My report is too large to import
Sometimes a report can become so large that we can't import it, sorry!
Here are 5 solutions
1 - Reduce the size of your report by choosing a shorter date range.
2 - Reduce the size of your report by adding filters to your report. For example, you can filter a Profit & Loss report by:
- Account
- Account type
- Class
- Customer/project
- Location
- Employee
- Product/service
- Supplier/Vendor
Note that the filters you can use varies from report to report.
3 - Limit the number of columns in the report.
If you're trying to import a report that lets you configure the columns, such as a Transaction Detail report, limit the number of columns to only the most necessary ones you need. This will reduce the size of the report.
4 - Split your report into multiple smaller reports and import them individually.
This is especially useful if you're trying to import reports such as a Transaction List, Transaction Detail, or General Ledger.
5 - Try out our Live Functions
Live Functions are custom-built Google Sheets functions, managed by LiveFlow, that enables you to import large volumes of Transaction and GL data. You can also use them to generate a list of your Chart of Accounts.
To use Live Functions, check out our step-by-step guide which explains how to set them up.
