When you migrate your AP process onto Settle, the best way to migrate your invoices is by using our importing tool. This article will walk you through the steps to successfully import your open and historical bills from QuickBooks.

To import open and historical bills from QuickBooks:

  1. Go to Add Invoice

  2. Select Import from QuickBooks

  3. Click onto the Historical Bills where you will be given the option to select the time frame that you would like to import from.

  4. Once your dates are selected, hit Import

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