Invoices: Added Date-Range Support to Quickbooks import
You can now selectively import QuickBooks invoices by date range—making your migration to Invoicing easier, faster, and more precise.
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Flexible Date Selection:
You can now pick a start and end date when importing invoices from QuickBooks into GoClixio.
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Selective Migration:
Only invoices created within your chosen date range will be fetched and brought into your account. Previously, all invoices from the beginning were imported.
- Navigate to Settings → Integrations → QuickBooks in your GoClixio 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: This feature provides full control over data volume and helps avoid clutter in your GoClixio account.
