Premium Template

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.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form. Please try again!
QuickBooks Customer Contact List

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


Google Sheets



Live data


Live Icon

Learn how to set up this template in the video below

Down Arrow

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?

Book a demo

Related Templates

Get started in 3 simple steps

Google Sheet Icon

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

Left to Right ArrowSee the template in a demoSee the template in a demo

2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

Down to Upper ArrowConnect to LiveFlow
Google Sheet icon

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?
Are these spreadsheet templates compatible with both Sheets and Excel?
How can I sync my QuickBooks Online data to this spreadsheet template?
Are there any resources available to learn how to use these templates effectively?
Frequently Asked Questions
How can I gain access to a premium template?
Who built this template?
How long can I access premium templates for?
Can I get help if I need it?