LiveFlow is the easiest way for you to bring your QuickBooks data into Google Sheets in a few seconds. Instead of wasting time manually moving your data, you can now connect your QuickBooks reports directly to your Google Sheet and refresh them as often as you want, without breaking your existing formulas. You can also set up a “Live Report” which automatically updates your data every time you open your Spreadsheet so that you don’t need to waste time doing the same tedious work over and over again. LiveFlow is a great tool for: ➞ Accountants ➞ Fractional CFOs ➞ Finance Teams ➞ Business Owners & Founders Currently, you can import these reports: ➞ Profit & Loss ➞ Profit & Loss Detail ➞ Balance Sheet ➞ Balance Sheet Detail ➞ Cash Flow ➞ Account List (Chart of Accounts) ➞ Accounts Payable (A/P) Aging Summary ➞ Accounts Payable (A/P) Aging Detail ➞ Accounts Receivable (A/R) Aging Summary ➞ Accounts Receivable (A/R) Aging Detail ➞ Trial Balance ➞ General Ledger ➞ Sales by Customer Summary ➞ Income by Customer Summary ➞ Transaction List ➞ Collections Report ➞ Bill Payments List ➞ Customer Contact List ➞ Sales by Product/Service Summary ➞ Expenses by Supplier/Vendor PRICING - 7-day free trial - No credit card required Pro - $19/month per company connected ➞ Full access to all integrations ➞ Import unlimited reports ➞ Automatically refresh your reports every hour ➞ Invite unlimited users ➞ Free access to financial templates in Google Sheets and Excel ➞ Share dashboards with clients and internal stakeholders ➞ 24/7 support, 7 days a week on live chat, phone, email, and video Premium - Connect unlimited companies at a fixed monthly price. Personalized pricing. Includes everything in Pro, and: ➞ Connect unlimited companies ➞ Dedicated account manager ➞ Early access to upcoming features ➞ Personal onboarding If you would like us to add other reports, then we would love to know about them. Email us at founders@liveflow.io Getting started takes less than 2 minutes: 1. Install the Add-on 2. Connect to your QuickBooks account 3. Import your financial report from QuickBooks to your Google Sheet MULTIPLE QUICKBOOKS ACCOUNTS? WE GOT YOU COVERED: 1. Connect to multiple QuickBooks accounts and easily switch between them 2. Save your time spent on consolidating multiple entities 3. Easily refresh reports in different currencies Get personal 1:1 help from our team! Book a call here: https://calendly.com/liveflow_io/call-with-liveflow Your data is managed securely • Secure communication: When communicating between systems, LiveFlow always uses TLS encryption, a cryptographic security protocol designed for privacy and data security. • Minimal contact: LiveFlow never sees your QuickBooks account credentials or any of your financial data. Your data is used only to populate this document – it never leaves Google’s secure environment. • Read-only access: When accessing QuickBooks on your behalf, LiveFlow will never modify your data. • Personal information: LiveFlow may use your current Google account email address to contact you and to uniquely identify you within the app, and your name to address you in direct communications. Check our Privacy Policy here: https://www.liveflow.io/privacy-policy QUESTIONS AND ANSWERS: • HOW DO I CONNECT TO QUICKBOOKS? 1. Open up LiveFlow by going to Google Sheet and click Extensions → LiveFlow → Integrate Quickbooks. 2. Click on Connect QuickBooks. 3. Log in to your QuickBooks account. 4. Choose the QuickBooks account you would like to connect (you can always connect another one later). 5. Click Confirm. 6. You should now be connected and ready to import your data. • CAN I CONNECT MULTIPLE QUICKBOOKS ACCOUNTS? Yes! You can connect unlimited QuickBooks accounts and manage them all in one place. Learn more here: https://www.liveflow.io/product-guides/how-to-connect-multiple-quickbooks-companies • HOW LONG DOES IT TAKE TO IMPORT A REPORT? It usually takes less than 5 seconds to get your data into your Google Sheet. • HOW WILL YOU MAKE SURE THE DATA IS ACCURATE? The data is imported directly from your QuickBooks account. You will have a timestamp reflecting the last update. • CAN I IMPORT MULTIPLE MONTHS OR OTHER DATA RANGES AT THE SAME TIME? You can select the periods you would like to import and bring in multiple months or ranges in one data import: Note the different ranges will be displayed as one column each. • CAN I CONNECT ANY OTHER DATA SOURCES APART FROM QUICKBOOKS? Not yet, but please tell us which other sources you’re looking for, and we’ll prioritize them accordingly. • I SEE AN ERROR “AUTHORIZATION IS REQUIRED”. WHAT CAN I DO? If you are signed into multiple Google accounts and are currently using a non-default account, you will see this error in the Google Sheets Add-On even if you have authorized it. This is a known account management bug (see Google’s bug tracker here: https://issuetracker.google.com/issues/69270374). To fix this error, please log out from all of your Google accounts. Sign in back again with one account connected to LiveFlow. Alternatively, log in to your Google Account in an Incognito window and connect the LiveFlow Add-On. FEEDBACK Please feel free to share your thoughts on the product or reach out to us to get personal help from the team here: https://www.liveflow.io/product-guides