
Adding customers from MoneyWorks as clients
You can add customers from MoneyWorks as clients in Billings Pro. You would do this, for example, if you have already set up the customer in MoneyWorks and you want to start billing them from Billings Pro.
To add customers from MoneyWorks as clients
- In Billings Pro, choose File > Add Client from > MoneyWorks 6.
- In the sheet that opens, select the client. To select multiple clients, hold down the Command key and select them.
- Click Add.
Alternately, simply click the "+" button at the bottom-left corner of the Billings Pro window and choose "Add Client from MoneyWorks 6."