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2 | How to use this template? | |||||||||||||||||
3 | 1) Import your P&L reports by installing LiveFlow. Then go to "Extensions" -> LiveFlow -> and connect all your QuickBook entities | |||||||||||||||||
4 | 2) Connect your Google Sheet to your QuickBooks and Go to Manage Reports -> P&L reports by respective entities -> Select your company -> Update and Refresh Report | |||||||||||||||||
5 | ||||||||||||||||||
6 | Enter the currency of your parent entity -> | USD | ||||||||||||||||
7 | Enter the currency of your 2nd entity (subsidiary) -> | CAD | Last Updated • | 02/06/2025 10:27:52 | ||||||||||||||
8 | Enter the currency of your 3rd entity (subsidiary) -> | USD | ||||||||||||||||
9 | Enter the currency of your 4th entity (subsidiary) -> | USD | ||||||||||||||||
10 | ||||||||||||||||||
11 | -> Check out this step-by-step tutorial on how to set up this Consolidated P&L Dashboard 📹 🔥 | Choose Month -> | Dec 2023 | |||||||||||||||
12 | ||||||||||||||||||
13 | Monthly Average Exchange Rate between the subsidiary currency and USD -> | 1 | 1 | 1 | 1 | |||||||||||||
14 | ||||||||||||||||||
15 | Consolidated P&L Dashboard | Entity 1 | Entity 2 | Entity 3 | Entity 4 | Total | ||||||||||||
16 | Income | |||||||||||||||||
17 | 4001 Online Sales | $100,000 | $0 | $100,000 | $100,000 | $300,000 | ||||||||||||
18 | 4001 Residential Property Sale | $0 | $110,900 | $0 | $0 | $110,900 | ||||||||||||
19 | 4002 Commercial Property Sale | $0 | $29,500 | $0 | $0 | $29,500 | ||||||||||||
20 | 4002 Retail Sales | $80,000 | $0 | $80,000 | $80,000 | $240,000 | ||||||||||||
21 | 4003 SaaS | $15,000 | $0 | $15,000 | $15,000 | $45,000 | ||||||||||||
22 | 4013 Services | $83,465 | $0 | $83,465 | $83,465 | $250,394 | ||||||||||||
23 | Total Income | $278,465 | $140,400 | $278,465 | $278,465 | $975,794 | ||||||||||||
24 | Cost Of Goods Sold | $0 | $0 | $0 | $0 | $0 | ||||||||||||
25 | 5000 Cost of Goods Sold | $0 | $0 | $0 | $0 | $0 | ||||||||||||
26 | 5010 Residential Property Purchase | $0 | $6,373 | $0 | $0 | $6,373 | ||||||||||||
27 | 5010 T-Shirts | $20,000 | $0 | $20,000 | $20,000 | $60,000 | ||||||||||||
28 | 5020 Commercial Property Purchase | $0 | $6,370 | $0 | $0 | $6,370 | ||||||||||||
29 | 5020 Shoes | $0 | $0 | $0 | $0 | $0 | ||||||||||||
30 | 5030 Delivery Fees | $0 | $0 | $0 | $0 | $0 | ||||||||||||
31 | 5030 Property Utilities | $0 | $2,787 | $0 | $0 | $2,787 | ||||||||||||
32 | 5040 Property Holding Costs | $0 | $3,706 | $0 | $0 | $3,706 | ||||||||||||
33 | 5050 Property Buying Costs | $0 | $3,710 | $0 | $0 | $3,710 | ||||||||||||
34 | 5060 Property Insurance | $0 | $3,714 | $0 | $0 | $3,714 | ||||||||||||
35 | 5070 Property Selling Costs | $0 | $2,778 | $0 | $0 | $2,778 | ||||||||||||
36 | 5080 Property Legal Fees | $0 | $2,781 | $0 | $0 | $2,781 | ||||||||||||
37 | 5090 Property Interest | $0 | $2,784 | $0 | $0 | $2,784 | ||||||||||||
38 | Total Cost of Goods Sold | $20,000 | $35,003 | $20,000 | $20,000 | $95,003 | ||||||||||||
