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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.

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

  • 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.

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