Premium Template

QuickBooks Simple Client Financial Reporting Template for Google Sheets & Excel

Create the ultimate simple client financial reporting package with this template that includes Profit & Loss, Budget vs. Actuals, Balance Sheet, A/P Aging Summary, A/R Aging Summary and Expenses by Vendor.

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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


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Learn how to set up this template in the video below

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Template description

Ideal for accounting and bookkeeping services, this template streamlines the creation of financial reports for clients, offering a simplified view of key financial metrics and statements. Compatible with Google Sheets and Excel, it enhances client communication and satisfaction. Utilizing LiveFlow integration, client financial data from QuickBooks Online can be automatically updated, ensuring timely and accurate financial reporting.

Key features

  • Simplifies financial reporting to clients with customizable templates for income statements, balance sheets, and more.
  • Enhances client communication with clear, concise financial reports.
  • Supports accounting and bookkeeping services with efficient report generation.

Who can this template help?

Accountants and finance professionals offering services to clients

Use cases

Simplifies the preparation of client financial reports, enhancing service delivery with clear and concise financial overviews.

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

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

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