How Do I Set-Up My Firm Template on LiveFlow?

July 11, 2023

How Do I Set-Up My Firm Template on LiveFlow?

What is LiveFlow

LiveFlow is an advanced financial reporting platform that transforms your spreadsheet into a scalable, real-time FP&A (Financial Planning & Analysis) tool. It is designed to automate and streamline your financial workflows, making them more efficient and less prone to errors. 

LiveFlow integrates seamlessly with Google Sheets and QuickBooks, allowing you to import, refresh, and manage your financial reports directly from your spreadsheet.

Benefits of Setting Up Firm Templates on LiveFlow

Setting up firm templates on LiveFlow offers several benefits:

  1. Efficiency: Once you set up your reports, LiveFlow ensures they are always up-to-date, eliminating the need to download the same reports every month.
  2. Customization: LiveFlow allows you to create custom reports tailored to your specific needs.
  3. Automation: LiveFlow can automatically refresh your reports every hour, ensuring you always have the most recent data at your fingertips.
  4. Integration: LiveFlow integrates with Google Sheets and QuickBooks, allowing you to manage your financial data in a familiar environment.

How To Open LiveFlow

  • Open your Google Sheet
  • Go to Extensions -> LiveFlow -> Get started
  • Connect your QuickBooks account(s)

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How To Set Up Firm Template on LiveFlow

Setting up a firm template on LiveFlow involves duplicating a Google Sheets/LiveFlow template and connecting it to your data. Here's a step-by-step guide:

How to set up firm template on LiveFlow: 1st Step

1. Duplicate the Template: Open the template and instead of requesting access, make a copy of the file. You can do this by going to File -> click Make a Copy.

How to set up firm template on LiveFlow: 2nd Step

How to set up firm template on LiveFlow: 3rd Step

How to set up firm template on LiveFlow: 4th Step

2. Connect Your Data: Once you've made a copy of the template, go to Extensions -> LiveFlow -> Get started. Then, go to Manage Reports, click on the report with demo data added to the template, click Change Company, and update this to one of your own companies. Finally, click Update & Refresh.

How to set up firm template on LiveFlow: 5th Step

How to set up firm template on LiveFlow: 6th Step

3. Import a Report: Open your Google Sheet, open LiveFlow, select a report of your choice, and click Create Live Report.

4. Refresh a Report: You can set your reports to automatically refresh every hour by going to Manage Reports in LiveFlow. Alternatively, you can manually refresh all reports by going to Extensions -> LiveFlow -> Refresh All Reports.

5. Connect Multiple QuickBooks Accounts: If you have multiple QuickBooks accounts, you can connect them by clicking on "Connect Another Account" in LiveFlow.

Remember, you can always disable auto-refresh or disable links to QuickBooks in the Manage Reports section of LiveFlow.

Team Onboarding Process

Check out the guides below dedicated to the crucial onboarding process. These guides will take you through the various stages of effectively introducing LiveFlow's products or services to your team.

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