We’re excited to share a new feature that can make your invoicing process even more efficient! Now, you can import QuickBooks invoices selectively based on specific date ranges, which simplifies the migration process and gives you more control. Let’s dive into all the great details!
📌 Why This Matters
Having the ability to import invoices selectively saves you time and ensures you only bring over the relevant data. This feature not only streamlines your accounting processes but also helps keep your records clean and organized, making it easier for you to manage your finances.
✨ What’s New
- Flexible Date Selection: Now you can choose a start and end date when importing invoices, ensuring that you get exactly what you need.
- Selective Migration: Only invoices created within your selected date range will be imported, helping you avoid unnecessary clutter in your account.
🛠️ How to Use It
- Step 1: Navigate to Settings → Integrations → QuickBooks in your dashboard.
- Step 2: Click Connect (or Manage) to open the QuickBooks Integration modal.
- Step 3: Toggle Import Invoices ON.
- Step 4: Click the date-picker and select your desired Start Date and End Date.
- Step 5: Hit Confirm, then click Next to begin the import.
- Step 6: Sit back and relax—your selected invoices will be imported automatically!
💡 Pro Tip
Regularly review and update your invoice range to maintain an organized financial overview and ensure accurate reporting.
