Premium Template

QuickBooks Quarterly Financial Overview Template for Google Sheets & Excel

With our Quarterly Profit & Loss and Balance Sheet template, you can get a live overview of your financial performance, so you can make the best decisions for your business.

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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



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Learn how to set up this template in the video below

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Template description

This template provides a comprehensive overview of quarterly financial performance, including key metrics and trends essential for periodic reporting and analysis. Compatible with Google Sheets and Excel, it supports the needs of finance teams and executives. Linking with LiveFlow facilitates automatic quarterly updates from QuickBooks Online, ensuring a timely and accurate financial review each quarter.

Key features

  • Provides a quarterly snapshot of financial performance and key metrics.
  • Supports periodic financial reviews and strategic adjustments.
  • Facilitates timely insights into financial trends and performance indicators.

Who can this template help?

Finance departments and executives in medium to large enterprises

Use cases

Provides a quarterly snapshot of financial performance, aiding in periodic review and strategy adjustment.

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Get started in 3 simple steps

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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.

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3. Customize it

Customize the template into anything you like.

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