Billing Manager Help

• Getting Started

• Log in and out
• Forgot your password?
• Set up your company information
• Change your settings
• Set up your products and services

• Invoices and Estimates

• Create your first invoice
• Create a recurring invoice
• Create an estimate
• Other invoice tasks
• Work with existing invoices
• Use invoice folders
• E-mail invoices
• Print invoices

• Payments

• Get paid and record payments
• Let customers pay you online
• Process payments yourself
• Voids and Refunds

• Find Contacts and Customers

• Use the Search Tool
• Filter your data by date
• Sort Your Data
• Sort Information

• Work with Customers

• Manage your address book
• Import and export contacts
• Tag contacts and customers
• Create custom fields

• Get answers from Billing Manager

• Find Information

• Support

• Frequently asked questions
• Get help
• Give feedback

• Legal Information

• Terms and conditions
• Privacy policy

Import and Export Contacts

You can import or export contacts to other programs.

Import contacts from Outlook/Outlook Express

To import contacts from Outlook/Outlook Express, follow these steps:

1. In Outlook/Outlook Express, go to the Contacts folder.
2. Go to the File menu, and then click Import/Export.
3. Select Export to a file.
4. Select the option to export to Comma Separated Values (CSV) format.
5. In Billing Manager, click Import Your Contacts, click Browse to locate the CSV file you exported from Outlook, and then click Import.

Export contacts to a CSV file

You can export your contacts to a comma-separated values (CSV) file. Just go to My Address Book, and then click Export Your Contacts and follow the onscreen instructions.

Export contacts to your QuickBooks Online account

If you have a QuickBooks Online account, you can export your contacts to that application. Click the "Find out how" link to learn about how this process works, to sign up for QuickBooks Online if you don't already have an account, to set up a connection between Billing Manager and QuickBooks Online so you can share data between the two applications, and to check your connection status. Just follow the instructions onscreen.