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Now, you can use LiveFlow to connect Microsoft Excel to QuickBooks Online and sync your reports in custom dashboards in real-time.
With LiveFlow's newest feature, in just a few clicks you can automate financial reporting from QuickBooks Online and sync your data with Excel to create live, auto-updating dashboards and reports keeping your clients in the loop.
And LiveFlow makes customizing reports easy. Add rows, columns, and calculations without breaking the live connection. Your formatting even stays put when the QuickBooks data refreshes.
You’ll save hours every month by eliminating manual exports and fixing broken spreadsheets… and you’ll finish client work in record time by utilizing LiveFlows over 100 customizable templates.
It's a true set-it-and-forget-it solution that allows you to spend your time offering insightful client advisory.