Integrating accounting systems can be frustratingly complex. Yet for many businesses, syncing Bill.com to accounting software is essential for efficient financial management.
The good news is that Bill.com offers seamless integration with top accounting platforms like QuickBooks Online and Xero. Setting up two-way sync is straightforward, allowing you to sync transactions, customers, vendors and more between the systems.
In this guide, you'll learn how Bill.com integrations work, the specific capabilities for QuickBooks and Xero, how to configure sync settings, monitor data flows, and leverage the Bill.com API to customize as needed. With the right approach, you can achieve truly automated syncing between Bill.com and accounting tools.
Introduction to Bill.com Syncing Capabilities
Bill.com offers seamless integration with popular accounting platforms like QuickBooks Online and Xero to enable automated syncing of billing and payment data. This eliminates duplicate data entry and ensures financial records are up-to-date across systems.
Understanding Bill.com Integrations and Sync Options
Bill.com is an accounts receivable automation platform that facilitates key financial processes:
- Invoice creation and delivery
- Payment processing and cash application
- Cash flow analysis and forecasting
A key capability is the ability to integrate Bill.com with accounting software via platform APIs. This enables automatic, bi-directional syncing of invoice and payment transactions.
The Advantages of Bill.com Enable 1-Way Transactions Sync
Enabling one-way sync from Bill.com to your accounting software provides several benefits:
- No Duplicate Data Entry: Invoice and payment details entered in Bill.com will auto-sync to your accounting platform. This eliminates duplicating the same entries across systems.
- Up-to-Date Financial Records: With real-time syncing, your accounting books will always reflect the latest billing and cash data. This improves accuracy for reporting and analysis.
- Better Workflow Efficiency: By consolidating tasks into Bill.com, you remove manual accounting busywork. Your team can focus on more value-added financial processes.
Overall, Bill.com integrations optimize workflows between financial platforms. Automated syncing saves time, ensures accuracy, and allows for better cash management.
What accounting software does Bill com sync with?
Bill.com offers seamless two-way sync with several popular accounting software platforms, including:
- QuickBooks Online: Enable automatic sync between Bill.com and your QuickBooks Online account. Transactions like bills, invoices, and payments will flow between the two systems.
- Xero: Connect your Xero account to Bill.com for automated syncing. Key financial data will move between the systems, reducing duplicate data entry.
- NetSuite: Integrate Bill.com with NetSuite to automatically share accounting transactions between the platforms. This saves time and reduces errors from manual data entry.
- Sage Intacct: Link Sage Intacct and Bill.com to sync financial data like bills, invoices, and payments without manual duplication of efforts.
- Microsoft Dynamics: Dynamics integrates with Bill.com to provide automatic updates between the two systems as transactions occur.
Syncing Bill.com with your accounting platform boosts efficiency through seamless data sharing. You avoid manually entering the same transactions across different systems. It's an essential integration for streamlining financial workflows.
How do I run sync bill com?
To run a sync in Bill.com:
- Open the Bill.com sync dashboard from the shortcut added to your desktop
- Open QuickBooks and log in to the company file as the Admin in single user mode
- Enter your Bill.com login credentials or sync token
- Select the Bill.com Organization name to sync the data to
- In the sync profiles box, select the profile you want to use for the sync
- Click the "Sync" button to start the sync process
The sync will then run in the background and push the selected data between Bill.com and your accounting software based on the sync profile settings.
Things to note:
- Make sure QuickBooks is open in single user mode before syncing to avoid data errors
- Sync profiles determine what data is transferred and which direction
- One-way sync options are available for partial integration
- Changes made in Bill.com may overwrite data in the accounting software
Reaching out to Bill.com support is recommended if any issues come up during the sync process to troubleshoot errors or adjust configurations if needed.
Can QuickBooks integrate with Bill com?
Yes, Bill.com works seamlessly with all versions of QuickBooks Online accounting software. This integration allows for efficient, automated transfer of billing and payment data between the two platforms.
When QuickBooks Online is linked to Bill.com, key benefits include:
- One-way sync: Financial data flows from QuickBooks Online to Bill.com, eliminating double data entry. New invoices, bills, and other documents created in QuickBooks are automatically sent to Bill.com.
- Payment tracking: As bill payments are made through Bill.com, the payment status automatically updates in QuickBooks in real-time. This provides up-to-date cash flow visibility.
- Simplified processes: By integrating Bill.com and QuickBooks Online, businesses can streamline their invoice-to-payment operations with automated workflows. This saves significant time and effort while reducing human error.
