- Account labels not supported.

- 1099 information/flags do not sync between Bill.com and Sage Intacct. We recommend managing 1099 information in Sage Intacct directly

- In Sage Intacct, once account numbers are assigned to a chart of account, they cannot be changed, so this field is locked on accounts that sync with Sage Intacct, once saved

- DO NOT merge bank type accounts, this will potentially void and reissue payments when synced back to Sage Intacct

Yes

Yes

- Bill.com uses default Sage Intacct terminology, so changes to Sage Intacct terms for Department do not sync over to Bill.com (e.g. we always display as "Department" in Bill.com).

- No sync for Department Groups.

Locations

Yes

Yes

- N/A

Classes

Yes

Yes

- N/A

Employees

Yes

Yes

- N/A

Projects / Jobs

Yes

No

- Projects / jobs cannot be created in Bill.com (jobs is read-only in Bill.com application).

Currency

Yes

Yes

- Multi-currency setting must be enabled in both Bill.com and Sage Intacct for transactions to sync. If only enabled in Bill.com, manual entry will be required in Sage Intacct

Bank account balance

Yes

No

- N/A

Payment Terms

No

No

- Currently, Payment Terms don't sync from/to Sage Intacct.

Attachments

No

No

- Bill.com doesn't sync attachments to/from Sage Intacct. Use Bill.com to directly upload attachments. If you need to see attachments in Sage Intacct, upload in Sage Intacct after each transaction has synced. 

Approvals

No

No

- Bill.com doesn't sync approvals to/from Sage Intacct, however, you can choose to have ONLY Approved bills and vendor credits sync to Sage Intacct. Learn more here

Yes

Yes

- Tax1099 works differently in Bill.com than Sage Intacct. See best practices below to set up 1099 in Bill.com with Sage Intacct.

- If you create two vendors with the same name in Sage Intacct, only the first one will sync to Bill.com; the second one will result in a sync error.

- Bill.com uses the Vendor Name for matching, so Name should be unique within Bill.com to avoid duplicates.

- The sync supports Sage Intacct Inactivates. The sync will inactivate the Vendor in Bill.com.

- The sync does not support Sage Intacct deletions. The sync will not delete the Vendor in Bill.com.

AP Funds Transfer

No

Yes

- We only support funds transfer for one location per bill.com account. 

Bills

Yes, only unpaid bills

Yes

- Partially- and fully-paid bills will not sync from Sage Intacct to Bill.com.

- When a bill with a voided payment is deleted in Bill.com, the deletion cannot sync to Sage Intacct - it must be manually reversed in Sage Intacct.

- You can choose to have ONLY Approved bills sync to Sage Intacct. Learn more here

- $0 bills will sync from Bill.com to Sage Intacct in the state "No Value".

- Bills entered in Bill.com over $10 million dollars will sync into Sage Intacct as $0 bills in the state "No value".

Bill Payments

No

Yes

- Payments made in Sage Intacct do not sync to Bill.com.

- Partial payments: Payments cannot be applied to specific bill line items.

- Voided payments: If a user wants to void a payment and use a specific date, the best practice is to void in Sage Intacct and then in Bill.com.

- The memo field for Offline Payments in Bill.com does not sync to Sage Intacct.

Vendor Credits

Yes, unapplied vendor credits.

Yes

- Sage Intacct doesn't allow us to specify which vendor credit was used in Bill.com.

- Neither partial nor full vendor credit applications sync from Sage Intacct to Bill.com.

- You can choose to have ONLY Approved vendor credits sync to Sage Intacct. Learn more here

Purchase Order

Yes, once POs converted to unpaid bills.

N/A

- You cannot view original Purchase Orders in Bill.com.

- You can create POs and Receivers in Sage Intacct and convert them to Bills and Vendors. Once converted, the bill and vendor will sync into Bill.com, and PO Bills can be approved and paid via Bill.com.

- The PO# must be in the "Reference Number" field of the bill/vendor credit in Sage Intacct. The Purchase Order number will then appear on bills and vendor credits that originated from POs in Sage Intacct. Learn more here

- Bills created from POs (and synced from Sage Intacct) should not be edited in Bill.com otherwise sync errors will occur.

- Bills created from POs (and synced from Sage Intacct) will duplicate in Bill.com if edited in Sage Intacct. If an edit is required in Sage Intacct, the bill should be deleted from Bill.com first, then the edit performed in Sage Intacct. The bill will be resynced with the next sync performed. 

- If you create two customers with the same name in Sage Intacct, only the first one will sync to Bill.com; the second one will result in a sync error.

- Bill.com uses the Customer Name for matching, so Name should be unique within Bill.com to avoid duplicates.

Invoices

Yes, only unpaid invoices.

Yes

- Bill.com supports sales tax as an invoice line item, associated with a sales tax GL account.

Advance Sales Tax

N/A

N/A

- You can't create invoices in Bill.com if you use advance sales tax. You need to use Sage Intacct to create invoices with Advanced Sales Tax. The sync will bring them to Bill.com for payment.

Items*

Yes

Yes

- The sync can't bring the Chart of Account and Price fields of Items from Sage Intacct into Bill.com or Bill.com to Sage Intacct. These fields are not exposed in the Sage Intacct API.

*Items will only sync if the Order Entry module is enabled in Sage Intacct, and the Items dimension is enabled.

AR Payments

No

Yes

- Payments made in Sage Intacct do not sync to Bill.com.

- You can't apply payment to a specific invoice line item.

- Voided payments: Payments that have synced, and are then voided, will generate a sync error, instructing the user to manually void it in Sage Intacct. The ability to sync the void of a previously-synced AR payment is not available in the Sage Intacct API.

Credit Memos

No

No

- Currently, Credit Memos don't sync to/from Sage Intacct. They need to be manually applied in both Bill.com and Sage Intacct.

AR Funds Transfer

No

Yes

- N/A

AR Payment Convenience Fee

No

Yes

- N/A

Sales Order

Yes after SOs are converted to unpaid invoices.

N/A

- You cannot view SOs in Bill.com.

- Invoices created from SOs (and synced from Sage Intacct) should not be edited in Bill.com otherwise sync errors will occur.

- Invoices created from SOs (and synced from Sage Intacct) will duplicate in Bill.com if edited in Sage Intacct. If an edit is required in Sage Intacct, the invoice should be deleted from Bill.com first, then the edit performed in Sage Intacct. The invoice will be resynced with the next sync performed.