Premium Template

QuickBooks Board Reporting Overview Template for Google Sheets & Excel

Present your Quarterly and Annual performance in a couple of clicks. Connect your data into your spreadsheet and automatically see your actuals and variances update.

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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

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Learn how to set up this template in the video below

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Template description

This template simplifies the preparation of financial reports for board meetings, presenting key financial metrics and insights in an easily digestible format. Compatible with Google Sheets and Excel, it's crafted for executives and finance professionals. By connecting with LiveFlow, it benefits from automated financial updates from QuickBooks Online, ensuring that board reports are always current, accurate, and ready for presentation.

Key features

  • Simplifies the creation of board reports with a comprehensive financial overview.
  • Enhances communication with board members through clear and concise financial data.
  • Supports strategic discussions and decision-making with up-to-date insights.

Who can this template help?

Accountants and finance teams in SMBs

Use cases

Tracks and manages unpaid bills to improve cash flow management.

Want some help getting the template up and running?

Book a demo

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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

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Frequently Asked Questions
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Are these spreadsheet templates compatible with both Sheets and Excel?
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Frequently Asked Questions
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