So in summary, Bill.com fully integrates with all QuickBooks Online products to enable seamless, automated syncing of financial data and documents between the platforms. This integration powers more efficient billing and payment workflows for organizations using both Bill.com and QuickBooks Online.
How often does Bill com sync?
While you can sync manually at any time, you can turn on auto-sync and the sync will automatically run. We suggest syncing daily to ensure QuickBooks Online and Bill.com are up-to-date, and financial reports are accurate.
To turn on Auto Sync:
- Select Settings
- Click Accounting
- Under "Connect Accounting" click "Setup" next to the accounting software you use
- Toggle "Auto Sync" on
- Select how often to sync
Syncing daily is usually sufficient to keep your financial data up-to-date across platforms. However, if you process a high volume of transactions you may want to sync more frequently.
Some key pointers on Bill.com auto sync:
- Changes made in Bill.com will sync to your accounting software
- Changes made directly in your accounting software may not sync back to Bill.com without a manual sync
- Syncing overrides any changes made to imported transactions
- Auto sync runs overnight so transactions from the previous day will come over
By turning on auto sync and running it daily, you can ensure Bill.com and your accounting software have the same up-to-date financial data. This allows you to run accurate reports and provide a unified view of your finances.
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Bill.com QuickBooks Integration: A Two-Way Sync Solution
Integrating Bill.com with QuickBooks Online (QBO) allows for seamless, bidirectional syncing of key financial data between the two platforms. This eliminates duplicate data entry and ensures consistency across systems.
Setting Up Bill.com with QuickBooks Online
To enable the integration:
- Log into your Bill.com account and navigate to
Settings > Accounting Integrations. - Click
Connectnext to QuickBooks Online. - Follow the prompts to authorize data access and connect your QBO account.
Once connected, you can configure sync settings.
Configuring BILL com Two Way Sync with QuickBooks
To set up two-way sync:
- In Bill.com integration settings, check
Enable Sync To QBOandEnable Sync From QBO. - Map Bill.com and QBO fields for customer, invoice, and payment data.
- Set sync frequency to
Real Timefor instant data updates.
With two-way sync enabled, critical financial data like invoices, payments, and customer details will update in real-time across both systems.
Monitoring Sync Status and Resolving Errors
To ensure smooth data syncing:
- Check synchronization logs for any pending updates or errors.
- Review Bill.com's integration health checklist for troubleshooting tips.
- For individual record sync issues, use Bill.com's mapping tool to remap data fields between accounts.
Setting up two-way sync between Bill.com and QBO provides the benefit of a unified system of truth for key financial data. This improves efficiency and reduces manual work across organizations.
Seamless Bill.com and Xero Integration
Integrating Bill.com and Xero provides a streamlined solution for managing your billing and payments across both platforms. Here is a step-by-step guide to linking your Bill.com and Xero accounts and enabling automated syncing of financial data.
Linking Bill.com to Xero for Financial Management
- Log into your Bill.com account and navigate to "Settings">"Accounting Software".
- Click "Connect to Xero" and select "Connect via OAuth". This allows Bill.com to securely access your Xero account.
- Enter your Xero login credentials when prompted to authorize the connection.
- Once connected, Bill.com can now access invoice, payment, customer, and other data from Xero.
Activating Bill.com Enable 1-Way Transactions Sync to Xero
- In Bill.com, go to "Settings">"Xero" and toggle "Enable 1-Way Sync" to the ON position.
- Select the data you want to sync such as Invoices, Payments, Customers.
- Choose the sync frequency - real time or scheduled daily/weekly.
- Data will now flow one-way from Bill.com into your Xero account automatically.
Understanding Sync Frequency and Data Flow
- The 1-way sync pushes new invoice and payment data from Bill.com into Xero in real time or on a scheduled cadence.
- Changes made in Xero do not update Bill.com. The sync only goes from Bill.com into Xero.
- Review sync logs under "Settings">"Data Sync" to monitor for errors.
- Contact support if transactions are not appearing in Xero as expected.
Integrating Bill.com and Xero provides the benefits of consolidated financial data and eliminates manual duplication of entries across the two systems. The 1-way sync automates the flow of billing and payment details into Xero for seamless cash flow management.
Expanding Integration Possibilities with Bill.com API
Bill.com offers a robust API that developers can leverage to build custom integrations between Bill.com and other accounting platforms. The API provides programmatic access to key Bill.com functionality like invoices, payments, customers, and more.
