Overview

You can selectively import QuickBooks invoices by date range—making your migration to Invoicing easier, faster, and more precise.

What’s New?

• Flexible Date Selection: You can now pick a start and end date when importing invoices from QuickBooks into your account..

• Selective Migration: Only invoices created within your chosen date range will be fetched and brought into your account. Earlier it would fetch invoices from the beginning.

How to Use

• Navigate to Settings → Integrations → QuickBooks in your dashboard.

• Click Connect (or Manage) to open the QuickBooks Integration modal.

• Toggle Import Invoices ON.

• Click the date-picker and select your desired Start Date and End Date.

• Hit Confirm, then click Next to begin.

• Sit back—your invoices within that range will be imported asynchronously.

• Simplify Migration: Agencies can now migrate only the invoices they need, rather than pulling every record.

• Control & Clarity: Give you full control over data volume and avoid clutter in your account.