| Object | QuickBooks Online to Bill.com | Bill.com to QuickBooks Online | Notes + Known Limitations | |
|---|---|---|---|---|
| General | Chart of Accounts | Yes | Yes | |
| Departments | No | No | ||
| Locations | Yes | Yes | Only first line item location (Bill.com bill/vendor credit) is sent to QuickBooks Online. If locations are different on line items within the same bill, sync error will occur. | |
| Classes | Yes | Yes | Classes won't sync to QuickBooks Online from Bill.com on AR invoices if classes aren't set to per line (instead of one per entire transaction). They'll still sync from QuickBooks Online to Bill.com but not the reverse. | |
| Employees | No | No | ||
| Jobs | Yes | Yes | Syncs into Bill.com as a Customer record and will be linked as a subcustomer to the parent customer | |
| Currency | Yes | Yes | Multi-currency setting must be enabled in both Bill.com and QuickBooks Online | |
| Bank account balance | Yes | No | Syncs with Trial balance report | |
| Payment terms | No | No | Payment Terms don't sync to/from QuickBooks Online | |
| Attachments | No | No | Bill.com doesn't sync attachments to/from QuickBooks Online. Use Bill.com to directly upload attachments. | |
| Approvals | No | No | Bill.com doesn't sync approvals to/from QuickBooks Online. However, the ability to have ONLY Approved bills sync to QuickBooks Online is available. | |
| Payables | Vendors | Yes | Yes | Bill.com uses the Vendor Name for matching, so Name should be unique within Bill.com to avoid duplicates. |
| AP Funds Transfer | No | Yes | - Journal Entry is created in QuickBooks Online - Funds Transfer Sync only if Bill.com Clearing accounts are used |
|
| Bills | Yes | Yes | - The ability to have ONLY Approved bills sync to QuickBooks Online is available. - Bills totaling $0 won't sync to QuickBooks Online |
|
| Bill Payments | For accounts created before 09/15/17 or created under an accountants console, not by default, option to sync 2-way in sync preferences For accounts created after 09/15/17 - Yes |
Yes | - The memo field for Offline Payments in Bill.com doesn't sync to Quickbooks Online - Voids of offline payments sync in both directions |
|
| Vendor Credits | No | Yes | - Does not support billable customers - Credit applications done in Bill.com won't sync to QuickBooks Online until the entire bill is paid in full |
|
| Purchase Order | No | No | Bills created from POs sync over to Bill.com but won't reference the PO# | |
| Receivables | Customers | Yes | Yes | - Bill.com uses the Customer Name for matching, so Name should be unique within Bill.com to avoid duplicates. - Sub-customers sync in both directions |
| Invoices | Yes, fully unpaid invoices only | Yes | - Partially- and fully-paid invoices won't sync from QuickBooks Online to Bill.com - Bill.com supports sales tax as an invoice line item, associated with a sales tax GL account - Payment Terms don't sync from/to QuickBooks Online - Departments don't sync to QuickBooks Online - Deleted invoices don't sync from QuickBooks Online to Bill.com |
|
| Sales Tax | Yes | Yes | - Sales Tax codes sync to Bill.com as Items - Sales Tax on an invoice syncs both direction |
|
| Items | Yes | Yes | - Items from QuickBooks Online come over as type "service" -Sub-items sync in both directions - Special characters (non alpha-numeric) used in item names may cause sync errors |
|
| AR Payments | No | Yes | - Payments made in QuickBooks Online don't sync to Bill.com - Voided payments don't sync |
|
| Credit Memos | - No: accounts signed up for before 1/15/19 - 2 way: accounts signed up for after 1/15/19 |
- No: accounts signed up for before 1/15/19 - 2 way: accounts signed up for after 1/15/19 |
- Credit memo application, that partially pays an invoice, won't sync until the invoice is paid in full | |
| AR Funds Transfer | No | Yes | - Journal Entry is created in QuickBooks Online - Funds Transfer Sync only if Bill.com Clearing accounts are used |
|
| AR Payment Convenience Fee | No | No |
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