1. I made updates to my general ledger accounts in QuickBooks or Xero. Why aren't the changes showing up in my LiveFlow report?
Answer:
If changes made in QuickBooks Online (QBO) or Xero are not reflected in your LiveFlow report, try reconnecting the QBO or Xero company in LiveFlow.
Go to the LiveFlow web app (https://app.liveflow.com) and reconnect the QuickBooks or Xero company in Settings. This will refresh the connection and update your report.
2. I'm getting an error when trying to create a report with a large data set.
Answer:
The QBO API has a limit of 400,000 cells of data per report.
To resolve this, try limiting the date range or reducing the number of columns/rows in your report.
3. My reports aren't refreshing.
Answer:
If your reports are not refreshing, try the following steps:
Shorten the date range.
Refresh one report at a time to identify any specific report causing the issue.
Add filters to reduce the size of your dataset.
Check for costly formulas or broken conditional formatting, as these can cause API timeouts.
Ensure there are no merged cells in the LiveFlow report.
4. How do I delete one of my workspaces?
Answer:
Currently, only the LiveFlow Team can delete workspaces.
Contact a LiveFlow representative for assistance with deleting a workspace.
5. How can I filter transactions by "Not Specified" in LiveFlow for Location and Class?
Answer:
Due to QBO API limitations, "Not Specified" transactions cannot be pulled directly.
A workaround is to pull the Transaction Detail report with the Class column included and identify the "Not Specified" transactions manually.
6. Will the report update if I have merged cells?
Answer:
Reports with merged cells within the LiveFlow content will not refresh.
You can merge cells outside the LiveFlow report, such as in added columns or rows above/below the report, without affecting the refresh functionality.
7. The Google Sheets LiveFlow sidebar isn't working or letting me log in.
Answer:
If the sidebar is not working, try the following:
Sign out of all Google accounts and sign back in with the account associated with LiveFlow.
Go to Extensions and reload LiveFlow.
Ensure cookies and pop-ups are allowed.
Try accessing LiveFlow in an incognito browser window.
8. Why is my template not working with Xero in LiveFlow?
Answer:
The template you are using is designed for QuickBooks Online (QBO) and is not compatible with Xero.
Solution:
Verify Template Compatibility – Ensure the template is built for Xero before using it.
Set Up a New Template – Create a new template that aligns with Xero’s data structure.
Provide Feedback – Share your experience with LiveFlow Support to help improve compatibility.
For further assistance, reach out to LiveFlow Support.