Step 1: Access the LiveFlow Web App
Open your web browser and go to https://app.liveflow.com.
Log in with your credentials if prompted.
Step 2: Select Your Workspace
Once logged in, choose the workspace where you'd like to create the rollup.
Workspaces are listed in the workspace dropdown underneath the LiveFlow logo
Ensure you are connected to QuickBooks or Xero.
Step 3: Navigate to the Account Rollup Tab
In the sidebar, click on the Account Rollup tab.
This will take you to the rollup management section.
Step 4: Create a New Rollup
Click on the Create New Rollup button.
Select the company you want to create a rollup for from the list provided.
Click the Create Rollup button to finalize the setup.
And that's it! You've successfully created a single entity account rollup in LiveFlow.