Running a sync with Quickbooks Desktop

After the Bill.com sync dashboard has been installed in the same location/drive as your QuickBooks program, you'll use it to run your sync with Quickbooks Desktop.

To run a sync:

  1. Open the Bill.com sync dashboard from the shortcut added to the desktop
  2. Open QuickBooks and log in to the company file as Admin and in single user mode
  3. Enter your Bill.com login credentials or sync token
  4. Select the Bill.com Organization name to sync to
  5. In the sync profiles box, select the profile to sync
  6. Select Sync