who can this template help?

Accountants and finance professionals in B2B companies

Use cases

Offers a detailed overview of accounts receivable by customer, enabling businesses to manage cash flow effectively and maintain strong customer relationships through proactive account management.

Want some help getting the template up and running?

Book a demo
LIVEFLOW ON AIR
Live Icon

Learn how to set up this template in the video below

Arrow down

Related Templates

Get started in 3 simple steps

Google Sheets Logo

1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

See the template in a demoSee the template in a demo
LiveFlow Logo Icon

2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

Connect to LiveFlow
Google Sheets Icon

3. Customize it

Customize the template into anything you like.

See how

Give the template superpower with live data from LiveFlow

Join hundreds of accountants and finance teams automating their workflows with LiveFlow and saving hours of work every week

Frequently Asked Questions
How do I get access to this template?
FAQ ICON
Are these spreadsheet templates compatible with both Sheets and Excel?
FAQ ICON
How can I sync my QuickBooks Online data to this spreadsheet template?
FAQ ICON
Are there any resources available to learn how to use these templates effectively?
FAQ ICON
Frequently Asked Questions
How can I gain access to a premium template?
FAQ ICON
Who built this template?
FAQ ICON
How long can I access premium templates for?
FAQ ICON
Can I get help if I need it?
FAQ ICON