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|
Object |
QuickBooks Online to Bill.com |
Bill.com to QuickBooks Online |
Notes + Known Limitations |
|
General |
Chart of Accounts |
Yes |
Yes |
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Departments |
No |
No |
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Locations |
Yes |
Yes |
- Only first line item location (Bill.com bill/vendor credit) is sent to QuickBooks Online. If locations are different on line items within same bill, sync error will occur. |
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Classes |
Yes |
Yes |
- Classes will not sync to QuickBooks Online from Bill.com on AR invoices if classes are not set to per line (instead of one per entire transaction). They will still sync from QuickBooks Online to Bill.com but not the reverse. See article for a screen shot. | |
|
Employees |
No |
No |
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Jobs |
Yes |
No |
- Syncs into Bill.com as a Customer record and will be linked as a subcustomer to the parent customer | |
|
Currency |
Yes |
Yes |
- Multi-currency setting must be enabled in both Bill.com and QuickBooks Online |
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Bank account balance |
Yes |
No |
- Syncs with Trial balance report |
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|
Payment Terms |
No |
No |
- Payment Terms don't sync to/from QuickBooks Online | |
|
Attachments |
No |
No |
- Bill.com doesn’t sync attachments to/from QuickBooks Online. Use Bill.com to directly upload attachments. |
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Approvals |
No |
No |
- Bill.com doesn’t sync approvals to/from QuickBooks Online. However, you can choose to have ONLY Approved bills sync to QuickBooks Online. Learn more here |
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Payables |
Vendors |
Yes |
Yes |
- Bill.com uses the Vendor Name for matching, so Name should be unique within Bill.com to avoid duplicates. |
|
AP Funds Transfer |
No |
Yes |
- Journal Entry is created in QuickBooks Online -Funds Transfer Sync only if Bill.com Clearing accounts are used |
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Bills |
Yes, only unpaid bills |
Yes |
- Partially- and fully-paid bills will not sync from QuickBooks Online to Bill.com.
- You can choose to have ONLY Approved bills sync to QuickBooks Online. Learn more here - Bills totaling $0 will not sync to QuickBooks Online. |
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|
Bill Payments |
No - Accounts under accountant consoles or signed up before 9/15/17 Yes - accounts signed up after 9/15/17 not created under an accountant console |
Yes |
- Accounts under accountant consoles or signed up before 9/15/17: Payments made in QuickBooks Online do not sync to Bill.com - Accounts signed up after 9/15/17 not created under an accountant console: Payments sync in both directions. |
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Vendor Credits |
No |
Yes |
- Does not support billable customers - Credit applications done in Bill.com will not sync to QuickBooks Online until the entire bill is paid in full. See Application of vendor credits for more information.
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Purchase Order |
No |
No |
- Bills created from POs sync over to Bill.com |
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Receivables |
Customers |
Yes |
Yes |
- Bill.com uses the Customer Name for matching, so Name should be unique within Bill.com to avoid duplicates. - Sub-customers sync in both directions |
|
Invoices |
Yes, only unpaid invoices. |
Yes |
- Partially- and fully-paid invoices will not sync from QuickBooks Online to Bill.com. - Bill.com supports sales tax as an invoice line item, associated with a sales tax GL account. - Payment Terms don't sync from/to QuickBooks Online - Departments don’t sync to QuickBooks Online |
|
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Sales Tax |
Yes |
Yes |
- Sales Tax codes sync to Bill.com as Items - Sales Tax on an invoice syncs both directions
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Items |
Yes |
Yes |
- Items from QuickBooks Online come over as type "service". -Sub-items sync in both directions |
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|
AR Payments |
No |
Yes |
- Payments made in QuickBooks Online do not sync to Bill.com. - Voided payments do not sync. |
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Credit Memos |
- No: accounts signed up for before 1/15/19 |
- No: accounts signed up for before 1/15/19 |
- Credit memo application, that partially pays an invoice, will not sync until the invoice is paid in full |
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AR Funds Transfer |
No |
Yes |
- Journal Entry is created in QuickBooks Online -Funds Transfer Sync only if Bill.com Clearing accounts are used |
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AR Payment Convenience Fee |
No |
No |
- N/A |