
About Billings Pro and MoneyWorks Integration
Using Billings Pro & MoneyWorks integration, you can seamlessly export your financial data from Billings Pro into MoneyWorks, including clients, retainers, invoices, and payments.
We have tested the integration with MoneyWorks Gold/Express/Datacenter 6.0.5 at minimum. If you have a different version of MoneyWorks, please run some tests to ensure that the correct information is being displayed in MoneyWorks. Once you are satisfied with those tests, only then should you use in a production environment.
You must install both Billings Pro and MoneyWorks on the same computer. Before you export data from Billings Pro, ensure that MoneyWorks is running and you've opened the appropriate file. For each export, Billings Pro remembers which items have been exported and does not offer to re-export them unless you specifically clear the history.
For integration purposes, we assume that you've already set up MoneyWorks and are currently using it in your environment.
See also
Exporting information from Billings Pro into MoneyWorks