Start with a working workbook
Copy a template to your Drive, connect your QuickBooks company, and every report inside fills with your numbers — then stays current with automatic refreshes.
Profit & Loss Dashboard
A ready-made P&L dashboard built on a live Profit & Loss report — revenue, margins, and expense trends that refresh from QuickBooks on your schedule.
Cash Dashboard
Cash position and runway at a glance — built on live Cash Flow, Balance Sheet, and General Ledger reports, with A/R aging to show what’s coming in.
A/R Aging
See who owes you and how overdue it is. Customer balances bucketed by age, with a detail tab of the underlying invoices — always current with QuickBooks.
A/P Aging
Track what you owe and when it’s due. Vendor balances bucketed by age, with bill-level detail behind every number — refreshed automatically.
How templates work
- 1
Copy a template
Pick a workbook below — browse the full preview, then click “Use template” to copy it to your Google Drive.
- 2
Connect QuickBooks
Install the Runbook add-on from the sidebar prompt and connect your QuickBooks company.
- 3
Reports fill with your numbers
Runbook adopts every report in the workbook and refreshes it from QuickBooks on your schedule.
Ready to Get Started?
Install Runbook from the Google Workspace Marketplace, or book a demo to see it in action.
