Basic Template

Uncategorized Transactions Organizer for Google Sheets

Uncategorized Transactions Organizer for Google Sheets

Account for all uncategorized transactions faster and easier than ever before and monitor on a periodic basis.

Account for all uncategorized transactions faster and easier than ever before and monitor on a periodic basis.

Compatible with

Integrations

Live Data

Template Description

Designed to help finance teams and accountants categorize uncategorized transactions, this template simplifies bookkeeping and ensures accurate financial records. Compatible with Google Sheets and Excel, it streamlines the organization of financial data. Though it operates effectively on its own, integrating with LiveFlow allows for automated updates from QuickBooks Online, ensuring that all transactions are up to date and correctly categorized.

Who can this template help?

Accountants in SMBs and freelance finance professionals managing client accounts

Use cases

Streamlines the organization of uncategorized transactions, improving the accuracy of financial reports and tax filings.

Get Started in 3 Simple Steps

01

Request Access

Book a demo to unlock your Consolidation Benchmarking Template.

02

Connect LiveFlow

Sync your QuickBooks, Xero, or ERP data directly into Excel or Google Sheets.

03

Customize It

Adjust the template to your exact reporting needs without breaking formulas.

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

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