Import past invoices

Bring your historical invoices in from QuickBooks, FreshBooks, Excel, or Google Sheets. Most users start with a CSV.

What you can import

CSV columns we recognize automatically (auto-mapped from header names):

Column	Examples we match
Invoice #	invoice number, invoice #, inv no, inv #, invoice
Client name	customer name, client, bill to, name
Client email	email, customer email
Client address	address, billing address
Description	description, item, product/service, memo, service
Qty	qty, quantity
Unit price	rate, unit price, price, unit cost, cost
Amount	amount, total, line total
Issued date	date, issued, invoice date, created
Due date	due, due date
Paid date	paid, paid date, payment date
Status	status
Notes	notes, note, memo
Currency	currency

If your column names don't match, you can manually map them in the wizard.

How

Go to /kz-admin/import
Upload your CSV (drag + drop or click)
Step 2 — Map columns: dropdowns auto-fill based on header names. Adjust where wrong.
Step 3 — Preview: first 5 rows shown with the mapping applied. If something looks off, scroll up + adjust.
Click Import all rows. Up to 5,000 rows per upload; split larger files.

Multi-line invoices

If your CSV has one row per LINE ITEM (typical of QuickBooks exports), we group rows that share the same invoice_number into a single multi-line invoice. The header fields (client name, dates) come from the first row of each group.

Skip duplicates

Default ON. Skips any row whose invoice_number already exists for your tenant. Lets you re-upload the same file safely.

If you want to replace existing invoices, uncheck Skip duplicates AND delete the old invoices manually first. (We don't auto-overwrite — too risky.)

Status handling

If your row has a paid_date filled in → status auto-set to paid
If it has a status column → use that value
Otherwise → defaults to draft (or whatever you set as default in the wizard)

What we DON'T import

Tax rates — we set tax_rate=0 on imported invoices. Total and amount are taken as-is. If you need tax recalculated, edit each invoice.
Customer payment methods — every imported invoice uses your CURRENT payment_settings as its snapshot
PDFs / attachments — we can't pull file attachments from QB/FreshBooks via CSV
Late fees, partial payments, credits — flatten these into the line items before exporting

After import

Imported invoices show up in /kz-admin/invoices immediately. They're tagged with the imported invoice number. The customer-facing URL /i/<id> works for any non-draft status.

QuickBooks one-time pull (coming)

If you have QB connected via /kz-admin/integrations, we can pull your last 90 days of QB invoices directly — no CSV step. Look for the Pull from QuickBooks button on the import page once QB is connected.