Our company is going to be moving away from using Bill.com to store invoices and bill payments. I am just looking for some advice to make this process as seamless as possible. What happens to the expenses in Quickbooks that have been matched to invoices kept in Bill.com? Will we need to upload those invoices back into Quickbooks? Is there an automated way to do so? We are at the beginning stages of this so any information is helpful. Thank you all in advance for your input!
I've got just the information you're looking for regarding your Bill.com subscription cancellation, @stacymae.
When canceling Bill.com, those expenses that you've created will remain posted in QuickBooks Online. There's no need them back into QBO. However, before you cancel your account, there are a few things to keep in mind. Check our guide on bill.com cancellation for more information.
Here's how to cancel your Bill.com account:
Click Settings in your Bill.com account.
Under Your Account With Us, click Billing.
At the bottom of the page, click Cancel.
Select a reason for the cancellation and provide any comments or feedback regarding your cancellation.
Once you've deactivated your bill.com account, you can record your bill payments via the regular process. Just click the +New button and select Pay bills.
May I know which service you'll be using moving forward? I just want to be able to provide some resources to ensure your success with the transition!
Keep in touch with me here should you have any additional questions or concerns. I'm always available to help.