Here are some details on transactions and list items to help you make the best of the sync between Bill.com and Microsoft Dynamics 365 Business Central (MSDBC).
Note: We sync with the cloud version, not the on-premise version or international version.
| Object | MSDBC to Bill.com | Bill.com to MSDBC | Notes and Best Practices | |
|---|---|---|---|---|
| General | Close Books Date | No | No | |
| Chart of Accounts | Yes | No | - Account category in MSDBC sets the account type in Bill.com. If no account category is selected in MSDBC, the account in Bill.com will be set to unspecified type. - If an account is set to blocked in MSDBC, the account in Bill.com will be set to inactive. Unblock the account in MSDBC to reactivate in Bill.com. |
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| Departments | Yes | Yes | - Department name isn't required in MSDBC, but it's required in Bill.com. A department name must be added for departments to sync to Bill.com. - If a department is set to blocked in MSDBC, the department in Bill.com will be set to inactive. Unblock the department in MSDBC to reactivate in Bill.com. - If you delete/inactivate a department in Bill.com, the department will be updated to blocked in MSDBC. |
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| Locations | Yes | Yes | - Location name isn't required in MSDBC, but it's required in Bill.com. A location name must be added for locations to sync to Bill.com. | |
| Classes | Yes | Yes | - Class name isn't required in MSDBC, but it's required in Bill.com. A class name must be added for classes to sync to Bill.com. - If a class is set to blocked in MSDBC, the class in Bill.com will be set to inactive. Unblock the class in MSDBC to reactivate in Bill.com. - If you delete/inactivate a class in Bill.com, the class will be updated to blocked in MSDBC. |
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| Employees | Yes | Yes | - Employee name isn't required in MSDBC, but it's required in Bill.com. An employee name must be added for employees to sync to Bill.com. - If an employee is set to blocked in MSDBC, the employee in Bill.com will be set to inactive. Unblock the employee in MSDBC to reactivate in Bill.com. - If you delete/inactivate an employee in Bill.com, the employee will be updated to blocked in MSDBC. |
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| Currency | Yes | Yes | ||
| Bank Account Balance | No | No | ||
| Attachments | No | No | ||
| Approvals | No | No |
| Object | MSDBC to Bill.com | Bill.com to MSDBC | Notes and Best Practices | |
|---|---|---|---|---|
| Payables | Vendors | Yes | Yes | - Vendor No. is a required field in MSDBC. Set accounting preferences to auto-numbering if you have vendor sequencing on in MSDBC. - If a vendor is set to Block: All in MSDBC, the vendor in Bill.com will be set to inactive. Unblock the vendor or block only payment in MSDBC to reactivate in Bill.com. - If you delete/inactivate a vendor in Bill.com, the vendor will be updated to Block: All in MSDBC. |
| AP Funds Transfers | No | Yes | - Sync to the General Journal selected in sync preferences. | |
| Bills/Purchase invoices | Yes | Yes | - Purchase invoices and posted purchase invoices in MSDBC sync to Bill.com as bills. - Bills in Bill.com sync to MSDBC as unposted purchase invoices. - Updates made to bills in Bill.com will only sync to unposted purchase invoices in MSDBC. - Canceling a posted purchase invoice doesn't delete the bill in Bill.com. You'll need to manually delete the bill in Bill.com. |
|
| Bill Payments | No | Yes | - Sync to the Payment Journal selected in sync preferences. - Payments need to be posted in MSDBC. - Payment voids don't sync. Void in Bill.com and MSDBC manually. |
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| Vendor Credits/Purchase Credit Memos | Yes, unposted purchase credit memos only | Yes, unapplied vendor credits only | - Unapplied vendor credits in Bill.com will sync to MSDBC as unposted purchase credit memos. - Unposted purchase credit memos in MSDBC will sync to Bill.com as unapplied vendor credits. - Posting purchase credit memos in MSDBC won't sync to Bill.com. - Applying vendor credits in Bill.com won't sync to MSDBC. You need to apply and post in both sides manually. - See the article on Vendor Credits/Purchase Credit Memos for more details. |
| Object | MSDBC to Bill.com | Bill.com to MSDBC | Notes and Best Practices | |
|---|---|---|---|---|
| Receivables | Customers | Yes | Yes | - Customer No. is a required field in MSDBC. Set accounting preferences to auto-numbering if you have customer sequencing on in MSDBC. - If a customer in MSDBC is set to Tax Liable, transactions won't sync to Bill.com. - If a customer is set to Block: All in MSDBC, the customer in Bill.com will be set to inactive. Unblock the customer or block only payment in MSDBC to reactivate in Bill.com. - If you delete/inactivate a customer in Bill.com, the customer will be updated to Block: All in MSDBC. |
| Invoices/Sales Invoices | Yes | Yes | - Sales invoices and posted sales invoices in MSDBC sync to Bill.com as invoices. Invoices in Bill.com sync to MSDBC as unposted sales invoices. Updates made to invoices in Bill.com will only sync to unposted sales invoices in MSDBC. - After an invoice syncs, you can't edit in Bill.com. Make edits in MSDBC and sync to Bill.com. - Invoices with Item Charges, taxes, and discounts will only sync 1-way from MSDBC to Bill.com. - Canceling a posted sales invoice doesn't delete the invoice in bill.com. You'll need to manually delete the invoice in Bill.com. - See the article on Invoices/Sales Invoices for more details. |
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| Items | Yes | No | - Items sync from Items and Item charges in MSDBC. - Item description in MSDBC syncs to item name in Bill.com. Item description is required. - If an item is set to blocked in MSDBC, the item in Bill.com will be set to inactive. Unblock the item in MSDBC to reactivate in Bill.com. |
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| AR Payments | No | Yes | - Sync to the Cash Receipt Journal selected in sync preferences. - Payments need to be posted in MSDBC. - Payment voids don't sync. Void in Bill.com and MSDBC manually. |
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| Credit Memos/Sales Credit Memos | Yes, unposted sales credit memos only | Yes | - Unapplied credit memos in Bill.com will sync to MSDBC as unposted sales credit memos. - Unposted sales credit memos in MSDBC will sync to Bill.com as unapplied credit memos. - Posting sales credit memos in MSDBC won't sync to Bill.com. - Applying credit memos in Bill.com won't sync to MSDBC. You need to apply and post in both sides manually. - See the article on Credit Memos/Sales Credit Memos for more details. |
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| AR Funds Transfers | No | Yes | - Sync to the General Journal selected in sync preferences. |
