Quickbooks Online P & L and Balance Sheet Summary Excel Template for Bookkeepers Trending Financial Reports Client Monthly Summary

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Product Description

Streamline your client reporting with this Excel template built specifically for bookkeepers using QuickBooks Online. *One QBO report download* Deliver a polished trending Balance Sheet and Profit & Loss summary to your clients every month. This template requires an initial setup for each client - you'll map the categories you want to appear on the report to match that client's chart of accounts. Once configured, the monthly process is quick and straightforward. ✦ WHAT'S INCLUDED 1. Macro-enable