Billings Pro Help
Index

# Exporting information from Billings Pro into QuickBooks

Working from Billings Pro, you can export your financial data to QuickBooks for accounting purposes. This includes exporting clients, retainers, invoices, and payments. Billings Pro integrates with QuickBooks via IIF files.

As a pre-requisite, complete the following steps once before you export data from Billings Pro to QuickBooks for the first time.

Working from QuickBooks, you must export your chart of accounts, customer list and item list to an IIF file.

## To export lists as an IIF file

1. In QuickBooks, choose File > Export > Lists to IIF File.

   The Export window opens.

2. Select the "Chart of Accounts," "Customer List," and "Item List" checkboxes.
3. Click OK.
4. Enter a filename. Specify an export location. Click Save.

   Upon exporting, QuickBooks displays a message saying "Your data has been exported successfully."

5. Click OK.

The next step is to load the IIF file you have just created in Billings Pro via the Billings Pro export tool. Working from Billings Pro, do the following:

## To load the IIF file

1. In Billings Pro, choose File > Export > To QuickBooks IIF.

   A new export window opens.

2. Click the Load IIF button at the bottom-left corner of the window.
3. Browse to the location where you have saved your IIF file which was exported from QuickBooks. Select it and click Open.

You must now assign mapping rules that specify how you wish to export your data.

## To assign mapping rules

1. In the Billings Pro Export window, click the Rules tab.
2. Specify mapping rules for General, Taxes, Categories, and Clients. Click here for more information.

Note: The above mentioned pre-requisites are required to be completed just once before you export from Billings Pro for the first time. Only if your chart of accounts, items, and/or customer list changes in QuickBooks, must you re-export your IIF file from QuickBooks and re-load the new IIF file in the Billings Pro export tool. You must also review your mapping rules in the Billings Pro export tool and update them when these lists have changed.

You are now ready to export your data.

1. Step 1: Working from Billings Pro, do the following:

   ## To export your data

   1. In Billings Pro, choose File > Export > To QuickBooks IIF.

      A new export window opens.

   2. Click the Retainers, Invoices, and/or Payments tab to review the respective items you will export. You may un-select the checkbox for the ones you don't want to export. Note: You must have already set up retainers, invoices and payments in your Billings Pro database for these tabs to display those items.
   3. When you are ready, click Export.
   4. Enter a filename. Click Save.

   In the export tool, the Retainers, Invoices, and Payments tabs each have clickable "Pending" and "History" buttons. Clicking "Pending" displays the item(s) (i.e., retainers/invoices/payments) that are available to be exported. Clicking "History" displays the item(s) (i.e., retainers/invoices/payments) that you have already exported. As soon as you click Export, Billings Pro considers those items as sent and groups them under "History" even though you've not yet imported them into QuickBooks.

2. Step 2: Working from QuickBooks, you must import the file that was just exported from Billings Pro into QuickBooks.

   ## To import your data into QuickBooks

   1. In QuickBooks, choose File > Import > From IIF Files.
   2. In the alert window, click OK to create a backup. Enter a name and choose a location to save the backup file. Click Save.

      A Finder window opens.

   3. Browse to the location where you had saved the IIF file after exporting it from Billings Pro, select it, and click Open.

      Upon importing, QuickBooks displays a message saying "Your data has been imported."

   4. Click OK.

Where can I find the exported data in QuickBooks?
The data you've exported from Billings Pro is now available in QuickBooks. Go to the Customer Center, select your customer, specify display settings (if any) and you will be able to view the data you've exported from Billings Pro.

## See also

About Billings Pro and QuickBooks integration