Navigating Bill.com API for Custom Sync Solutions
To use the Bill.com API, you'll first need to obtain OAuth 2.0 authentication credentials. This allows you to make authorized API calls. Some of the available endpoints include:
- Invoices - Create, update, send, and manage invoices
- Payments - Initiate and manage electronic payments
- Customers - Access and modify customer data
- Bank Accounts - Connect bank accounts for payments
With proper authorization, you can leverage these endpoints to sync relevant data between Bill.com and your accounting platform.
Developing Custom Integrations Using Bill.com API
When developing a custom integration, follow these best practices:
- Review the API documentation thoroughly to understand the capabilities and data models
- Use the sandbox environment for testing to avoid impacting live data
- Build with idempotency in mind - the API should handle retry logic gracefully
- Implement robust error handling and logging for debugging issues
- Ensure proper authentication and authorization to prevent security issues
- Follow Bill.com terms of service and usage policies carefully
Focus on syncing the critical data (e.g. invoices, customers) between systems while avoiding unnecessary API calls.
Accessing API Documentation and Developer Support
Bill.com provides the following resources for API developers:
- API Docs - Technical documentation of endpoints, parameters, etc.
- Forum - Community forum to ask API questions
- Sandbox - Test environment for experimentation
Leverage these resources to build, test, and troubleshoot your custom API integrations.
Extending Bill.com's Reach with Third-Party Tools
Bill.com offers robust core functionality for managing invoices, payments, and accounting workflows. However, many businesses use other systems for CRM, project management, inventory, etc. Fortunately, Bill.com provides flexible integration options to connect with various third-party business applications.
Automating Workflows with Bill.com Zapier Integrations
Zapier is a popular integration platform that connects web apps through automations called "Zaps." With over 1,000+ app integrations, Zapier opens up countless possibilities for streamlining workflows between Bill.com and other essential business tools.
Here are some examples of how Zapier can help optimize Bill.com workflows:
- Sync new Bill.com invoices to QuickBooks Online - Automatically add new Bill.com invoices as bills in QuickBooks Online to simplify accounting.
- Create Bill.com invoices from Salesforce opportunities - When you close a deal in Salesforce, immediately turn it into a professional invoice in Bill.com.
- Add Bill.com invoice contacts to Mailchimp - Send customized marketing campaigns to your Bill.com invoice contacts by automatically adding them to your Mailchimp email list.
By connecting Bill.com to other apps with Zapier, you can save substantial time on manual data entry and administrative tasks.
Enhancing CRM with Bill.com Salesforce Integration
The direct Bill.com and Salesforce integration provides robust contact and invoice synchronization. Key features include:
- Shared Contacts - Contacts are synced between Bill.com and Salesforce so info only needs to be updated once.
- Create Invoices - Instantly turn Salesforce opportunities into Bill.com invoices with one click.
- Invoice Tracking - View Bill.com invoice status, payments, balances, etc. directly on related Salesforce records.
This unified view of customer interactions enhances visibility for better receivables management and a more seamless renewal process. The native integration eliminates the need for complex APIs and custom development.
With robust third-party integrations like Zapier and deep CRM alignment through the Salesforce integration, Bill.com provides the flexibility to tailor financial workflows to almost any tech stack. Extending Bill.com's reach makes it easier to streamline processes between the people, apps, and data that power your business.
Conclusion: Maximizing the Benefits of Bill.com Integrations
Integrating Bill.com with your accounting software can provide significant time and cost savings for your business. By automating syncing between the two platforms, you eliminate duplicate data entry and reduce the risk of manual errors. However, to realize the full benefits, it's important to properly configure the integration and periodically monitor its performance.
Recap of Bill.com Syncing Strategies
To recap, here are the key steps we covered for setting up seamless Bill.com integrations:
- Choose your preferred accounting platform (QuickBooks Online, Xero, etc.) and confirm it supports Bill.com syncing
- In Bill.com, enable one-way or two-way syncing under Accounting Integrations
- Configure sync settings like linked accounts, transaction types, and data mapping
- Test sample transactions to validate accurate data syncing
- Periodically check integration logs for errors to troubleshoot issues
Best Practices for Ongoing Sync Success
To sustain accuracy of your Bill.com accounting integrations over time:
- Spot check transactions regularly to confirm syncing remains intact
- Monitor integration logs and error reports to catch problems early
- Keep software updated to latest versions to benefit from improvements
- Adjust configuration if needed based on changes to chart of accounts
- Contact customer support if significant persistent errors occur
Following these best practices will ensure you maximize the ongoing benefits of automated Bill.com integrations. The time savings and data accuracy achieved are well worth the minimal effort to regularly inspect integration health.
