Hi Rea,
Thank you for the information and the link. As I am new I just wanted to confirm a few things.
1. Since I am paying vendors via the batch upload it seems that uploading Bills via the sample_bill_import.csv template makes the most sense.
2. I do wish that there was a way to batch upload the corresponding payments however as we do many vendor payments. Based on your response it seems like we need to manually select the unpaid bills everyday and mark them paid.
3. We want to connect to Bill.com as that is where the payments are currently made and are in the process of hooking up the Quickbooks company with our existing BIll.com account.
The main question is once we have QB and Bill.com connected and setup for two way synchronizing how will these bills that we uploaded be cleared? It seems we have these options:
Option A: Prior to connecting QB and Bill
1. Upload bills via CSV into QB
2. Upload corresponding payments into Bill.com (different Bill.com specific format we already have this)
3. Pay the bills in Bill.com
4. Manually mark the bills as paid in QB
Option B: After we enable QB and Bill two way integration
1. Upload bills via CSV into QB
2. Initiate payment from QB in Bill.com? This is what we are not sure of
3. Bill.com pays the bills automatically
4. QB will sync up with Bill.com and mark the bills as paid
We pay many bills per month to hundreds of Vendors which is why we need to batch the payments.
Thanks for your help and please let me know if any of the above in not clear.
Also is there any videos or help articles on Bill.com integration with QB? I cannot seem to find any.
Thanks for the help!
--Paul
