Sync with QuickBooks For Windows

Bill.com utilizes the Bill.com Sync Dashboard to transfer information between Bill.com and QuickBooks for Windows (also referred to as QuickBooks Desktop). The Bill.com Sync Dashboard is available for download in each Bill.com account set to sync with QuickBooks for Windows.

QBD sync image

With each sync, Bill.com picks up QuickBooks changes to:

  • Accounts
  • Departments (called Classes in QuickBooks)
  • Vendors
  • Jobs (called "Customer: Jobs" in QuickBooks)
  • Book Balance - shown in Cash Forecast
  • Customers
  • Invoices (new and edited invoices)
  • Items

QuickBooks picks up any Bill.com changes to:

  • Accounts
  • Departments (called Classes in QuickBooks)
  • Vendors
  • Bills
  • Billable expenses
  • Bill Payments
  • Vendor Credits
  • Funds Transfers
  • Customers
  • New invoices
  • Invoice payments

Thing to know

Payables

  • We recommend that all bills, vendor credits, approvals, and payments are made in the Bill.com account.

Note: Any changes made in QuickBooks for bills, vendor credits, approvals and payments will not sync to Bill.com.

Receivables

  • Invoices can be created in either QuickBooks or Bill.com
  • Invoices created directly in Bill.com can be edited until the invoice syncs to QuickBooks
  • After the sync, invoices can only be edited in QuickBooks
  • If creating invoices in QuickBooks, select To be emailed for each invoice. These invoices can then be selected to email within Bill.com.
  • Partial payments should be applied to an invoice before applying credit memos
  • The QuickBooks company file picks up new invoices entered in Bill.com and payments received via Bill.com. Bill.com picks up any changes to invoices and customers from the QuickBooks company file.

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.