! Where can I find the exported data in QuickBooks? The data you've exported from Billings Pro is now available in QuickBooks. Upon importing, QuickBooks displays a message saying "Your data has been imported." 4. Browse to the location where you had saved the IIF file after exporting it from Billings Pro, select it, and click Open. Enter a name and choose a location to save the backup file. In the alert window, click OK to create a backup. In QuickBooks, choose File > Import > From IIF Files. ! Step 2: Working from QuickBooks, you must import the file that was just exported from Billings Pro into QuickBooks. As soon as you click Export, Billings Pro considers those items as sent and groups them under "History" even though you've not yet imported them into QuickBooks. Clicking "History" displays the item(s) (i.e., retainers/invoices/payments) that you have already exported. Clicking "Pending" displays the item(s) (i.e., retainers/invoices/payments) that are available to be exported. In the export tool, the Retainers, Invoices, and Payments tabs each have clickable "Pending" and "History" buttons. Note: You must have already set up retainers, invoices and payments in your Billings Pro database for these tabs to display those items. You may un-select the checkbox for the ones you don't want to export. Click the Retainers, Invoices, and/or Payments tab to review the respective items you will export. In Billings Pro, choose File > Export > To QuickBooks IIF. Step 1: Working from Billings Pro, do the following: 1. ! ! ! To export your data ! You are now ready to export your data. You must also review your mapping rules in the Billings Pro export tool and update them when these lists have changed. Only if your chart of accounts, items, and/or customer list changes in QuickBooks, must you re-export your IIF file from QuickBooks and re-load the new IIF file in the Billings Pro export tool. Note: The above mentioned pre-requisites are required to be completed just once before you export from Billings Pro for the first time. (For more information about mapping, please read “Mapping rules for QuickBooks integration” on page 6.) ! You must now assign mapping rules that specify how you wish to export your data. Specify mapping rules for General, Taxes, Categories, and Clients. In the Billings Pro Export window, click the Rules tab. Browse to the location where you have saved your IIF file which was exported from QuickBooks. Click the Load IIF button at the bottom-left corner of the window.
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