My report is too large to import

Sometimes a report can become so large that we can't import it, sorry!

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Here are 5 solutions

1 - Reduce the size of your report by choosing a shorter date range.

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2 - Reduce the size of your report by adding filters to your report. For example, you can filter a Profit & Loss report by:

• Account
• Account type
• Class
• Customer/project
• Location
• Employee
• Product/service
• Supplier/Vendor

Note that the filters you can use varies from report to report.

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3 - Limit the number of columns in the report.

If you're trying to import a report that lets you configure the columns, such as a Transaction Detail report, limit the number of columns to only the most necessary ones you need. This will reduce the size of the report.

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4 - Split your report into multiple smaller reports and import them individually.

This is especially useful if you're trying to import reports such as a Transaction List, Transaction Detail, or General Ledger.

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5 - Try out our Live Functions

Live Functions are custom-built Google Sheets functions, managed by LiveFlow, that enables you to import large volumes of Transaction and GL data. You can also use them to generate a list of your Chart of Accounts.

To use Live Functions, check out our step-by-step guide which explains how to set them up.