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Can LiveFlow import a P&L by Customer from QuickBooks
Can LiveFlow import a P&L by Customer from QuickBooks

LiveFlow can easily pull in a P&L by customer utilizing one of two methods of your choosing

Sahaj Singh avatar
Written by Sahaj Singh
Updated over a week ago

Yes! LiveFlow can easily pull in a P&L by Customer.

There are two ways you can do it!

1 - P&L by Customer with a column for each customer

This is how the report looks like

How to create a P&L by Customer with a column for each customer?

  1. Open LiveFlow

  2. Go to Create Report

  3. Select a Profit & Loss report

  4. Choose a date-range

  5. Set Display columns by to be by Customer

2 - P&L by Customer filtered by each customer

How to import a P&L by Customer filtered by each customer?

  1. Open LiveFlow

  2. Go to Create Report

  3. Select a Profit & Loss report

  4. Choose a date-range

  5. Set Display columns by to be by Month, Year, Quarter, or any other method you prefer

  6. Click on Show Filters

  7. Click on Filter by Customer/Project and select the Customer/Project to filter by

Turn your report into a live Project/Customer Profitability Dashboard with our free template

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