Premium Template

QuickBooks Monthly & YTD P&L Comparison Template for Google Sheets & Excel

Get a live overview of your Profit & Loss and Balance Sheet by comparing with the previous year to see how you are growing and build the comparative financial model.

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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 template facilitates the comparison of monthly and year-to-date profit and loss (P&L) figures, aiding in financial trend analysis and strategic planning. It's compatible with Google Sheets and Excel, allowing for flexible access. While effective as a standalone tool, its functionality expands with LiveFlow, enabling automatic syncing with QuickBooks Online for the latest financial metrics.

Key features

  • Enables side-by-side comparison of monthly and year-to-date profit and loss statements
  • Identifies financial trends and performance shifts, aiding in swift strategic adjustments
  • Enhances reporting accuracy and supports detailed financial analysis

Who can this template help?

Accountants and finance teams in retail and hospitality businesses

Use cases

Facilitates detailed tracking of profitability trends and performance over time, crucial for seasonal businesses.

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.

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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.

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Frequently Asked Questions
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