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 -> Create Report
Click on Select report source dropdown
Connect your QuickBooks account(s)
2) How To Import a Report
Open your Google Sheet.
Click on Extensions -> LiveFlow -> Create Report
Select any report in the Choose a report dropdown
Choose your date-range, add filters and personalize your report
Click Create Report
3) How To Refresh a Report
There are two ways to refresh a report.
Method 1: Auto-Refresh Hourly (recommended):
Open LiveFlow
Go to Manage Reports
Click Auto-refresh reports dropdown
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 your Google Sheet
Go to Extensions -> LiveFlow -> Create Report
Click on the Select report source dropdown
Click Connect Quickbooks
Connect your QuickBooks account
5) How To Disable Auto-Refresh in LiveFlow
Open Google Sheets
Click on Extensions -> LiveFlow - > Manage Reports
Select the drop down for the report you'd like to disable auto-refresh for
Toggle off Enable auto-refresh
Click Update Report
6) How To Drill Into Your Reports
Open LiveFlow
Select either Create Report or Manage Report if you would like to enable for a report that has already been created
Ensure “Enable Drill Down” is selected
Create Report or Update Report
You can now see all the underlying transactions become blue
Open the Drill Down option from the side bar menu
Use the arrow keys to navigate your transactions and see the details in the LiveFlow box
7) How To Disable Drill Down in Google Sheets
If you do not want your report to include direct links to QuickBooks, follow these steps:
Open “LiveFlow” under Google Sheets Extensions
Go to Manage Reports
Select the report you want to disable Drill Down for
Scroll to bottom of the side bar menu to find Enable Drill Down
Uncheck the box to disable Drill Down
Click Update & Refresh Report
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