Tips and Best Practices

QuickBooks for Windows View all

• QuickBooks for Windows Sync Setup Guide
• QuickBooks for Windows - Sync dashboard local setup installation
• QuickBooks for Windows - Server or Hosting provider sync dashboard installation
• Bill.com sync with QuickBooks for Windows

QuickBooks Online View all

• QuickBooks Online Sync - Setup Guide
• QuickBooks Online Sync - At a Glance
• QuickBooks Online Sync - FAQs
• QuickBooks Online Sync - Notes and Known Limitations

NetSuite/Intacct/Xero View all

• NetSuite Sync Setup Guide
• Intacct Sync - User Guide
• Xero Sync - Setup Guide
• Other Accounting Systems

Import/Export View all

• Importing transactions - best practices
• Importing Non-transaction Records - Best Practices
• Exporting records and transactions from Bill.com using .CSV files
• Export Profiles: Customizable Export Reports

Payables View all

• Voids
• Failed payments
• Pay A Vendor feature
• Enabling Accounting preferences

Receivables View all

• Payment Timing - Receivables
• Auto Reminders for Invoices
• Charging a Customer
• AutoPay