Managing payables and receivables efficiently is crucial for any financial business. Integrating BILL (formerly known as Bill.com) with QuickBooks Online automates the transfer of bills, payments, and vendor records between the two systems, saving time and minimizing manual errors.  

This guide will take you through the steps to sync your Bill.com account with QuickBooks Online, ensuring you make the most of this powerful integration. 

Things You Need Before You Start

Before connecting Bill.com with QuickBooks, ensure you have:

  • An active Bill.com account
  • A QuickBooks Online subscription that supports integrations
  • Admin or authorized user access to both Bill.com and QuickBooks Online
  • Updated vendor and customer records to enable seamless mapping

Steps To Sync Bill.com With QuickBooks Online

Below are the steps to sync bill.com with QuickBooks Online: 

Connect To QuickBooks Online 

To get started, sign in to your Bill.com account: 

  • In Bill.com, click the ‘Sync’ icon and select ‘Set Up’ 
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  • Click ‘Connect to QuickBooks’ 
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  • A new window will appear, asking you to log in to your QuickBooks Online account 
  • Enter your QuickBooks Online login credentials 
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  • Select the QuickBooks Online company you want to link to your BILL account and click ‘Connect’ to securely share your data with Bill.com 
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Choose Sync Preferences 

After the initial sync is complete, set up your sync preferences. Some fields may already be pre-filled—be sure to review and confirm the correct accounts are selected: 

  • Sync Automatically: Enable this option to have the sync run at least once daily on your chosen schedule. You can still manually sync at any time using the ‘Sync Now’ button without affecting the automatic sync
  • Sync Vendors And Customers: Choose whether to sync all vendors and customers or only specific ones
  • Invoices And Bills: Define how invoices, bills, payments, and credits will transfer between the systems. Enabling ‘1-Way Transactions Sync’ prevents transactions (bills, invoices, and payments) from syncing from your accounting system to BILL
  • Payment Accounts: Select the QuickBooks bank account that corresponds to your Bill.com disbursement account
  • Journal Entry Numbers: Choose between using QuickBooks Online’s automatic numbering or a custom identifier to tag journal entries coming from BILL AP or AR, along with the date
  • Master In Case Of Conflict: Determine which system (BILL or QuickBooks) should be the source of truth if conflicting updates are made before a sync

Click ‘Save’ to apply your preferences 

Key Benefits Of Syncing Bill.com With QuickBooks Online

Integrating Bill.com with QuickBooks allows businesses to streamline their financial workflows and manage accounts receivable and payable more efficiently. Some of the key benefits include: 

1. Financial Control 

Empowers businesses to create workflows and routing rules that simplify approval processes from any device. Effortlessly manage and track domestic and international bills, with estimated delivery times and a comprehensive audit trail from sending to receiving. 

2. Two-Way Data Sync 

When Bill.com and QuickBooks Online are connected, transactions like bills, invoices, vendor credits, and payments automatically sync between both platforms. This ensures accounting records remain accurate without needing double entries. 

3. Accounts Payable Automation 

Bill.com automatically inputs invoice details for your review. Create workflows and rules to streamline and speed up approvals, even when you're on the go. 

Document Storage And Audit Trails 

Access any document, vendor record, or proof of payment with ease and view time-stamped audit trails for every transaction. 

Wrapping Up: Bill.com And QuickBooks Online Integration

Integrating Bill.com with QuickBooks Online, an accounts payable software, can greatly streamline your financial processes, allowing for smoother management of bills, payments, and vendor information across both platforms.  

By following the steps in this guide and customizing your sync preferences, you'll benefit from real-time data updates, improved reporting accuracy, and enhanced cash flow management—without the hassle of manual data entry.