Setup

• Bill.com and Great Plains - Best Practices
• Using Bill.com with Thomson Reuters

Exporting Records

• Export Profiles: Customizable Export Reports
• Formatting Bill.com Bills Export for Peachtree/Sage 50
• Formatting Bill.com Bill Payments Export for Peachtree/Sage 50
• Exporting records and transactions from Bill.com using .CSV files
• Export transactions to Write-Up CS

Importing Records

• (Import Errors) List Items - Cannot repeat key fields
• Importing Credit Memos
• Importing Vendor Credits
• Importing Locations
• Importing Classes
• Import Profiles

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Troubleshooting

• (Invoice Import Error) A line item had an item that was not mapped to an item in Bill.com.