Tips for Smoothly Syncing Bill.com with Quickbooks

As a small business owner, you're on a constant mission to make your processes as efficient as possible. That's partly why you've chose to use cloud accounting software programs like Bill.com. One of Bill.com's best features is the ability to sync with all your other financial tools, especially Quickbooks. However, as handy as it is, the syncing process may not always feel intuitive. Here are some tips to help your syncing go smoothly.

• Manage and pay your bills in Bill.com first; then sync the information with Quickbooks. If you need to make changes and you make them in Quickbooks, they will not sync to Bill.com. The process only works from Bill.com to Quickbooks--not in reverse. 

 

• Make updates to your vendor credit in Quickbooks. If you make the updates in Bill.com, the changes will not carry over once the two programs have been synced. However, vendor credits will not be applied in Bill.com until the bill is paid in full. The good news is that you can keep track of partial payments in Bill.com.

 

• While you can create invoices in either program, you should send invoices and record payments in Bill.com first. Until the changes have been synced, you can only edit these invoices in Bill.com; but once synced, invoices can only be changed in Quickbooks.

Hopefully, these tips help you sort out what can be a bit tricky process to learn. If you need further help, contact us today to see what we can do to make your time with these two pieces of software a little bit easier and more efficient.