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Why does LiveFlow overwrite the formatting of my report when I refresh it?
Why does LiveFlow overwrite the formatting of my report when I refresh it?

LiveFlow sometimes overwrites your formatting to provide consistency and reliability in how your reports are displayed and refreshed

Alex Finn avatar
Written by Alex Finn
Updated over 3 months ago

Which formatting does LiveFlow overwrite?

Cell values

If you make changes to a cell in Google Sheets after importing your report, then we will overwrite that change the next time you refresh your report.

Details

  • The numbers you import to Google Sheets should always match the numbers you would see for the same report in QuickBooks Online

  • The same applies for non-number values like row and column labels

Number formats

If you make changes to the number format of any cell in your report, then we will overwrite that change the next time you refresh your report.

Details

  • The currency values shown in your report should be represented consistently throughout

  • The same goes for other numerical and percentage values

Alternating row colors

If you make changes to the background color of any cell in the report, then that change may conflict with the alternating rows rule that we maintain.

Conditional formatting

If you make changes to the conditional formatting we apply (i.e. by red negative numbers), then that might revert back to its initial stage when you refresh.

You can fix this by creating a separate Google Sheet tab, and use formulas to bring in your data. If you do that, all the conditional formatting you create will remain in place when you refresh.

Text alignment

If you make changes to the horizontal or vertical alignment in cells, then we will overwrite those changes the next time you refresh your report.

Details

  • All cells are vertically aligned in the center for legibility and balance

  • All numerical columns are horizontally aligned to the right for better readability

  • All other columns are left-aligned

Font weight

If you toggle a cell in your report from bold to not-bold, or vice-versa, then we will overwrite that change the next time you refresh your report.

Details

  • Column headers should always be bold

  • All cells in rows describing totals or subtotals should always be bold

  • All cells in all other rows should not be bold

Text color

If you change the color of the text in a cell, then we will overwrite that change the next time you refresh your report.

We are exploring avenues without controlling text color so tightly, but for now the guidance still applies

Details

  • We show negative numbers in red

  • We highlight cells that support our Drill down feature with navy text

Borders

If you change the borders of any cell in the report, then we will overwrite that change the next time you refresh your report.

Details

  • Column headers should always be bottom-bordered

  • Rows describing totals or subtotals should always have a top-border

  • Where column groups are used, we use left- and right-borders to delineate those groups

Keep my Chosen Font button

  • You can keep your chosen font and some formatting by toggling on the "Keep my chosen font" button in the formatting tab

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