Welcome to LiveFlow!
Here is a short and quick guide on how to get started.
Install LiveFlow Google Sheets Add-on from Google Marketplace here.
1) How To Open LiveFlow
Open your Google Sheet
Go to Extensions -> LiveFlow -> Get started
Connect your QuickBooks account(s)
2) How To Import a Report
Open your Google Sheet.
Open LiveFlow
Select a report of your choice
Click Create Live Report
3) How To Refresh a Report
There are two ways to refresh a report.
Method 1 (recommended):
Open LiveFlow
Go to Manage Reports
Set your reports to automatically refresh Every Hour
Method 2:
Go to Extensions -> LiveFlow -> Refresh All Reports
Wait a few seconds and your report will be refreshed
4) How To Connect Multiple QuickBooks accounts
Open LiveFlow
Click on "Connect Another Account"
Connect your other QuickBooks account
5) How To Disable Auto-Refresh in LiveFlow
Open LiveFlow
Go to Manage Reports
Switch the "Enable auto-refresh" toggle so that's disabled
6) How To Drill Into Your Reports
Open LiveFlow
Go to Drill Down
Click on a cell in your Google Sheet that contains QuickBooks data / blue numbers
Wait for LiveFlow to refresh
You can now see all the underlying transactions under each of your accounts
7) How To Disable Links to QuickBooks
If you do not want your report to include direct links to QuickBooks, follow these steps:
Open LiveFlow
Go to Manage Reports
Select the report you want to disable QuickBooks linking for
Click on the Disable links to QuickBooks toggle and turn it off
Click Update & Refresh to update your settings
8) How To Get 1:1 Personal Help
Send a message to us by clicking the blue icon directly in LiveFlow
Tell us more about your challenges and we will help you ASAP