Streamlining business operations just got easier with the new capability to import invoices from QuickBooks directly into your account. This integration is designed to simplify your financial management processes by centralizing tasks within our platform.
With this new feature, you can efficiently import all existing invoices from QuickBooks during your initial setup. Here’s a step-by-step guide to help you get started:
Integrations
Configure additional settings, such as sending review requests to automatically collect feedback on completed invoices.
Upon completion, your invoices and contacts will be automatically imported into your account, enabling you to streamline operations and improve efficiency significantly.
Centralizing your invoice management within our platform saves you valuable time. By automating data imports, you can focus more on managing your business instead of handling administrative tasks. This feature is part of our ongoing commitment to deliver tools that enhance your productivity and simplify complex processes.
Our team is constantly working to expand and improve our platform’s functionalities. Soon, you’ll have the ability to import invoices and estimates via CSV files, providing you with greater flexibility and control over your data management.
For more insights and updates, explore our product updates section regularly.
In case you missed it, check out our latest post on Enhancements to Estimates, Custom Values, and Partial Quantity Support.
