LiveFlow: Quickstart Guide

Welcome to LiveFlow! 

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

Install LiveFlow Google Sheets Add-on from Google Marketplace here.

1) How To Open Google Sheets Add-Ons

  1. Open your Google Sheet
  2. Go to Add-Ons OR Extensions (Google recently changed from Add-On to Extensions so it can be called both)
  3. Select LiveFlow
  4. Click Integrate QuickBooks

2) How To Import a Report

  1. Open your Google Sheet.
  2. Open LiveFlow
  3. Select a report of your choice
  4. Click Create Live Report

3) How To Refresh a Report?

There are two ways to refresh a report.

Method 1 (recommended):

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

Method 2: 

  1. Refresh your whole spreadsheet
  2. Wait a few seconds before we ask if you'd like to refresh
  3. Click Yes
  4. Your reports will now be refreshed

4) How To Connect Multiple QuickBooks accounts?

  1. Open LiveFlow
  2. Click on "Connect Another Account"
  3. Connect your other QuickBooks account
  4. Done!

5) How To Disable Auto-Refresh in LiveFlow?

  1. Open LiveFlow
  2. Go to Manage Reports
  3. Switch the "Enable auto-refresh" toggle so that's disabled
  4. Done!

6) How To Drill Into Your Reports?

  1. Open LiveFlow
  2. Go to Drill Down
  3. Click on a cell in your Google Sheet that contains QuickBooks data
  4. Wait for LiveFlow to refresh
  5. You can now see all the underlying transactions under your line items

7) How To Disable Links to QuickBooks

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

  1. Open LiveFlow
  2. Go to Manage Reports
  3. Select the report you want to disable QuickBooks linking for
  4. Click on the Settings Icon
  5. Click on the Disable toggle
  6. Wait for the report to automatically refresh
  7. Done. Now your links to QuickBooks will be removed.

8) How To Get 1:1 Personal Help?

  1. Open our Help Center page
  2. Click on the blue Intercom logo in the bottom right corner
  3. Write us a message
  4. We'll be with you as soon as we can!