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  1. Support
  2. Account Setup

Account Setup

Bank Account Setup

  • Add a bank account
  • Automatically nominate administrator users to a verified bank account
  • Change the name of a bank account
  • Delete/inactivate a bank account
  • Edit a bank account
  • How to add/nominate a user to a bank account
See all 15 articles

Company Setup

  • Books Closed setting
  • Dual Control: Frequently Asked Questions (FAQ)
  • Enable and create accounting classifications
  • Get Started
  • The settings/gear icon
  • Update your company profile
See all 9 articles

Get Started

  • Add a company to an existing Bill.com login
  • How to use the navigation menu
  • Manage account features
  • Manage your personal profile
  • Request for Additional Documentation
  • Request Single Sign-On (SSO) for your account
See all 9 articles

Merchant Account Setup

  • Manage convenience fees and credit card surcharges
  • Merchant account payment terms & conditions

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