39 | Gross Profit | $258,465 | $105,397 | $258,465 | $258,465 | $880,791 | ||||||||||||
40 | Expenses | $0 | $0 | $0 | $0 | $0 | ||||||||||||
41 | 6010 Online Marketing | $103,000 | $3,610 | $103,000 | $103,000 | $312,610 | ||||||||||||
42 | 6020 Subscriptions | $18,110 | $3,606 | $18,110 | $18,110 | $57,936 | ||||||||||||
43 | 6030 Travel Expenses | $38,110 | $3,614 | $38,110 | $38,110 | $117,944 | ||||||||||||
44 | 6031 Flights | $0 | $0 | $0 | $0 | $0 | ||||||||||||
45 | 6040 Computers & Equipment | $34,110 | $2,709 | $34,110 | $34,110 | $105,039 | ||||||||||||
46 | 6050 Payroll | $0 | $0 | $0 | $0 | $0 | ||||||||||||
47 | 6060 Office | $56,110 | $2,703 | $56,110 | $56,110 | $171,033 | ||||||||||||
48 | 6070 Professional Services | $0 | $2,706 | $0 | $0 | $2,706 | ||||||||||||
49 | 6080 Legal | $3,800 | $0 | $3,800 | $3,800 | $11,400 | ||||||||||||
50 | 6090 Depreciation | $20,000 | $0 | $20,000 | $20,000 | $60,000 | ||||||||||||
51 | 6700 Uncategorized Expense | $0 | $0 | $0 | $0 | $0 | ||||||||||||
52 | Building & property rent | $0 | $2,712 | $0 | $0 | $2,712 | ||||||||||||
53 | Total Expenses | $273,240 | $21,660 | $273,240 | $273,240 | $841,380 | ||||||||||||
54 | Net Operating Income | -$14,775 | $83,737 | -$14,775 | -$14,775 | $39,411 | ||||||||||||
55 | Other Income | $0 | $0 | $0 | $0 | $0 | ||||||||||||
56 | 4020 Interest Earned | $500 | $0 | $500 | $500 | $1,500 | ||||||||||||
57 | 4030 One-Off Income | $500 | $0 | $500 | $500 | $1,500 | ||||||||||||
58 | Total Other Income | $1,000 | $0 | $1,000 | $1,000 | $3,000 | ||||||||||||
59 | Other Expenses | $0 | $0 | $0 | $0 | $0 | ||||||||||||
60 | 9001 Home Office | $500 | $0 | $500 | $500 | $1,500 | ||||||||||||
61 | 9100 Depreciation Really | $0 | $0 | $0 | $0 | $0 | ||||||||||||
62 | Total Other Expenses | $500 | $0 | $500 | $500 | $1,500 | ||||||||||||
63 | Net Other Income | $500 | $0 | $500 | $500 | $1,500 | ||||||||||||
64 | Net Income | -$14,275 | $83,737 | -$14,275 | -$14,275 | $40,911 | ||||||||||||
65 | $0 | |||||||||||||||||
66 | $0 | |||||||||||||||||
67 | $0 | |||||||||||||||||
68 | $0 | |||||||||||||||||
69 | $0 | |||||||||||||||||
70 | $0 | |||||||||||||||||
71 | $0 | |||||||||||||||||
72 | $0 | |||||||||||||||||
73 | $0 | |||||||||||||||||
74 | $0 | |||||||||||||||||
75 | $0 | |||||||||||||||||
76 | $0 | |||||||||||||||||
77 | $0 | |||||||||||||||||
78 | $0 | |||||||||||||||||
79 | $0 | |||||||||||||||||
80 | $0 | |||||||||||||||||
81 | $0 | |||||||||||||||||
82 | $0 | |||||||||||||||||
83 | $0 | |||||||||||||||||
84 | $0 | |||||||||||||||||
85 | $0 | |||||||||||||||||
86 | $0 | |||||||||||||||||
87 | $0 | |||||||||||||||||
88 | $0 | |||||||||||||||||
89 | $0 | |||||||||||||||||
90 | $0 | |||||||||||||||||
91 | $0 | |||||||||||||||||
92 | $0 | |||||||||||||||||
93 | $0 | |||||||||||||||||
94 | $0 | |||||||||||||||||
95 | $0 | |||||||||||||||||
96 | $0 | |||||||||||||||||
97 | $0 | |||||||||||||||||
98 | $0 | |||||||||||||||||
99 | $0 | |||||||||||||||||
100 | $0 |