Welcome! Start here to familiarize yourself with Bill.com and to start onboarding your clients. This guide is meant to supplement your conversations with your Account Manager and to give you more resources to leverage as you move through your Bill.com trial.
Follow the steps in this guide to discover how to onboard clients successfully.
Step by step instructions for the first three things you should do to set up your console.
You can add your Team Members to help with Console management in a few easy steps. You can even manage each Team Member's access to clients without having to login to each client separately.
Find the right help link to walk you through adding and removing clients.
2:39This video guide will walk you through initial setup of your personal Bill.com Inbox.
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Read more to learn how to connect to vendors for ePayments
This article give you step by step guides on how to set up your first software sync with Bill.com.
Articles and videos to help you sync Bill.com with QuickBooks Online.
Articles and videos to help sync to Xero.
Read on to see when to contact our support team vs. your account manager.
Links to our help center and customer support
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