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Add a bank account

To pay bills or get paid using Bill.com, a bank account will need to be added.
 
Bank account setup differs depending on the type of Bill.com: 

Advanced (monthly subscription)
 
You must have Pay bills via Bill.com permissions to add a bank account to Bill.com.  By default, the Administrator of the Bill.com account has this permission, as do any Payers. 
  1. Hover over the gear icon, click Settings 
  2. Under Your Company, click Bank Accounts 
  3. Click Set up new bank, the bank account wizard (6 steps) will display.
  4. Confirm signing authority or permission to authorize transactions on the account
  5. Identity Verification:
    • IMPORTANT: Make sure to use your legal name, and home address (usually the one that appears on your Driver's License). If the name you have entered in Bill.com isn't your legal name, click Update my legal name. You'll be returned to this page after making changes.
    • For your security, we'll ask you a short series of questions from information on the public record to verify your identity, beginning with your name and address. 
  6. Click Link your bank account Screen_Shot_2016-09-23_at_4.59.06_PM.png
    • The bank account information can be added manually as well, click enter your bank info manually. This process takes a little longer (2-3 banking days), and requires us to make a micro-deposit to the bank account, to verify it can process ACH payments. Verify the micro-deposit amount in 2-3 banking days to complete bank account setup. Learn more here: Manual bank account entry - verifying your bank account
  7. Click your bank name, or search if your bank isn't listed 
    Select_your_bank_-_java.png
  8. Enter your online banking login credentials 
    Enter_your_credentials.png
  9. If using Multi-Factor Authentication with online banking, it will be presented here. Follow the prompts on the screen. 
      
  10. Click Continue
  11. Select the accounts to use with Bill.com. Add the category (Business or Personal) and name on the account for each. 
    • Note: If Tax ID/Tax ID Type has not been provided already, enter it here. This is required by financial regulations. 
  12. Click Save. The bank account is ready to use with Bill.com!

Things to know

  • An email will be sent to all Administrator users on the Bill.com account when a NEW bank account is added
  • Once the bank account is active, the bank-authorized user can nominate other users to become authorized in order to pay bills. 

 

Basic accounts (free)
  1. Click the gear icon
  2. Under Your Company, click Bank Accounts 
  3. Click Set up new bank
  4. Enter bank account details 
  5. Click Continue 

Things to Know

  • An email will be sent to all Administrator users on the Bill.com account when a NEW bank account is added
  • There is no limit to the number of bank accounts that can be added to Bill.com

 

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