Billings Pro Help
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# How do I create a retainer account in MoneyWorks for exporting retainers?

If you have added payments using "Retainer" as the method in Billings Pro and wish to track all retainers exported to MoneyWorks in a separate account, you can do so. You must create a new account in MoneyWorks and map retainers to this account before you export.

## To create a retainer account in MoneyWorks

1. In MoneyWorks, choose Show > Accounts.
2. To create a new account, click the New button.
3. In the Account window, do the following:
   - Enter a suitable code.
   - Enter a suitable description.
   - Set the Account Type as Bank Account.
   - Click the Bank Settings tab. In the Bank Account is pop-up menu, select Credit Card.
4. Click OK.

Once you are done, go to Billings Pro, choose File > Export > To MoneyWorks 6. Click the Rules tab, select Retainers, select "Bank account for retainers" and map it to the newly created retainer account.

The next time you export to MoneyWorks, all retainers will be added to the retainer account you've set up in MoneyWorks.

## See also

About Billings Pro and MoneyWorks integration

Adding customers from MoneyWorks as clients

Exporting information from Billings Pro into MoneyWorks