Export your Formatted Profit & Loss report from QuickBooks directly into Google Sheets, with flexible configuration options and automated updates. Customize your reports with themes, company colors, and white-label branding to create a polished, professional look.
✅ Design a Report Template ✅ Schedule Automatic Refresh ✅ Modify an Existing Template ✅ Watch G-Accon YouTube Videos
To pull your Profit & Loss data into Google Sheets, follow these steps:
Once you select Profit and Loss from the Formatted Reports dropdown, the Get Report from QuickBooks - Create a Template window opens.
Here you configure all report parameters before executing.
The Profit and Loss report supports three date range modes:
Report data is calculated based on pre-populated relative periods such as This Month, This Quarter, This Year, Last Month, and more. Ideal for recurring reports that always reflect the current period without manual date adjustments.
Define a fixed start and end date for the report. The date range remains unchanged each time the report is refreshed, making it suitable for historical snapshots or period-end reporting.
Reference cells in your Google Sheet to drive the report dates dynamically. This is useful when date inputs are controlled by a dashboard or input sheet, allowing multiple reports to be updated by changing a single cell value.
The following parameters must be configured before executing the report:
Accounting Method — choose either Accrual or Cash basis reporting.
The Settings/Preview tab gives you fine-grained control over how report data is presented in your Google Sheet. All settings are optional and can be combined to suit your reporting workflow:
Formatted Report Style Settings allow you to tailor the visual presentation of your report, ensuring it aligns with your company’s branding and reporting standards.
If you need to generate your Profit & Loss report in a currency other than your QuickBooks base currency, the Multi-Currency Converter tab lets you select a target currency and choose how exchange rates are applied.
Three options are available:
Select your target currency (e.g. EUR) and choose Use Latest Rates. Each time the report is refreshed, G-Accon will automatically fetch the most current exchange rate from its provider and apply it to all values in the report. No manual rate input is required.
Choose Use Custom Rates to manually specify an exchange rate for a particular date. You can either enter the rate directly in the converter panel, or create a dedicated tab in your Google Sheet containing custom rates — useful when you need to lock in a specific rate for audit or compliance purposes.
For reports spanning multiple periods, Use Custom Rates for Periods lets you assign a different exchange rate to each period in the report. This is essential for accurate multi-period comparisons where exchange rates fluctuated significantly — for example, in monthly or quarterly P&L reports covering a full financial year. Rates can be entered in the converter panel or managed in a dedicated Google Sheet tab.
Once your currency settings are configured, click Execute to generate the report. The converted figures will appear directly in your Google Sheet in the selected currency.
G-Accon's Automation feature lets you schedule your Profit & Loss report to refresh automatically — no manual intervention needed. You can also configure notifications to alert team members, clients, or stakeholders when a refresh completes.
To set up an automated refresh:
For full details on workflow configuration, refer to the Create Workflow documentation.
If you need to change the parameters of an existing report — for example to adjust the date range, add a comparison period, or change filters — you can edit the template directly without needing to rebuild it from scratch. You also do not need to be signed in to your QuickBooks organisation to modify or refresh a template.
