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Date-Based Invoice Import is Here! ๐Ÿ“…๐Ÿงพ

Date-Based Invoice Import is Here! ๐Ÿ“…๐Ÿงพ

May 23, 2025โ€ข1 min read

โ€œImport just what you need faster, cleaner QuickBooks syncing in ProfitFlo! ๐Ÿ’ผ๐Ÿ“ฅ.โ€ - Paul Duncan

๐Ÿงพ Smarter Invoice Imports: Date-Range Support Now in ProfitFlo! ๐Ÿ“…๐Ÿ’ผ

Got invoices in QuickBooks? Great news for DJs and businesses using ProfitFlo you can now import only the invoices you need using the new Date-Range Import feature. No more pulling every record ever just the ones that matter. ๐ŸŽงโœ…

๐Ÿ†• Whatโ€™s New?๐Ÿ“† Flexible Date Selection โ€“ Choose a specific start and end date when importing invoices from QuickBooks into ProfitFlo. ๐ŸŽฏ๐Ÿ“ฅ

๐ŸŽฏ Selective Migration โ€“ Only invoices created within the selected range will be imported. This avoids unnecessary clutter and keeps your data clean and relevant. ๐Ÿงน๐Ÿ“Š

๐Ÿ› ๏ธ How to Use It:Head to Settings โ†’ Integrations โ†’ QuickBooks in your ProfitFlo dashboard. โš™๏ธ๐Ÿ”—

Click Connect (or Manage) to open the QuickBooks integration settings. ๐Ÿ”

Toggle Import Invoices ON. โœ…

Use the date-picker to set your Start Date and End Date. ๐Ÿ“…๐Ÿ–ฑ๏ธ

Click Confirm, then hit Next to begin importing. โณ

Done! ProfitFlo will import your invoices within that range asynchronously. ๐Ÿ“ˆ๐Ÿ“ค

๐Ÿ’ก Why It Matters for DJs & Teams:๐Ÿ“ฅ Simplified Migration โ€“ Only pull the records you actually need making onboarding to ProfitFlo faster and easier. ๐Ÿš€

๐Ÿ“Š Clarity & Control โ€“ Prevent data overload and keep your invoicing system organized. Clean imports = clean reports. ๐Ÿ’ผ๐Ÿ“‰

๐Ÿง  Smart Scaling โ€“ Ideal for DJs scaling up their business or agencies managing multiple client accounts. ๐ŸŽถ๐Ÿ“‹

๐ŸŽค Take control of your invoicing workflow.ProfitFlo now gives you precise control over what gets imported because your time (and data) should always be well managed. ๐ŸŽง๐Ÿงพโšก

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