Premium Template

Collections Report Template for Google Sheets & Excel

Get a live QuickBooks Collections report using LiveFlow in Google Sheets and Excel, that updates while you sleep.

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QuickBooks Collections Report

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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 assists in managing and tracking outstanding invoices and payments, providing a detailed collections report to support efforts in reducing accounts receivable balances. Compatible with Google Sheets and Excel, it enhances collections processes. By integrating with LiveFlow, the template benefits from real-time updates of receivables data from QuickBooks Online, aiding in effective collections management.

Key features

  • Manages and tracks collections efforts for outstanding invoices and receivables.
  • Enhances cash flow management with detailed insights into collections status and efficiency.
  • Supports proactive receivables management with actionable collections data.

Who can this template help?

Credit managers and finance teams in businesses offering credit terms to customers

Use cases

Manages and tracks collections efforts, supporting effective receivables management and cash flow optimization.

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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