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Premium Template

QuickBooks Customer Contact List Template for Google Sheets & Excel

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

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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

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

LIVEFLOW ON AIR

Learn how to set up this template in the video below

Template description

Ideal for managing customer relationships, this template organizes contact information, transaction history, and other relevant customer data in one accessible location. Compatible with Google Sheets and Excel, it facilitates effective communication and marketing efforts. Integration with LiveFlow allows for the seamless import of customer data from QuickBooks Online, keeping the contact list current and enhancing customer relationship management.

Key features

Organizes customer contact information, transaction history, and engagement insights.
Enhances customer relationship management with accessible and detailed contact records.
Supports targeted marketing campaigns and customer communication strategies.

Who can this template help?

Sales teams and customer service departments in all sectors

Use cases

Organizes customer contact information and interaction history, enhancing relationship management and personalized communication strategies.

Want some help getting the template up and running?

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Get started in 3 simple steps

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.

Connect to LiveFlow

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3. Customize it

Customize the template into anything you like.

Frequently Asked Questions

Frequently Asked Questions