Enhance Your Invoice Imports with Date-Range Support for QuickBooks

Enhance Your Invoice Imports with Date-Range Support for QuickBooks

We’re excited to announce a new feature that will make managing your invoices even easier. You can now selectively import QuickBooks invoices by specifying a date range. This enhancement streamlines your migration process, allowing for a faster and more precise transition into our invoicing system.

What’s New in Invoice Imports?

Flexible Date Selection

You now have the flexibility to choose a specific start and end date when importing invoices. Gone are the days of importing all invoices from the start—now you can focus on what matters.

Selective Migration

This new capability allows you to import only the invoices created within your selected date range, ensuring your account is concise and clutter-free.

How to Use the Date-Range Feature

1. Navigate to Settings → Integrations → QuickBooks in your dashboard.
   
2. Click Connect (or Manage) to open the QuickBooks Integration modal.
   
3. Toggle Import Invoices ON.
4. Use the date-picker to select your desired Start Date and End Date.
   
   
5. Hit Confirm, and then click Next to begin the import.
6. Sit back—your invoices within the specified range will be imported asynchronously.

Why Use This Feature?

• Simplified Migration: By importing only necessary invoices, you save time and prevent unnecessary data transfer.
• Control & Clarity: You maintain full control over the data volume, reducing clutter in your account.

For more information or support, visit our support page or contact us.

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