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August 19, 2023
Question

Anyone out there that could help direct me on how to transfer my client list from invoice2go to quickbooks

  • August 19, 2023
  • 1 reply
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Original commenter did not share additional details

1 reply

Fiat Lux - ASIA
August 19, 2023

Visit the following reference to export your data out

https://support.2go.com/hc/en-us/articles/115000334228-Export-Company-Data

 

then use this importer tool

https://get.transactionpro.com/qbo

 

August 19, 2023

Hello there, @james-malia-wyma. I want to share some details and alternative solutions for moving your data.

 

Currently, Invoice2go and QuickBooks Online integration isn't supported yet. Therefore, an option for a direct way to transfer your client list is unavailable.

 

As a workaround, You can follow the suggestion provided by Fiat-Lux ASIA, which includes exporting your data from Invoice2go and then using a third-party importer tool to import the list into QBO. This will allow you to transfer your desired information effectively.

 

I'd also recommend contacting Invoice2go in case you'll have issues with exporting. This allows them to provide further information and tips to have this done seamlessly.

 

If you're all set, feel free to read this guide for you to learn more about billing your customers: Create and send invoices in QuickBooks Online.


Feel free to drop by if you need anything else. I'll be around to lend a hand. Stay safe!