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Top Rated Billing and Invoicing Software with Data Import/Export in 2026

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Data import and export simplify the process of transferring financial information, generating and sharing reports, and integrating with other systems. This functionality saves time, ensures accuracy, and enhances overall efficiency in managing invoices and billing. Our reviewers in billing and invoicing software rated this feature as highly important.

4 Best Billing and Invoicing Software with Data Import/Export

  • QuickBooks Online
  • Dynamics 365
  • PayPal
  • QuickBooks Enterprise - Highest rated for data import/export

See other top Billing and Invoicing products with data import/export

How we picked the 4 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the billing and invoicing software category. They also needed to have sufficient reviews about data import/export, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for data import/export based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 4 best products

QuickBooks Online logo
4.3
(8.3K)

User insights about the data import/export feature

Users report that QuickBooks Online simplifies data import/export processes. They find it easy to import transactions from bank accounts and export data to Excel for record-keeping. Reviewers appreciate the accuracy and efficiency of importing data directly from financial institutions. They highlight the ease of exporting documents for CPAs and the time-saving benefits of the feature. Some users mention that importing data via CSV files can be time-consuming and may require additional editing.
“Data being imported directly from the bank account into the software allows for accuracy when organizing, reclassifying, and reconciling the account. ”
AP

Ashley P.

Tax Accountant

“Can easily export Excel files for your records of any parameters you want to record, for example, 2024 expenses.”
SG

Shella G.

Marketing Consultant

Billing and Invoicing key features coverage

QuickBooks Online offers 6 out of the 6 key features for Billing and Invoicing software identified by reviewers:

Invoice Processing4.4
Invoice Creation4.5
Online Invoicing4.5
Invoice History4.5
Payment Processing4.3
Tax Calculation4.3

Pros and cons based on 8,385 verified reviews

57% of users rated QuickBooks Online 5 out of 5 stars, while 5% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 8,385 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Cloud-based accessibility

Ideal for small businesses

Seamless integrations

Comprehensive accounting features

Efficient tax management

Cons:

Frequent bugs and crashes

Limited desktop features

Recurring costs and price increases

Inadequate customer support

Complicated transaction management

See pros and cons details

Pricing

Starting price:$38 flat rate/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Dynamics 365 logo
4.4
(5.8K)

User insights about the data import/export feature

Reviewers indicate that Dynamics 365 offers efficient and user-friendly data import/export functionalities. They appreciate the high speed and ease of importing and exporting data, including compatibility with various formats like CSV, XML, and Excel. Users report that the seamless integration with other Microsoft products and third-party software, especially Outlook, enhances data management. They find the error handling feature useful for identifying and correcting issues. Some users mention that the process can be finicky at first but becomes straightforward with use.
“Like any great piece of software that relies on data capture, you need a quick way to get data in and out without relying on IT personnel. There are ready to use templates to allow your team to clean up data (any organisation that says their data is perfect is lying to you!), and get that data back in. You can update existing data or create new data easily and quickly and if anything goes wrong it'll tell you exactly which row contains the error and what the error is!”
Verified reviewer profile picture

Angela S.

SharePoint Developer

“Business frequently need to move their current data when implementing dynamic 365 .A seamless transition is possible by the data import feature, which guarantee that past data is appropriately imported in to the platform ”
RC

Radhe C.

Network engineer

Billing and Invoicing key features coverage

Dynamics 365 offers 3 out of the 6 key features for Billing and Invoicing software identified by reviewers:

Invoice Processing4.3
Invoice Creation4.5
Online Invoicing4.5
Invoice History
Payment Processing
Tax Calculation

Pros and cons based on 5,809 verified reviews

52% of users rated Dynamics 365 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,809 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Cons:

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details

Pricing

Starting price:$50 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

PayPal logo
4.7
(26.2K)

User insights about the data import/export feature

Reviewers appreciate PayPal's data import/export capabilities for managing financial information. They find it easy to download and export reports in various formats like CSV and PDF for accounting and tax purposes. Users highlight the seamless integration with business systems and the ability to import transactions into accounting software. They value the security and reliability of the data transfer process. Some users mention that while the feature is useful, they do not utilize it frequently.
“Data import and export are important in PayPal because they allow users to transfer their financial information between different platforms and applications. For example, users can import their PayPal transactions into accounting software or export their PayPal balance into a spreadsheet. This helps users to manage their money more efficiently and securely.”
DH

Dail H.

Administrator

“Data import and export helps me to send and receive critical business information promptly, therefore reducing wait times and making a more efficient workplace.”
AR

Amy R.

