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Bill.com sync with QuickBooks For Windows

Bill.com utilizes the Bill.com Sync Dashboard to transfer information between Bill.com and QuickBooks for Windows (also referred to as QuickBooks Desktop). The Bill.com Sync Dashboard is available for download in each Bill.com account set to sync with QuickBooks for Windows.

 

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QuickBooks to Bill.com

With each sync, Bill.com picks up QuickBooks changes to:

  • Accounts
  • Departments (called Classes in QuickBooks)
  • Vendors
  • Jobs (called "Customer: Jobs" in QuickBooks)
  • Book Balance - shown in Cash Forecast
  • Customers
  • Invoices (new and edited invoices)
  • Items

Bill.com to QuickBooks

QuickBooks picks up any Bill.com changes to:

Things to know

Payables

  • Bill.com recommends that all bills, vendor credits, approvals, and payments are made in the Bill.com application.

Note: Any changes made in QuickBooks for bills, vendor credits, approvals and payments will not synchronize to Bill.com.

Receivables

  • The date the sync is connected is considered the sync start date for AR invoices. If your sync was connected on 4/1/19, only AR invoices with invoice dates of 4/1/19 or later will sync into Bill.com, no matter the creation date.
    • Any invoices dated before 4/1/19 will not sync from QuickBooks to Bill.com, and Customer Support cannot force them over. 
    • If you manually create those invoices in Bill.com, they will try to sync to QuickBooks, and there will be a duplicate error if the invoice already exists in QuickBooks. Delete the invoice in QuickBooks and let the newly created invoice in Bill.com sync to QuickBooks
  • Invoices can be created in either QuickBooks or Bill.com.
  • Invoices created directly in Bill.com can be edited until the invoice syncs to QuickBooks
    • After the sync, invoices can only be edited in QuickBooks.

Note: Although invoices cannot be edited in Bill.com after syncing to QuickBooks, invoices can still be sent to customers and payments can still be recorded in Bill.com.