Create a Sync Token to sync with QuickBooks Desktop

When setting up the sync between Bill.com and QuickBooks Desktop, the Sync Dashboard Profile Editor asks for Bill.com login credentials. A Sync Token can be used as a substitute for the email and password to connect the two systems.

Note: If using a Bill.com powered solution through a bank/financial institution, the sync token will be required to connect the sync.

A Sync Token is a name and password pair separate from the email and password used to log in. The token is strictly for syncing—it can't be used to log into a Bill.com account.

Creating a sync token

1. Select Settings
2. Under Sync, select Tokens
   
   
3. Select New
   
   
4. Name will auto-populate (this is a one-time use object)
   
   
5. Select Save. The token will be generated (also a one-time use object).
   
   
   • Write down or copy & paste this token before navigating away from this page, as it is only shared one time
6. On the Sync Dashboard:
   • Email = Token Name
   • Password = Token

Note: Creating a new token will invalidate the previous active token.