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Premium Template

QuickBooks Automated Financial Overview Template for Google Sheets & Excel

Get an overview of fully automated, consolidated Profit & Loss and Balance Sheet reports

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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

LIVEFLOW ON AIR

Learn how to set up this template in the video below

Template description

This template automates the generation of a financial overview, providing instant access to critical financial metrics and trends. Designed to work with Google Sheets and Excel, it's a powerful tool for quick financial health assessments. By integrating with LiveFlow, the template can automatically update with the latest financial data from QuickBooks Online, offering a continually accurate and comprehensive financial snapshot.

Key features

Automatically generates a financial overview based on live data.
Saves time on report creation and ensures up-to-date financial insights.
Streamlines financial reporting for quick decision-making.

Who can this template help?

Fractional CFOs and finance teams in startups and growth-stage companies

Use cases

Automates the generation of financial overviews, streamlining reporting processes.

Want some help getting the template up and running?

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Get started in 3 simple steps

1. Import the template

1. Request access

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2. Connect LiveFlow

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

Connect to LiveFlow

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3. Customize it

Customize the template into anything you like.

Frequently Asked Questions

Frequently Asked Questions