Sign in

Top Articles to start 2019

Happy New Year!  To start the year off right, we've created a list of recommended articles that's sure to come in handy:

Advanced Accounts

Question Recommended Article
 How do I get ready for tax season? Preparing for 1099s
 Can you help me to sync with QuickBooks Online? QBO Sync Setup
 What if I have a new bank account? Updating bank account information
 When will my vendor receive my payment? Payment timing
 How do I update a vendor's mailing address? Managing Vendors
 How do I enter a new bill? Managing Bills
 How can my customers pay me faster?  Accepting ePayments
 How do I link a new client to my accountant console? Managing Clients
 Any advice for recognizing phishing attempts and avoiding scams? Protecting yourself against phishing and other scams


Basic (Free) Accounts

Question Recommended Article
 How do I create a Bill.com account after receiving an invitation to be paid? Setting up a Bill.com Basic account
 How do I share my Bill.com PNI with my customer? Provide Payment Network ID to connect
 How do I add my bank account? Add a new bank account
 How long does it take to receive my payment? Payment timing
 Any advice for recognizing phishing attempts and avoiding scams? Protecting yourself against phishing and other scams