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ACCOUNT SETUP View all

• Get Started checklist
• Enabling accounting preferences
• Enabling accounting classifications
• Create an accounting classification

GETTING PAID View all

• Adding new customers
• Enter a new Invoice
• Portal accounts: what the customer sees
• Payment timing - Receivables

CONNECTING WITH MY VENDOR View all

• Set up a vendor for ePayment
• Inviting a vendor to be paid electrnoically
• Large Biller Vendor ePayment Setup
• Best practices: Handling vendors with multiple account numbers

PAYABLES / HOW TO PAY View all

• Enter a new bill
• Paying Bills
• Payment timing - Payables
• Vendor not connected yet

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
• Sync with QuickBooks for Windows

QuickBooks Online View all

• QuickBooks Online Sync - Setup Guide
• QuickBooks Online Sync - At a Glance
• QuickBooks Online Sync - FAQ's
• 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

• Best practices: Importing non-transaction records
• Best practices: Importing transactions
• Exporting records and transactions from Bill.com
• Export Profiles: Customizable export reports

Payables View all

• What to expect when voiding payments
• Returned Checks
• Pay a Vendor feature
• Enabling Accounting preferences

Receivables View all

• Payment Timing
• Receivables (AR) application
• Charging a customer
• Setting up Auto Pay for a customer