Live reports that your clients will love

Premium Template

QuickBooks Client Financial Reporting Template for Google Sheets & Excel

Create the ultimate client month-end reporting package with this template that includes P&L, YoY & MoM Growth and Budget vs. Actuals 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

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Learn how to set up this template in the video below

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Template description

Designed to simplify financial reporting to clients, this template ensures clear, concise, and comprehensive financial statements. With compatibility for Google Sheets and Excel, it supports diverse operational needs. Integrating with LiveFlow not only streamlines the reporting process but also ensures the data is continuously updated from QuickBooks Online, enhancing client trust and satisfaction.

Key features

  • Streamlines financial reporting to clients, customizable to meet specific client needs and preferences
  • Improves client satisfaction and engagement with clear, concise, and informative financial summaries
  • Saves time on report generation with automated data integration from QuickBooks Online

Who can this template help?

Accountants and finance teams in service-based businesses, such as marketing agencies

Use cases

Streamlines the creation of detailed financial reports for clients, enhancing transparency and trust.

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

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?
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Are these spreadsheet templates compatible with both Sheets and Excel?
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How can I sync my QuickBooks Online data to this spreadsheet template?
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Are there any resources available to learn how to use these templates effectively?
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Frequently Asked Questions
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