How to add a class to your LiveFlow P&L Monthly Dashboard

Last updated: February 9, 2026



Follow these steps

  1. Open the LiveFlow free Profit & Loss Month and Class template here

  2. Connect your QuickBooks company

  3. Select one of the class tabs and duplicate your tab through the LiveFlow extension

  4. Click Manage Reports through the LiveFlow extension and update the report to filter by the class of your choosing

  5. In the P&L Monthly Dashboard tab, adjust the data validation in Cell B17 (adjust the criteria to include your new class in cell B13)

  6. Add in the name of your new class in cell B13

  7. Your new class will be active in the dropdown