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LiveFlow Consolidation - FAQ and Troubleshooting
LiveFlow Consolidation - FAQ and Troubleshooting

Here is a list of some of the frequently asked questions about LiveFlow Consolidation

Alex Finn avatar
Written by Alex Finn
Updated this week

1.) How can I map other expenses to regular expenses or vice versa in LiveFlow?

Answer: You can map an account to another category (Income to other income or Expenses to other expenses) by hovering over the account, the clicking on the three dots. - You should see an option to move that account over to another category without making a change in Quickbooks


2.) How do I manage and customize sub-accounts in LiveFlow?


​Answer: To map your expenses correctly, you can do any mapping within the Web Platform (https://app.liveflow.io).
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For reference videos, visit the LiveFlow Academy (https://academy.liveflow.io) and check the consolidation section for videos on how to map your accounts to sub-accounts you've created.
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To change the names of the sub-accounts, hover over the sub-account and you should see 3 dots. If you click on that, you'll have the option to rename it. To add more sub-accounts, click the + sign under Expenses (or any of your sub-accounts). This will create another sub-account.

3.) How do I tag accounts for that should be eliminated in the consolidation?

Answer:

  1. Create your elimination account by clicking on the plus sign next to the orange top-level account.

  2. Name your elimination account.

  3. Hover over the new elimination account and click the 3 dots on the left-hand side.

  4. Select "Mark as an elimination account".

  5. Map your accounts accordingly.

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