How to Send a Backup of Your Classic Invoice2go Desktop or Old Invoice2go App

If you are a classic Invoice2go Desktop or an old Invoice2go app customer and are looking to upgrade to our new Invoice2go cloud product, our customer Support representatives will be happy to help you upgrade your account and migrate all of your existing data. You will receive a free one-year subscription.

Once our Support team receives your information, they will transfer your classic or old app data into your new account. Please allow for 2 to 3 days for completion. *Note that after sending your backup to our Support team, any new documents you create on your old Invoice2go product will not reflect within your new account.

Please follow the steps below to send our Support team a backup of your information:

Old Invoice2go App (app icon with white background, green planes)

  1. If you haven’t done so already, download the new Invoice2go app (app icon with green background, white planes) or visit invoice2go.com and sign up for a free trial account.
  2. Find your new account ID number (this will help us know which account to send your backup to).
    • If you are on a mobile device or tablet:
      • Tap on the menu bar (three lines at the top left)
      • Tap on Settings
      • Tap on Manage Account
    • If you are on a computer using our web product:
      • From the home page, click on your email address next to megaphone at the top right
      • Your account ID will appear at the top
  3. Open the old app on your mobile device or tablet
  4. Tap on the menu bar (three lines at the top left)
  5. Scroll to the bottom of left menu bar
  6. Tap Back Up then select Email.
  7. Email the backup to: migrate@invoice2go.com (include your new account ID in the copy of the email)

 Classic Invoice2go Desktop

  1. Visit invoice2go.com and sign up for a free trial account. If you are interested in using a mobile device, you can also download the new Invoice2go app from either the iOS App Store or the Google Play Store.
  2. Find your new account ID number (this will help us know which account to send your backup to).
    • If you are on a computer using our web product:
      • From the home page, click on your email address next to megaphone at the top right
      • Your account ID will appear at the top
    • If you are on a mobile device or tablet:
      • Tap on the menu bar (three lines at the top left)
      • Tap on Settings
      • Tap on Manage Account
  3. Open up your classic Invoice2go Desktop and change the templates on all your documents from Custom Invoice2go to any of the styles in the Professional Folder (this will ensure that each document is transferred seamlessly to our new product).
  4. Backup each company (*note that each company needs its own separate backup file).
  5. Export customers and products lists:
    1. Click the company you want to upgrade to cloud
    2. Click company tab on the tools menu
    3. Click Open Lookup List
    4. Click Customers (click Products when exporting product list)
    5. Click Export
    6. Save file to a location
    7. (repeat for product list)
  6. Backup company data:
    1. Choose company to backup
    2. Click File
    3. Click Backup & Restore Wizard (F10 shortcut)
    4. Click Take a backup of my file
    5. Click Backup
    6. Choose the backup location
    7. Save the backup (downloading times may vary depending on size of file)
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