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

Resources

• Import Chart of Accounts