Switch invoicing from QuickBooks
Move the billing routine you need. Keep the books you rely on.
For freelancers who want a separate queue for invoice PDFs, scheduled delivery, and overdue follow-up, InvoiceAgent offers a focused workflow. QuickBooks remains the place for your accounting when you still need it.
30 days for new accounts. No credit card required. Uploading never sends an invoice. Existing trial dates stay unchanged.
The review you get before scheduling
Monthly design retainer
Example billing details · USD 1,250.00
- 01Client fields matched to your columns
- 02Currency and line item amounts checked
- 03Repeated rows flagged for review
- 04Sender details and send date chosen by you
- 05Recurring sends and reminders begin disabled
Illustrative preview. Imports stay in your browser tab until you open and schedule an invoice. No automatic competitor sync.
A billing routine with fewer strings attached.
No client-count tiers on Pro
Pro is $24/month or $240/year before promotions. Unlimited invoice scheduling, with no upgrade triggered by adding a client.
Choose how your clients pay
Use bank instructions or your own hosted payment links. InvoiceAgent does not process client payments; your provider's fees and settlement rules still apply.
Keep access to your records
Download CSV or JSON records while signed in, even after automation access ends. Cancel your subscription from Billing; keep your records for your own files.
Promotions and renewal terms are shown at checkout. Compare Pro and the single-invoice Solo option.
Your QuickBooks switching checklist
Step 1
Prepare your CSV
QuickBooks Online can export customer details from its Customers page or Customer Contact List report to Excel. Include names, email addresses, and billing addresses. Save the relevant sheet as comma-separated CSV before uploading it here.
Step 2
Map and check your billing details
Remove report titles, totals, and blank header columns so the first row contains column names. Customer balances are historical amounts, not line item charges; do not map Balance to Amount. Add the future service amount separately.
Step 3
Review one invoice and choose delivery
Open a billing draft in the invoice editor. Complete sender and client addresses, check the PDF, and test the email. Stop any matching send in your old tool before scheduling here. Enable recurring sends or reminders only when you are ready.
What stays in QuickBooks
No automatic QuickBooks invoice sync or journal posting is included. Retain tax, reconciliation, and reporting in QuickBooks. Agree with your bookkeeper how invoices created here will be recorded there before using both in production.
Compare InvoiceAgent and QuickBooksChoose the guide for your current tool.
All switching guidesSettle these questions before moving.
Will uploading a CSV send invoices to clients?
No. The CSV is read in your browser and becomes a preview, not saved invoices. Open one billing draft in the editor, complete missing details, preview the PDF, and choose a send time. Saving an invoice to the schedule enables automatic delivery. Recurrence and reminders begin disabled for imported drafts.
Can I import all my old invoices and payment history?
This workflow prepares future invoices from client records or upcoming billing rows. It does not migrate accounting history or historical balances. When a status column is mapped, only draft, pending, and unsent rows are included. Paid and previously sent rows are skipped. Original invoice references group line items; new invoices use InvoiceAgent numbering.
Which CSV fields are supported?
Map client name and email, company, billing address, billing reference, line item description and amount, currency, tax percentage, hosted payment link, notes, and existing status. Amounts are line totals before tax, not rates or historical customer balances. Complete missing details in the editor. Import up to 500 rows and 1 MB at a time.
Does InvoiceAgent collect or hold client payments?
InvoiceAgent does not process client payments. Add bank instructions or a hosted payment link from your chosen provider. That provider still controls processing fees and settlement. Payment links alone do not reconcile payments; record confirmed payments yourself, or use separately configured Wise reconciliation.
Can I export my data after the trial or subscription ends?
Yes. While signed in, download your invoice records as CSV or JSON from the dashboard even after automation access ends. JSON includes line items, payment history, and reminder records. Exports do not include account credentials and cannot be restored automatically as a full accounting backup.
Is there a client limit on Pro?
Pro has no client-count tiers and includes unlimited invoice scheduling. Solo is a different offer: a one-time purchase for one non-recurring invoice. Check current pricing, promotional duration, and renewal terms before buying.
Give one real billing cycle a try.
Use the 30-day pilot to prepare your next retainer invoice. See pilot details and setup help. Keep your original records while you evaluate.