Welcome to LiveFlow! 

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

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1) How To Open LiveFlow

1. Open your Google Sheet

2. Go to Extensions -> LiveFlow -> Get started

3. Connect your QuickBooks account(s)

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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

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3) How To Refresh a Report?

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 Hour

Method 2: 

1. Go to Extensions -> LiveFlow -> Refresh All Reports

2. Wait a few seconds and your report will be refreshed

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4) How To Connect Multiple QuickBooks accounts?

1. Open LiveFlow

2. Click on "Connect Another Account"

3. Connect your other QuickBooks account

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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

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6) 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 Disable links to QuickBooks toggle and turn it off

5. Click Update & Refresh to update your settings

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7) How To Contact our Customer Support?

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

1. Open LiveFlow

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

   2. 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

   1. ‍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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