Premium Template

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.

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QuickBooks A/R Customer Overview

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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


Google Sheets



Live data


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Learn how to set up this template in the video below

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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?

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Get started in 3 simple steps

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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

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2. Connect LiveFlow

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

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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

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