Upgraded Simple Bill Pay and Intuit Bill Pay accounts - Quick Reference Guide

After upgrading from an Intuit Bill Pay or Simple Bill Pay account to a full Bill.com account, many new robust features become available to increase workflow efficiency even further. The articles below will help to best take advantage of these new features.

Users, Roles, and Permissions

User Roles and Permissions

Adding a new user

Bills and Documents

Inbox setup

Bill Approval Workflow

Managing Approvers on a bill/vendor credit

Payables

Adding a bank account with online banking

Adding a user to a bank account

Set up a vendor for ePayments

Paying Bills via ACH or check

Payment timing - Payables - ACH, Check or Vendor Direct

Payment status

Sync

QuickBooks Online Sync Setup Guide

QuickBooks Online Sync - Notes and Known Limitations

Sync Matrix for QuickBooks Online


Contacting Support

Our Support Center has many more informative articles to help make the best use of advanced Bill.com accounts, as well as knowledgeable, friendly Customer Support agents available via email any time (responses within 24 business hours) or via live chat Monday through Friday, 5am – 6pm PT by clicking Support in the left navigation pane, while logged into Bill.com.