How do I migrate from Billings to Billings Pro Cloud? How do I migrate from Billings to Billings Pro Cloud?

How do I migrate from Billings to Billings Pro Cloud?

The migration to Billings Pro Cloud requires you to migrate to Billings Pro on the same computer that has your Billings 3 database.

If Billings resides on a different computer, please contact support for alternate steps.

Here is what you will need to do:

  • Quit Billings (if applicable).
  • Create a Billings Pro Cloud account.
  • You should receive a confirmation email titled "Welcome to Billings Pro," which will contain your account credentials and provide you with download links for Billings Pro.
  • Download and install Billings Pro.
  • Once installed, launch the application.
  • Enter your credentials when prompted in the login window:
    • Company ID
    • Login Name
    • Password
  • Click "Log In" to proceed.
    Billings Pro Login window
  • You will be presented with the Billings Pro Setup Assistant - Migrate from Billings 3 screen.
  • Click the "Migrate Now" button to migrate your Billings 3 data to your cloud account.

This process may take a while, depending on the size of your Billings database. Do not force quit Billings Pro during this step.

Migrate from Billings 3 screen

  • Billings Pro will automatically log you into your cloud account once the data has been successfully migrated.

If you experience any problems creating a cloud account or migrating your Billings database, please submit a support ticket.