Automation

LiveFlow

Eliminate manual data entry and create customized dashboards with live QuickBooks data

How’s does LiveFlow integration work?

One hub to automate your finances

Organize all your finances in one place - integrate your accounting platform, bank, and payment platform. Don't waste time manually updating your spreadsheets.

Organize your finances in one place

✓ Integrate all your existing financial platforms like banks, accounting and payment platforms
✓ Create customized dashboards with the data you want to track
✓ Share dashboards with your team while keeping control of who can see what

Create budgets and connect real-time data in seconds

✓ No more juggling of myriads of spreadsheets with your entire team
✓ Keep control and assign different levels of access to your team
✓ Turn your spreadsheet into a live dashboard that you want to share

Create dashboards or choose ours from the library

✓ Choose a dashboard template from our library to get started in seconds
✓ Create personalized dashboards with financials you want to keep an eye on

Connect to all your existing platforms

Request your access here.

How to setup Liveflow integration?

1) How To Open LiveFlow

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

2) How To Import a Report

Open your Google Sheet.
Open LiveFlow
Select a report of your choice
Click Create Live Report

3) How To Refresh a Report?

There are two ways to refresh a report.

Method 1 (recommended):

Open LiveFlow
Go to Manage Reports
Set your reports to automatically refresh Every Hour

Method 2:

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

4) How To Connect Multiple QuickBooks accounts?

Open LiveFlow
Click on "Connect Another Account"
Connect your other QuickBooks account

5) How To Disable Auto-Refresh in LiveFlow?

Open LiveFlow
Go to Manage Reports
Switch the "Enable auto-refresh" toggle so that's disabled

6) How To Drill Into Your Reports?

Open LiveFlow
Go to Drill Down
Click on a cell in your Google Sheet that contains QuickBooks data / blue numbers
Wait for LiveFlow to refresh
You can now see all the underlying transactions under each of your accounts

7) How To Disable Links to QuickBooks

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

Open LiveFlow
Go to Manage Reports
Select the report you want to disable QuickBooks linking for
Click on the Disable links to QuickBooks toggle and turn it off
Click Update & Refresh to update your settings

8) How To Get 1:1 Personal Help?

Visit LiveFlow's website, liveflow.io
Click on the blue Intercom icon in the bottom right corner
Tell LiveFlow how they can help and they'll be with you! LiveFlow usually replies within a few hours.