Invoices: Added Date-Range Support to QuickBooks Import

Modified on Mon, 30 Jun at 8:29 AM

Overview

You can now 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 choose a start and end date when importing invoices from QuickBooks into the platform.
Selective Migration: Only invoices created within your selected date range will be imported into your account, unlike before when all invoices from the beginning were fetched.

How to Use

1. Navigate to Settings → Integrations → QuickBooks in your platform dashboard.

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

3. Toggle Import Invoices ON.4. Click the date-picker and select your desired Start Date and End Date.

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

5. Hit Confirm, then click Next to begin.6. Sit back—your invoices within that range will be imported asynchronously.

Why We Built It

• Simplify Migration: Agencies can now only migrate the invoices they need, avoiding unnecessary records.

• Control & Clarity: This feature provides full control over data volume, preventing clutter in your platform account.