Billings Pro Help
Index

# Adding customers from QuickBooks as clients

You can add customers from QuickBooks as clients in Billings Pro. You would want to do this if you are using Billings Pro & QuickBooks integration. You must first export your customer list from QuickBooks into an IIF file. This IIF file will then be used to import your customers into Billings Pro.

## To export your customer list from QuickBooks

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

   The Export window opens.

2. Select the Customer List checkbox.
3. Click OK.
4. Enter a filename, choose an export location, and click Save.

## To add customers from QuickBooks as clients

1. In Billings Pro, choose File > Add Client from > QuickBooks IIF.
2. In the sheet that opens, click Open IIF. Select the IIF file you have just exported from QuickBooks and click Open.

   Billings Pro displays all the customers who were exported from QuickBooks.

3. Select the customer(s). Click Add.

Alternately, you may click the "+" button at the bottom-left corner of the Billings Pro window and choose "Add Client from QuickBooks IIF."

## See also

About Billings Pro and QuickBooks Integration