Yes! LiveFlow can easily pull in a P&L by Customer.
There are two ways you can do it!
1 - P&L by Customer with a column for each customer
This is how the report looks like
How to create a P&L by Customer with a column for each customer?
Open LiveFlow
Go to Create Report
Select a Profit & Loss report
Choose a date-range
Set Display columns by to be by Customer
2 - P&L by Customer filtered by each customer
How to import a P&L by Customer filtered by each customer?
Open LiveFlow
Go to Create Report
Select a Profit & Loss report
Choose a date-range
Set Display columns by to be by Month, Year, Quarter, or any other method you prefer
Click on Show Filters
Click on Filter by Customer/Project and select the Customer/Project to filter by
Turn your report into a live Project/Customer Profitability Dashboard with our free template
Check out the live Project/Customer Profitability Template
Trial Balance Report
Question: When running Trial Balance and selecting columns By Month, it errors or still just gives Debit/Credit columns. It doesn't show by month.
Answer: Here are a couple possible reasons why it did not work for your report:
The source doesn’t support Monthly Columns: If the source files don’t include period-level (monthly) data, even if LiveFlow lets you choose the option, LiveFlow cannot split them into months, so the report stays in a single column.
Columns by Month” Only Works With “Periods” Data: Make sure the data you're pulling is the period Trial Balance, not the End Balance or YTD balance.
The QBO API for that file returned an incomplete dataset: If LiveFlow receives:
Zeroed month columns
Missing month data
A dataset where QBO only provides a final balance
This makes LiveFlow revert to a single column.