QuickBooks Online Sync - At a Glance

The sync with QuickBooks Online eliminates double data entry by automatically sending all your information to Bill.com from QuickBooks Online, and sending back payments made/received in Bill.com.

Here’s how sync can enable you to seamlessly integrate payments in your workflow:

Payables Flow

Receivables Flow

By default, your account syncs automatically, once a day. You can also trigger a sync manually at any time.

What Syncs?

Accounts under accountant consoles or signed up before 9/15/17

QuickBooks Online sync flow 1 way payments

Things to Know

  • All payments must be made/recorded in Bill.com
  • Partially- and fully-paid bills/invoices in QuickBooks Online do not sync to Bill.com
  • Bill.com doesn’t sync attachments to/from QuickBooks Online
  • Credit Memos do not sync
  • Classes will not sync to QuickBooks Online from Bill.com on AR invoices if classes are not set to per line (instead of one per entire transaction). They will still sync from QuickBooks Online to Bill.com but not the reverse. See article for a screenshot.

Accounts signed up after 9/15/17 not created under an accountant console

QuickBooks Online sync flow 2 way payments

Things to Know

  • Payments sync in both directions
  • Partially- and fully-paid bills/invoices in QuickBooks Online do not sync to Bill.com
  • Bill.com doesn’t sync attachments to/from QuickBooks Online
  • Credit Memos do not sync
  • Classes will not sync to QuickBooks Online from Bill.com on AR invoices if classes are not set to per line (instead of one per entire transaction). They will still sync from QuickBooks Online to Bill.com but not the reverse. See article for a screenshot.