Get your Advanced Bill.com account started with the helpful resources below.
An Advanced account is an account with a monthly fee that has additional features such as sync with accounting software, Approvals, and the ability to accept payments or send payments to more people, regardless of account type or connection status
If you have a Subscription-free Basic account, these features will not apply. Please see the article I was invited to get paid by a Bill.com customer to setup your account.
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Roles and Permissions
Employees, co-workers, and accountants
- Add additional Users that will also be working in your Bill.com account
- Assign a Role based on what each User will be doing in the account, roles available are:
- Administrator
- Accountant
- Approver
- Payer
- Clerk
- Auditor (View-only)
- Assign a Role based on what each User will be doing in the account, roles available are:
To watch a quick video about adding users, see Video: Getting Started - Roles and Permissions
Bills And Documents
Inbox
- Set up your Bill.com Inbox email address
Once activated, you can send bills and other documents directly to your Bill.com Inbox!
To watch a quick video about setting up the inbox, see Video: Getting Started - Inbox
Payables
Bank Account
Set up your bank account to make and/or receive payments through Bill.com
Approvals
- Customize your Bill/Vendor Credit Approval Workflow to allow flexibility based on business needs
To watch a quick video about setting up approval workflow, see Video: Getting Started - Approvals
Receivables
Logo
- Upload your company logo to be displayed in:
- Emails to your vendors and customers
- Invoices sent to your customers to collect payment
- The Customer Portal where your customers make payments to you
Branded website address
- Customize the branded website address with your company name, where your customers go to access the Customer Portal to pay the invoices you send them
How you want to get paid
- Choose how customers can pay you
To watch a quick video on how to set up for Receivables, see Video: Getting Started - Receivables
1st Sync
Sync Setup
Bring data for Payables and/or Receivables from your accounting software into Bill.com to prevent entering data manually or duplicate entries. Once sync is setup, each time you sync again in the future, we'll pick up any changes you've made in your accounting system or Bill.com. Select the guide for your accounting software:
- QuickBooks Online sync setup guide
- Xero sync setup guide
- QuickBooks Desktop/Enterprise sync setup guide
- Oracle NetSuite sync setup guide
- Sync with Oracle NetSuite requires an implementation appointment. Contact Customer Support by selecting Contact Us at the top of this page to book an appointment.
- Sage Intacct sync - User guide: use this guide to determine the best configuration for sync with Sage Intacct
- Sync with Sage Intacct requires an implementation appointment. Contact Customer Support by selecting Contact Us at the top of this page to book an appointment.
