Switching accounting software in Bill.com requires assistance and review from a Customer Support team member to ensure a successful transition - we want to get you syncing again as soon as possible. Here are some things you should know:
REQUESTING A MIGRATION
Contact Customer Support and request a migration appointment. Bill.com will help set up an appointment with a migration specialist that will be your point of contact throughout the process.
HOW LONG WILL MY MIGRATION TAKE AND HOW MUCH WILL IT COST?
Each migration is unique. The cost and length of the process depends on several factors (accounting system, size of data, what, if anything, needs to be resynced to your new accounting system, etc.). Your migration specialist will assess your account, and go over these details with you.
HOW SHOULD I PREPARE FOR MY MIGRATION?
The standard migration process will configure your Bill.com account to sync to a different accounting software. Here are a few tips to ensure a smooth transition:
Classifications (Chat of Accounts, Items, etc.)
All Classifications will be deactivated in Bill.com and the Classifications in the new accounting software will sync into Bill.com. Ensure that your Chart of Accounts and any other Classifications you may use are up to date in your new accounting software, as that is what will carry over to Bill.com.
Vendors and Customers
The Vendors and Customers in Bill.com remain active and will link together with the existing Vendors and Customers in the new accounting software provided that the names are exactly identical (including capitalization, punctuation, and spacing).*
If you have a vendor/customer in Bill.com that does not exist whatsoever in the new accounting software, it will be created there, and vice versa.
Best practice is to review the vendor and customer list from Bill.com and the new accounting software prior to the migration, to ensure that both lists are an exact match, in order to prevent any duplications. For example, if there is a vendor named "Acme Inc" in Bill.com but the name is "Acme Inc." in the new accounting software, this will result in a duplicate in Bill.com and the new accounting software (one with the period and one without).
*If migrating to any version of QuickBooks for Windows, this is not the case. The vendors and customers in QuickBooks will sync into Bill.com, causing duplicates, which Bill.com will merge.
Only Unpaid bills and invoices in Bill.com at the time of your migration will be allowed to sync to the new accounting software. Any bill or invoice in a Scheduled, Partially Paid, or Paid status will not sync to the new accounting software.