Account Setup View all

• What is PayMaker?
• Enrolling in PayMaker
• Adding a Bank Account
• Adding a Bank Authorized User
• Adding collaborators
• Company Setup

Connecting with my Vendors View all

• How do I make a payment with PayMaker?
• How do I set up a new vendor?
• How do I invite a vendor to be paid electronically?
• Managing Vendors payment methods
• How do I make payment through the Large Biller Network?
• Best Practices for Entering Vendors

Making Payments View all

• Paying bills
• Making a payment without creating a bill
• Payment timing
• Combining or separating bill payments to the same vendor
• Selecting a process date when scheduling a payment
• Process Date vs. Arrives by Date

Bill Management View all

• Enter a new bill
• Editing an existing bill
• Recurring bills
• Approving and denying bills
• Deleting a bill
• Working with Purchase Orders

Getting Paid (Receivables) View all

• How do I add a new customer?
• How do I charge my customer once?
• Setting up Auto Charge for your customer
• Receivables timing
• Sending a note to a customer
• What your customer sees

Networking with Vendors and Customers View all

• Setting up and using the Network
• Searching for a business in the Bill.com Network
• Sending a reminder for Network Invites
• Invitation sent to a Vendor already using Bill.com
• Network Icon
• Disconnecting a Network Connection

Reporting View all

• Reports Overview
• 1099 filing
• Bank Balance
• To Do List

Import / Export View all

• Best practices: Importing non-transaction records
• Best practices: Importing transactions
• Exporting records and transactions from Bill.com
• Customizable export reports

QuickBooks Online View all

• At a Glance: Syncing with QuickBooks Online
• Sync Setup Guide for QuickBooks Online
• FAQs for QuickBooks Online Sync
• Notes and Known Limitations

Xero View all

• Xero Sync - At a Glance
• Xero Sync Setup Guide
• Xero Sync - Best Practices
• Xero Sync: FAQ

QuickBooks for Windows View all

• Sync with QuickBooks for Windows
• QuickBooks for Windows Sync Setup Guide
• QuickBooks for Windows - Sync dashboard local setup installation
• QuickBooks for Windows - Server or Hosting provider sync dashboard installation

NetSuite / Intacct View Intacct View NetSuite

• At a Glance: Syncing with NetSuite
• Sync Setup Guide for NetSuite
• Best Practices for Syncing with NetSuite
• Standard Sync Setup Guide for Intacct
• Multi-Entity Sync Setup Guide for Intacct
• Requirements for Intacct Settings

• Manage vendors
• Manage customers
• Manage Company info

• Pay a vendor
• Manage invoices
• Upload a business logo

• Manage vendors
• Autopay for vendors
• Mark a bill as paid

• Pay a vendor
• Payables payment timing
• Void an outgoing payment

• Manage customers
• Create and send a customer invoice
• Get paid via the Customer Portal

• Manage invoices
• Receivables payment timing
• View payments received