QuickBooks Online sync: Frequently asked questions (FAQ)

What Syncs?

Accounts signed up before 9/15/17

Accounts signed up after 9/15/17

FAQs

Why don't some of my bills/invoices from QuickBooks Online show up in Bill.com?
How do I reconcile my Bill.com payments?
How do I track the application of vendor credits?
How do I stop bills/invoices syncing from QuickBooks Online?
How can I view my bill documents from QuickBooks Online?
How and where do I sync?
When syncing, do I have to sit and watch?
Do I need to sync manually every time?
Why aren't the payments I record in QuickBooks Online syncing to Bill.com?

Why are some of my bills/invoices not showing up in Bill.com from QuickBooks Online?

Make sure you have set your sync preferences (Unallocated Expense, Unallocated Income, Bank account GL…)
Only unpaid Bills and invoices will sync from QuickBooks Online to Bill.com. We do not sync historical Paid or Partially Paid bills or invoices.
Only USD Currency is supported by Bill.com, hence Bills and Invoices must be in this format in order to sync over.
Bill and Invoice Numbers are required in order for these to sync from QuickBooks Online into Bill.com.
Items and transactions from QuickBooks Commerce do not sync.

How do I reconcile my Bill.com payments?

Using the Bill.com clearing accounts and/or Funds Transfer detail report.

How do I track the application of vendor credits?

When applying a vendor credit in Bill.com, the application will sync back to QuickBooks Online based on payment status of the bill.

How do I stop bills/invoices syncing from QuickBooks Online?

By default, transactions have a 2-way sync. If you want them to sync only from Bill.com to QuickBooks Online, please contact Customer Support.

How can I view my bill documents from QuickBooks Online?

Documents do not sync between Bill.com and QuickBooks Online.

How and where do I sync?

Syncing can be performed from within Bill.com in two different ways.

Option one
1. Hover over the sync icon at the top of any Bill.com page
2. Select Sync Now

Option two
1. Select the sync icon
2. Select Sync Now

When syncing, do I have to sit and watch?

You can leave the sync screen at any time and continue to work in Bill.com. The sync icon at the top of the page in Bill.com will show your sync progress.

Do I need to sync manually every time?

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
Under Sync, select Preferences
Select the edit icon
Select Sync Automatically
Select Save

Why aren't the payments I record in QuickBooks Online syncing to Bill.com?

For accounts created before 9/15/17, payments only sync in one direction, from Bill.com to QuickBooks Online by default. Payments recorded in QuickBooks Online won't sync over to Bill.com, unless you enable the option to sync 2-ways in sync preferences.

Select Settings
Select Preferences under Sync
Select the edit icon
Select Enable 2-Way Payment Sync
Select Save