OVERVIEW

After the initial sync with your QuickBooks company file, the following are created in Bill.com:

• vendors
• accounts
• departments (classes)

Please note: Bill.com sync preferences must be mapped to your correct QuickBooks accounts in order for your transactions (bills and bill payments) to sync to QuickBooks.

SYNC PREFERENCE SETUP

Set up the QuickBooks accounts to sync bills and bill payments

1. Sign in to your Bill.com account
2. In the upper right, hover over . Then click Settings
3. On the Settings page, under Sync, click Preferences
4. On the Sync Preferences page, click
5. On the Preferences page, select Move Transactions to QuickBooks
6. Select the QuickBooks accounts to use for your Bill.com transactions
7. Select Record Funds Transfer
8. Click Save