How do I get my company's data to show up in a LiveFlow Template?

Last updated: February 9, 2026



To see your own company's data in a LiveFlow Template, simply follow these steps.

  1. Open a new Google Sheet

    1. Click Extensions > LiveFlow for QuickBooks > Get Started

  2. Select the Template you want to create

  3. Select which companies/entities you want to include - and date ranges - and Click Import Reports

  4. If you want to switch out the company/companies, you can always navigate to the live reports, designated by the green tab(s) in the bottom row of tabs

  5. To switch the company/companies, click into the LiveFlow extension and into Manage reports. From here you can click on Change company.

  6. To update the templates/reports, click Update and refresh report