LiveFlow for Excel: Quickstart Guide

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Welcome to LiveFlow for Excel! 

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

‍1) How To Install LiveFlow for Excel

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1. Open your Excel workbook

2. Go to File -> Get Add Ins -> Search for LiveFlow -> Install

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‍2) How To Open LiveFlow

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1. Open your Excel workbook

2. Go to Home -> LiveFlow

   1. If you have a LiveFlow subscription:

      • Log in using the same account where you have your LiveFlow subscription

   2. If you’re a new user: 

      • Sign in using Microsoft or Google

      • Contact us to Book A Demo and get a subscription

3. Connect your QuickBooks or Xero account(s)

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3) How To Import a Report

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1. Open LiveFlow in your Excel workbook

2. Choose a report of your choice

3. Set the Date Range parameters as you need

   • We support different types of date range options

     • Dynamic date ranges that can update automatically (eg. Selecting ‘Today’ will always show you the current day’s data, as on the date you open it’

     • Fixed date ranges will always show the data for the specified period

     • Trailing periods will also update automatically (eg. Trailing 12 Months will show the immediately preceding 12 months)

4. Set the ‘Display Columns by’ to the parameters as you need

5. Customise the formatting or filters under Advanced Settings.

6. Click Create Report.

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4) How To Refresh a Report?

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There are two ways to refresh a report.

Method 1 (recommended):

1. Open LiveFlow

2. Go to Manage Reports

3. Set your reports to automatically refresh every time you open the sheet

Method 2: 

1. Open LiveFlow

2. Go to Manage Reports

3. Click Refresh All Reports

4. Wait a few seconds and all your report will be refreshed

5. You can also choose to only refresh individual reports using this method.

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5) How To Connect Multiple QuickBooks or Xero accounts?

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1. Open LiveFlow

2. Click on "Connect Another Company"

3. Connect your other QuickBooks account

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6) How To Disable Auto-Refresh in LiveFlow?

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1. Open LiveFlow

2. Go to Manage Reports

3. Switch the "Auto-refresh?" toggle so that's disabled

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7) How To Drill Into Your Reports?

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1. Open LiveFlow

2. Go to Drill Down

3. Click on a cell in your report that contains QuickBooks data / blue numbers

4. Wait for LiveFlow to refresh

5. You can now see all the underlying transactions under each of your accounts

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8) How To Disable Links to QuickBooks

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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. Go to ‘Advanced’ settings

5. Click on the Disable links to QuickBooks toggle and turn it off

6. Click Update & Refresh to update your settings

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9) How To Contact our Customer Support?

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We’re always here to help! There are multiple ways to contact us:

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1. From within the Excel workbook (recommended)

   1. Open LiveFlow

   2. Go to the ‘Need Help’ button at the bottom right of the app

   3. Tell us how we can help and we'll be with you! We usually reply within a few minutes.

2. Email Us at help@liveflow.io‍

3. ‍Contact your customer success manager

If your plan includes a dedicated customer success manager, you can reach out to them directly over email.

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