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Create or edit Chart of Accounts (manual)

This page describes manual procedures for Bill.com Chart of Accounts.

Creating a chart of account

In Bill.com, follow these steps:

  1. Hover over the gear icon, click Settings
  2. Under Accounting, click Chart of Accounts
  3. Click New
  4. Enter details for the Chart of Account such as:
    • Account Number - number assigned to this account
    • Name (required) - Account name
    • Type (required) - drop-down
    • Parent - if this is a sub-account
    • Description - details about this account
    • 1099 Category - drop-down
  5. Click Save

Editing a chart of account

  1. Hover over the gear icon, click Settings
  2. Under Accounting, click Chart of Accounts
  3. Click New
  4. Make edits
  5. Click Save

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