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Premium Template

QuickBooks YTD Financial Overview Template for Google Sheets & Excel

Get our Year To Date Profit and Loss and Balance Sheet template that helps you to quickly determine profitability and financial position of the business.

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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

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

LIVEFLOW ON AIR

Learn how to set up this template in the video below

Template description

This template provides a comprehensive year-to-date (YTD) financial overview, enabling businesses to track their financial performance over the current fiscal year. It's designed for seamless compatibility with Google Sheets and Excel, facilitating broad accessibility. While effective as a standalone tool, linking it with LiveFlow offers the advantage of real-time financial data updates from QuickBooks Online, ensuring an always-updated financial picture.

Key features

Provides a comprehensive year-to-date financial summary, integrating key financial metrics for holistic analysis
Facilitates strategic planning with insights into overall financial performance
Enhances stakeholder reporting with consolidated financial data

Who can this template help?

Fractional CFOs and finance teams in growth-stage companies across industries

Use cases

Offers a comprehensive view of year-to-date financial performance, supporting strategic planning and investment decisions.

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