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LiveFlow: Quickstart Guide

How to get started with LiveFlow in Google Sheets

Alex Finn avatar
Written by Alex Finn
Updated over 2 weeks ago

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!

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