Bartender

Billing and Invoicing key features coverage

PayPal offers 5 out of the 6 key features for Billing and Invoicing software identified by reviewers:

Invoice Processing4.5
Invoice Creation4.5
Online Invoicing4.6
Invoice History4.6
Payment Processing4.6
Tax Calculation

Pros and cons based on 26,282 verified reviews

74% of users rated PayPal 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 26,282 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Enhanced user safety

Efficient invoicing capabilities

Convenient online shopping

Robust security measures

Seamless transaction management

Cons:

High transaction fees

Inefficient refunds and disputes

Issues with email transactions

High fees and hidden costs

Costly currency exchange

See pros and cons details

Pricing

Starting price:$0.29 other|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

QuickBooks Enterprise logo
4.5
(20.6K)

User insights about the data import/export feature

Reviewers appreciate QuickBooks Enterprise's data import/export capabilities. They find it easy to import data from banks and credit card companies with just one click. Users report that exporting reports to Excel is fantastic and helpful for sharing with management. They highlight the smooth process of importing time to create invoices and the software's seamless integration with other products. Some users mention that while the tools are generally easy to use, they may require some accounting knowledge to navigate effectively.
“I need to share reports with the management every Friday or Monday. All I have to do is export my already customised reports in excel to add additional remarks and email the same to my management. This is a very easy but a very important feature.”
Verified reviewer profile picture

Madhura M.

Finance and Accounts Manager

“Importing Data from our bank and credit card company is one click away, sending data to our CPA is also one click away. It doesn't get any better than this and any easier. ”
CO

Cindy O.

CEO Owner

Billing and Invoicing key features coverage

QuickBooks Enterprise offers 5 out of the 6 key features for Billing and Invoicing software identified by reviewers:

Invoice Processing
Invoice Creation4.6
Online Invoicing4.6
Invoice History4.7
Payment Processing4.5
Tax Calculation4.5

Pros and cons based on 20,610 verified reviews

61% of users rated QuickBooks Enterprise 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 20,610 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive expense tracking

Ideal for small businesses

Effective financial management

Streamlined bookkeeping

Efficient tax management

Cons:

Frequent issue resolution challenges

Slow performance speed

Disruptive software updates

High cost concerns

Unreliable customer service

See pros and cons details

Pricing

Starting price:$2210 flat rate/per year|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Billing and Invoicing Software with Data Import/Export in 2026

PayPal logo

Payment processing, fraud protection and risk management

PayPal provides an end-to-end suite of tools that can integrate with a business's existing systems and service providers. Its network of shoppers and businesses provides AI-driven data insights to help businesses reach new customers and drive results.

Read more about PayPal

Users also considered
QuickBooks Enterprise logo

Enterprise accounting, FSM and inventory management solution

QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access to customer, employee, and vendor information. The software includes tools for managing inventory, shipping, sales orders, pricing, tasks, invoicing, reporting, and more.

Read more about QuickBooks Enterprise

Users also considered
Rippling logo

Workforce management across HR, finance, and IT. 

Rippling Spend: Consolidate your business’s corp cards, bill pay, travel and expense management, into one modern system with built-in approvals, custom policies, and automatic reconciliation.

Read more about Rippling

Users also considered
QuickBooks Online logo

Accounting and business management software

Use QuickBooks Online to create custom invoices with your own branding. Insert Pay Now links to your invoices and accept payment via credit card or bank payment

Read more about QuickBooks Online

Users also considered
Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Housecall Pro logo

Field service management application for businesses

Housecall Pro simplifies billing with one-click digital invoicing, automatic reminders, and secure payment methods. Keep track of payments and send automated receipts. Go paperless and boost efficiency. Join over 45,000 businesses and sign up for a free trial today!

Read more about Housecall Pro

Users also considered
Square Point of Sale logo

iPad & Android point of sale (POS) system

Square Point of Sale is a POS solution for Android and iOS devices which includes tools for managing payments, digital receipts, inventory, reports, and more.

Read more about Square Point of Sale

Users also considered
Xero logo

Cloud-based accounting software for small businesses

Xero is an award-winning online accounting software with billing and invoicing solutions designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Easily manage your cash flow, bills, and invoices all in one place.

Read more about Xero

Users also considered
Clio logo

Cloud-based legal practice management tool for law firms.

Legal billing software that gives you sleek, customizable invoices. Generating a bill and receiving payment with Clio is quick and easy—and can be done online.

Read more about Clio

Users also considered
Hubstaff logo

Centralized app for time tracking and productivity metrics

Streamline your billing with Hubstaff: automate and track invoicing and billable hours seamlessly. Enhance your brand with customizable invoices. Easy integration with QuickBooks, PayPal, and more. No credit card needed, available for iOS and Android. Simplify billing in a few clicks.

Read more about Hubstaff

Users also considered
Jobber logo

Tool that manages quotes, schedules, invoices and tasks

Join over 250,000 home service pros using Jobber. We make it easy to schedule appointments, quote, invoice, and get paid faster. Organize your field service business and impress your clients - get started today.

Read more about Jobber

Users also considered
Wave logo

Accounting, invoicing, and payroll management platform

With Wave's comprehensive, free and unlimited invoicing tools, you can send invoices, keep track of who owes what, send reminders and more.

