new
improved
Invoicing
Invoices: Added Date-Range Support to Quickbooks import
Overview
You can now selectively import QuickBooks invoices by date range—making your migration to Invoicing easier, faster, and more precise.
What’s New?
- Flexible Date Selection:You can now pick a start and end date when importing invoices from QuickBooks into GoHighLevel.
- Selective Migration:Only invoices created within your chosen date range will be fetched and brought into your account. Earlier it would fetch invoices from the beginning.
How to Use
- Navigate to Settings → Integrations → QuickBooks in your GoHighLevel 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.
Why We Built It
- Simplify Migration: Agencies can now migrate only the invoices they need, rather than pulling every record.
- Control & Clarity: Give you full control over data volume and avoid clutter in your GoHighLevel account.