When setting up the sync between Bill.com and QuickBooks for Windows, the Sync Dashboard Profile Editor asks for Bill.com login credentials. A Sync Token can be used as a substitute for the email and password to connect the two systems.
Note: If using a Bill.com powered solution through a bank/financial institution, the sync token will be required to connect the sync.
A Sync Token is a name and password pair separate from the email and password used to log in. The token is strictly for syncing, it can not be used to log into a Bill.com account.
Creating a sync token
- Click Settings
- Under Sync, click Tokens
- Click New
- Name will auto-populate (this is a one-time use object)
- Click Save. The token will be generated (also a one time use object).
- Write down or copy & paste this token, before navigating away from this page, as it is only shared one time
- On the Sync Dashboard:
- Email = Token Username
- Password = Token
Things to know
- Creating a new token will invalidate the previous active token
If you do not see the described feature available in Bill.com, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for Bill.com and upgrade accordingly or contact the Administrator of your Bill.com account. Changes in monthly user fees may apply.