Read more about Wave

Users also considered
Zoho Invoice logo
Category Leaders

Online invoicing tool for freelancers and SMBs.

Zoho Invoice is an online invoicing software that helps you craft beautiful invoices, automate payment reminders and receive payments faster.

Read more about Zoho Invoice

Users also considered
Timesheets.com logo

Time tracking, payroll, and billing for businesses

Timesheets.com tracks time and expenses to produce reports and exports to software like QuickBooks for invoicing.

Read more about Timesheets.com

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

Sales teams can collect payments directly inside their PandaDoc proposals, quotes and contracts as soon as the documents get eSigned. You can further integrate via Zapier with accounting and invoicing software like Freshbooks and Quickbooks online.

Read more about PandaDoc

Users also considered
Marketing 360 logo

Marketing Platform For Small Business

Send invoices with ease
Create and send online invoices and estimates in minutes. Get paid in one click 24/7 from any device. Keep track of the status of all your invoices in real time from one place.

Read more about Marketing 360

Users also considered
SuiteDash logo

All-in-One Business Software

Perfect for small to medium-sized businesses looking for a cost-effective, all-in-one platform to integrate CRM, project management, billing, and client portals, SuiteDash simplifies operations, boosts productivity, and reduces overhead costs. Save time and money while streamlining your workflow wit

Read more about SuiteDash

Users also considered
webexpenses logo

Software for smarter expense management & invoice processing

Webexpenses provides simple, intuitive cloud-based software for smarter expense management and invoice processing, with full support and seamless integration.

Read more about webexpenses

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

Optimize receivables and accelerate cash flow by automating billing and invoicing processes with NetSuite's AI-fueled cloud accounting software. Transactions are posted to the GL automatically, which saves time, helps avoid error-prone manual data entry and ensures AR data is always up to date.

Read more about NetSuite

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Secure and easy digital payments. Use payment schedules and reminders to never miss an a client payment. Give clients a frictionless payment experience. Small businesses have booked over $2 billion in business through HoneyBook. Get paid quickly and on time, every time.

Read more about HoneyBook

Users also considered
Abby logo

Billing and invoicing platform

Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.

Read more about Abby

Users also considered
QuickBooks Online Advanced logo

Accounting & business management for small businesses

Automate billing and invoicing with customizable templates, batch processing, and real-time payment tracking for efficient operations.

Read more about QuickBooks Online Advanced

Users also considered
TimeCamp logo

A 100% free time tracker for teams. Unlimited users for $0.

TimeCamp is a time tracking platform with which SMBs can track billable hours, generate automatic invoices & manage employee time & attendance

Read more about TimeCamp

Users also considered
BQE CORE Suite logo
Category Leaders

Cloud-based firm management tool for A&E firms.

BQE CORE is a cloud-based software designed specifically for architecture and engineering firms. The platform integrates accounting, invoicing, project management, and resource planning features that streamline operations across entire organizations. BQE CORE enables firms to track time and expenses, manage projects profitably, and access real-time financial data through a centralized system that eliminates the need for multiple software solutions.

Read more about BQE CORE Suite

Users also considered
BigTime logo

AI-powered scoping, project, time, and billing software

BigTime helps reduce operational costs, align talent to projects, accelerate payments, and enable decision-making. With 20+ years of experience, BigTime can get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges and scale with you tomorrow.

Read more about BigTime

Users also considered

Key features for Billing and Invoicing software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Invoice Processing: Reviewers appreciate the ease of storing and reviewing past invoices, efficient OCR functionality, streamlined workflows, and customizable templates. They value the automatic updates for partial payments and the ability to manage invoices on the go. 95% of reviewers rated this feature as important or highly important.
  • Invoice Creation: Users highlight the customization options for invoices, quick creation process, and templates that ensure professional appearance. They also value the ability to manage recurring invoices and integration with other business processes. 94% of reviewers rated this feature as important or highly important.
  • Online Invoicing: Reviewers value the ability to send invoices via email, track payment status, and customize invoice templates. They appreciate the convenience of cloud-based access and automatic notifications for payment status. 92% of reviewers rated this feature as important or highly important.
  • Invoice History: Users find it beneficial to have comprehensive access to past invoices, including payment status and customer details, aiding in tracking, auditing, and financial management. 91% of reviewers rated this feature as important or highly important.
  • Payment Processing: Reviewers emphasize the importance of secure and reliable payment processing, integration with other systems, and the ability to handle various payment methods. They appreciate features like automated payment scheduling and notifications. 91% of reviewers rated this feature as important or highly important.
  • Tax Calculation: Reviewers value the automated tax calculations based on current regulations, customizable tax settings, and the feature's compliance support. They appreciate the accuracy and time-saving aspects of this feature. 82% of reviewers rated this feature as important or highly important.