Mapping rules for MoneyWorks Integration

It is very important to assign proper mapping before you export data from Billings Pro into MoneyWorks. Mapping rules must be set up once and those rules are applied every time you export data.

To assign mapping rules, choose File > Export > To MoneyWorks 6. In the Send to MoneyWorks 6 window, click the Rules tab and specify the following settings.

The required mappings are indicated by red flags and they must be set for you to be able to export. Nice to have mappings are indicated with yellow flags.

See also

About Billings Pro and MoneyWorks integration

Exporting information from Billings Pro into MoneyWorks

Viewing exported retainers in MoneyWorks