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QuickBooks IntegrationImporting Data

Importing Data from QuickBooks

If you have existing data in QuickBooks, you can import it into Service Invoice Pro so you don’t have to re-enter everything manually.

When to Import

  • First-time setup — pull your existing customers and products into SIP so you can start invoicing immediately.
  • Periodic refresh — pull new customers or invoices that were created directly in QuickBooks.
  • After connecting a new QB company — import data from the new company.

How to Access

You can reach the import wizard two ways:

  1. During setup — choose “Import now” in the Setup Wizard.
  2. Later — go to Settings > Integrations > QuickBooks > Manual Sync tab and use the Pull buttons.

Step 1: Select What to Import

Choose which data types to import:

  • Customers — active customers from QuickBooks
  • Products & Services — service items, non-inventory, and inventory items
  • Invoices — invoices from QuickBooks within a date range

For invoices, use the date picker to set how far back to import. The default is 1 year ago. You can go back up to 5 years, but importing more than 2 years of data will take longer.

Important: If you’re importing invoices, import customers first. Invoices reference customers, so the customer records need to exist in SIP before the invoices can be linked.

Step 2: Preview

The preview shows how many records were found in QuickBooks for each selected type:

  • Customers found: e.g., 47 customers
  • Products found: e.g., 12 service items
  • Invoices found: e.g., 156 invoices

Duplicates are handled automatically. Records are matched by QB ID, email, or name. If a matching record already exists in SIP, it’s skipped — not overwritten.

Step 3: Progress

The import runs in the background. This may take several minutes for large datasets. Don’t close the page while the import is running.

Step 4: Results

After the import completes, you’ll see a summary for each entity type:

  • Imported — new records created in SIP
  • Skipped — records that already existed (matched by QB ID, email, or name)
  • Failed — records that couldn’t be imported (with error details)

If some records failed, click Retry Failed to attempt importing just the failed items again.

Click Done to return to the main QuickBooks settings page.

Tips

  • Import customers before invoices — invoices need customer records to link to.
  • Start with a recent date range (1 year) to avoid importing very old data you don’t need.
  • After importing, check a few records in SIP to make sure everything looks correct.
  • You can run the import multiple times safely — duplicates are always skipped.
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Setup WizardSync Settings