Welcome to LiveFlow!
Here is a short and quick guide on how to get started.
Step 1: Install LiveFlow
Install the LiveFlow Google Sheets Add-on from the Google Workspace Marketplace.
Step 2: Open LiveFlow
Open your Google Sheet
Go to Extensions → LiveFlow → Create Report
Click Select report source
Connect your QuickBooks or Xero account
Step 3: Import a Report
Go to Extensions → LiveFlow → Create Report
Select a report from the dropdown
Set the date range, add filters, and customize as needed
Click Create Report
Step 4: Refresh a Report
Option 1 – Auto-Refresh (Recommended):
Open LiveFlow
Go to Manage Reports
Use the Auto-refresh dropdown to set it to refresh every hour
Option 2 – Manual Refresh:
Go to Extensions → LiveFlow → Refresh All Reports
Step 5: Connect Multiple QuickBooks or Xero Accounts
Open Google Sheets
Go to Extensions → LiveFlow → Create Report
Click Select report source → Connect QuickBooks or Xero
Add additional accounts as needed
Step 6: Turn Off Auto-Refresh
Go to Extensions → LiveFlow → Manage Reports
Find your report
Toggle off Enable auto-refresh
Click Update Report
Step 7: Use Drill Down to View Details
Go to Create Report or Manage Reports
Check Enable Drill Down
Create or update the report
Click on a blue cell to explore underlying transactions
Use arrow keys to browse details in the LiveFlow sidebar
Step 8: Disable Drill Down (QuickBooks only)
Go to Extensions → LiveFlow → Manage Reports
Choose the report
Scroll to Enable Drill Down and uncheck it
Click Update & Refresh Report
Need 1:1 Help?
Click the blue chat icon in the LiveFlow app
Share your issue—we’ll get back to you ASAP!