Summary P&L

This summary Profit & Loss report provides a management or board-level view of your detailed QuickBooks P&L. It also provides comparisons year-over-year comparisons both an a year-to-date (YTD) and trailing-twelve month (YTD) basis. First edit the company (using Retriever or manually importing data), then categorize the accounts of the detailed Profit & Loss into the management accounts provided (e.g. Revenue, COGS, Gross Profit, S&M, R&D, G&A, etc.).

To use this template with your own QuickBooks financial data, start by installing the Retriever app. If you've already done that, you can open the Google Sheet template.

Get the template:

Open in Google Sheets

Recommended for:

Accountant

CFO

Fractional CFO

FP&A

Small Business Owner

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If you have any questions or would like to speak with a human, please reach out to me at aubrey@retrieverhq.com.

Get the template:

Open in Google Sheets