Invoicing: Import previous invoices from Quickbooks

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  • Import Invoices from QuickBooks: Seamlessly import all your invoices from QuickBooks during the initial connection.
  • Go to Settings -> Integrations -> QuickBooks Connect
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  • Choose Import Elements:
  • Import all previous Invoices with one toggle. Connect the QuickBooks account that you want to
  • Click Next to proceed.
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  • Set Sync Preferences: Configure settings like Send Review Requests to automatically gather feedback for completed invoices.
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Your invoices and contacts will now be imported automatically into your Clixio account for users to start using the system more seamlessly

  • Centralising invoice management.
  • Save you time by automating data imports.
  • CSV Import for Invoices & Estimates: Soon, you’ll be able to upload invoices and estimates via CSV, giving you greater control over your data.