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Invoices: Added Date-Range Support to Quickbooks import

May 21, 2025/in What's New?

You can now selectively import QuickBooks invoices by date range—making your migration to Invoicing easier, faster, and more precise.

  • Flexible Date Selection:

    You can now pick a start and end date when importing invoices from QuickBooks into GoClixio.

  • 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.
Screenshot 2025-05-21 at 17
  • Click Connect (or Manage) to open the QuickBooks Integration modal.
Screenshot 2025-05-21 at 17
  • Toggle Import Invoices ON.
  • Click the date picker and select your desired Start Date and End Date.
Screenshot 2025-05-21 at 17
Screenshot 2025-05-21 at 17
  • 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.
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png 0 0 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2025-05-21 22:11:002025-05-21 22:11:00Invoices: Added Date-Range Support to Quickbooks import

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