LiveFlow

Here is a short and quick guide on how to get started.

Install LiveFlow Google Sheets Add-on from Google Marketplace <a href="https://workspace.google.com/marketplace/app/liveflow/329923094148" rel="nofollow noopener noreferrer" target="_blank">here</a>.

Go to Extensions -&gt; LiveFlow -&gt; Create Report

Click on Select report source dropdown

Connect your QuickBooks or Xero account(s)

1. Open your Google Sheet
2. Go to Extensions -&gt; LiveFlow -&gt; Create Report
3. Click on Select report source dropdown 
4. Connect your QuickBooks or Xero account(s)

Click on Extensions -&gt; LiveFlow -&gt; Create Report

Select any report in the Choose a report dropdown

Choose your date-range, add filters and personalize your report

1. Open your Google Sheet.
2. Click on Extensions -&gt; LiveFlow -&gt; Create Report
3. Select any report in the Choose a report dropdown
4. Choose your date-range, add filters and personalize your report
5. Click Create Report
 
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Method 1: Auto-Refresh Hourly (recommended):

Click Auto-refresh reports dropdown

Set your reports to automatically refresh Every hour

1. Open LiveFlow
2. Go to Manage Reports
3. Click Auto-refresh reports dropdown
4. Set your reports to automatically refresh Every hour

Go to Extensions -&gt; LiveFlow -&gt; Refresh All Reports

Wait a few seconds and your report will be refreshed

1. Go to Extensions -&gt; LiveFlow -&gt; Refresh All Reports
2. Wait a few seconds and your report will be refreshed

4) How To Connect Multiple QuickBooks or Xero accounts

Click on the Select report source dropdown

1. Open your Google Sheet
2. Go to Extensions -&gt; LiveFlow -&gt; Create Report
3. Click on the Select report source dropdown
4. Click Connect Quickbooks or Xero
5. Connect your QuickBooks or Xero account

5) How To Disable Auto-Refresh in LiveFlow

Click on Extensions -&gt; LiveFlow - &gt; Manage Reports

Select the drop down for the report you'd like to disable auto-refresh for

1. Open Google Sheets
2. Click on Extensions -&gt; LiveFlow - &gt; Manage Reports
3. Select the drop down for the report you'd like to disable auto-refresh for
4. Toggle off Enable auto-refresh
5. Click Update Report

Select either Create Report or Manage Report if you would like to enable for a report that has already been created

Ensure “Enable Drill Down” is selected

You can now see all the underlying transactions become blue

Open the Drill Down option from the side bar menu

Use the arrow keys to navigate your transactions and see the details in the LiveFlow box

1. Open LiveFlow
2. Select either Create Report or Manage Report if you would like to enable for a report that has already been created
3. Ensure “Enable Drill Down” is selected
4. Create Report or Update Report
5. You can now see all the underlying transactions become blue
6. Open the Drill Down option from the side bar menu
7. Use the arrow keys to navigate your transactions and see the details in the LiveFlow box

7) How To Disable Drill Down in Google Sheets (Quickbooks only)

If you do not want your report to include direct links to QuickBooks, follow these steps: 

Open “LiveFlow” under Google Sheets Extensions

Select the report you want to disable Drill Down for

Scroll to bottom of the side bar menu to find Enable Drill Down

1. Open “LiveFlow” under Google Sheets Extensions
2. Go to Manage Reports
3. Select the report you want to disable Drill Down for
4. Scroll to bottom of the side bar menu to find Enable Drill Down
5. Uncheck the box to disable Drill Down
6. Click Update &amp; Refresh Report

Send a message to us by clicking the blue icon directly in LiveFlow 

Tell us more about your challenges and we will help you ASAP

1. Send a message to us by clicking the blue icon directly in LiveFlow 
2. Tell us more about your challenges and we will help you ASAP

1) How To Open LiveFlow

2) How To Import a Report

3) How To Refresh a Report

4) How To Connect Multiple QuickBooks or Xero accounts

5) How To Disable Auto-Refresh in LiveFlow

6) How To Drill Into Your Reports

7) How To Disable Drill Down in Google Sheets (Quickbooks only)

8) How To Get 1:1 Personal Help