Billings Pro Help
Index

# Exporting information from Billings Pro into MoneyWorks

Working from Billings Pro, you can export your financial data to MoneyWorks for accounting purposes. This includes exporting clients, retainers, invoices, and payments.

Ensure that MoneyWorks is running and you've opened the appropriate file to be able to send data from Billings Pro.

Pre-requisites

1. You must make a Custom Plug-Ins folder in MoneyWorks to save logs for troubleshooting purposes. To learn how to do this, click here.

2. Before you export data from Billings Pro to MoneyWorks for the first time, you must assign mapping rules. This must be done only once. Once the rules have been set, the same rules will be applied each time you send data to MoneyWorks.

   At any point, if you feel the need to modify the mapping rules, you can do so. All exports done moving further will be according to the latest mapping rules that you have set.

   ## To assign mapping rules

   1. In Billings Pro, choose File > Export > To MoneyWorks 6.
   2. Click the Rules tab, if not already selected.
   3. Specify mapping rules for Retainers, Payments, Categories, Taxes, and Clients. Click here for more information about setting up mapping rules.

Now, you are ready to export.

## To export your data

1. In Billings Pro, choose File > Export > To MoneyWorks 6.

   The Send to MoneyWorks 6 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 Send.

   Billings Pro exports your data to MoneyWorks.

In the Send to MoneyWorks 6 window, 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.

Where can I find the exported data in MoneyWorks?
The data you've exported from Billings Pro is now available in MoneyWorks. In MoneyWorks, choose Show > Transactions and select your transaction settings, if required. You may also open the customer record and click the Balances tab to view the data you've exported from Billings Pro.

If you add new information in MoneyWorks (for example, a new account) while keeping the "Send to MoneyWorks" window open in Billings Pro, then you must click the "Refresh" button in the "Send to MoneyWorks" window for the new updates to be propagated to Billings Pro.

## See also

About Billings Pro and MoneyWorks integration

Adding customers from MoneyWorks as clients

Viewing exported retainers in MoneyWorks