Run departmental P&L while keeping central control

Premium Template

QuickBooks P&L Monthly & Class Report Template for Google Sheets & Excel

Get a live overview of your P&L, broken down by month and by classes. A class can be used as a department, location, unit, or other.

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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.

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Template description

Tailored for detailed profit and loss analysis, this template breaks down financial performance by month and class, offering insights into revenue and expense trends across different segments of the business. Compatible with both Google Sheets and Excel, it serves as a critical tool for nuanced financial review. Integration with LiveFlow enhances its utility by providing real-time P&L data from QuickBooks Online, facilitating precise and segmented financial analysis.

Key features

  • Enables month-over-month profit and loss reporting by class for detailed financial analysis.
  • Facilitates performance tracking across different business segments or departments.
  • Enhances understanding of revenue and expense trends within specific classes.

Who can this template help?

Accountants in businesses with multiple revenue streams or departments

Use cases

Facilitates detailed monthly profit and loss reporting by class or department, aiding in performance tracking and resource allocation decisions across diverse business units.

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Get started in 3 simple steps

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1. Import the template

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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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