Billings Pro 1.1 adds support for QuickBooks & MoneyWorks

Product Updates / April 4, 2011 / Ryan

Today we’re shipping an important update to Billings Pro – version 1.1.

Billings Pro 1.1 adds an export to QuickBooks feature, MoneyWorks integration, and some general speed and usability enhancements. You must upgrade both the server and the app.

Export to QuickBooks

You can now export Clients, Invoices, Payments and Retainers to an IIF file and then import that IIF file into QuickBooks. You can also import the chart of accounts and client names from an IIF file.

MoneyWorks Integration

Billings Pro now integrates with MoneyWorks 6.0.5 (Express, Gold and Data Center). Billings Pro connects to the running MoneyWorks database to exchange data. There is no manual file transfer. You can send over Clients, Invoices, Payments and Retainers. Payments received in MoneyWorks for an invoice created in Billings Pro are pulled into Billings Pro, and the totals are updated. You can also import Clients from MoneyWorks.

What else is new?

Faster Invoice, Estimate and Statements Generation

We’ve sped up the process of creating these documents significantly. This is especially apparent on slow networks or on distant networks. The process is the same but the speed has improved considerably.

Directly add Clients in Billings Pro

You can now add clients directly in Billings Pro – you don’t have to import them from Address Book or Daylite. Billings Pro no longer requires the client to be in Address Book before sending an invoice.

UPGRADE PROCEDURE:

Please follow the steps outlined in this article in order to ensure you update Billings Pro correctly.

Both the application (Billings Pro), and the server (Billings Pro Server) must be upgraded to 1.1.

Upgrade Billings Pro Server first, then upgrade all copies of Billings Pro on all computers.

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