MobileBiz ProHelp Center
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Help Center
  • Getting Started
    • How to Set Up Your Company Profile
    • How to Add Your Company Logo
    • How to Add Your First Customer
    • How to Add Items and Services
    • How to Create an Email Template
    • How to Set Up Automatic Backups
  • Data Management
    • How to Transfer Data to a New Phone
    • How to Restore a Backup
    • How to Back Up to Google Drive
    • How to Import Customers from a CSV File
    • How to Back Up to Dropbox
    • How to Import Items from a CSV File
    • Can I Sync Data Between Devices?
    • How to Change Where MobileBiz Pro Saves Your Files
  • Invoicing
    • How to Create an Invoice
    • How to Create a Quote or Estimate
    • How to Convert a Quote to an Invoice
    • How to Email an Invoice to a Customer
    • How to Record a Customer Payment
    • How to Add Shipping Charges to an Invoice
    • How to Capture a Signature on an Invoice
  • Reports
    • What Reports Are Available in MobileBiz Pro?
    • How to Customize and Save Reports
  • Customizations
    • What Can I Customize in MobileBiz Pro?
    • How to Customize Your PDF Invoice Layout
    • How to Change Font Size on Invoices
    • How to Change Your Currency Symbol and Format
    • How to Show Project Names on Invoices
  • 3rd Party Tools
    • How to Use Barcode Scanning
    • How to Access MobileBiz Pro from a Computer
    • How to Export Data to QuickBooks Online
  • Plus Features
    • MobileBiz Pro Plus — What's Included
    • How to Add Photos to Invoices
    • How to Track Business Expenses
    • How to Add Photos to a Customer or Vendor
  • FAQ
    • Fix: PDF Service Not Available
    • Why Is My Logo Not Showing on Invoices?
    • Fix: CSV Import Not Working
    • How to Set Up MobileBiz Pro on a New Phone
    • How to Create PDFs Without an Internet Connection
Help CenterData Management

Data Management

How to Transfer Data to a New Phone

Move all your MobileBiz Pro invoices, customers, and items to a new Android phone using a Dropbox backup.

How to Restore a Backup

Restore your MobileBiz Pro data from a Dropbox, Google Drive, or device backup file.

How to Back Up to Google Drive

Back up your MobileBiz Pro data to Google Drive. Free users get one free backup; ongoing Google Drive backups require a Plus subscription.

How to Import Customers from a CSV File

Bring your existing customer list into MobileBiz Pro by importing a CSV file from your device or Dropbox.

How to Back Up to Dropbox

Back up your MobileBiz Pro data to Dropbox and restore it at any time. Dropbox backup is free for all users — no Plus subscription required.

How to Import Items from a CSV File

Add products and services to MobileBiz Pro in bulk by importing a CSV file from your device or Dropbox.

Can I Sync Data Between Devices?

Learn about multi-device sync in MobileBiz Pro and the current workaround for using the app on more than one phone.

How to Change Where MobileBiz Pro Saves Your Files

Change where MobileBiz Pro saves backups, exports, and import files on your device so you can access them from any file manager app.