Syncing Bill Manager with QuickBooks Online saves time and eliminates double data entry. Bill Manager pulls vendor and unpaid bills information from QuickBooks, so you don't have to manually enter vendor details. Once you've completed scheduling a payment in Bill Manager, your QuickBooks account is updated with the payment details automatically.
Important note:
- If you manage multiple companies within the same accounting software, you can only connect to a single company.
- Switching to a different company or changing accounting software is not supported.
- If you choose to disconnect Bill Manager from your accounting software, you can only reconnect to the same software and company.
Here's how to connect your QuickBooks Online account with Bill Manager:
Connecting your accounts
1- Sign in to Bill Manager.
2- There are three ways you can connect with QuickBooks Online.
- Option 1- In your Bill Manager dashboard, select the Sync icon in the top right corner of the screen. This will take you to the settings menu.
- Option 2- From your Bill Manager dashboard, select Settings to access the settings page.
- Option 3- From the Bills tab, select Import bills and then Connect accounting software. This will bypass the settings page. Please continue from Step 6 of this guide.
3- In the settings menu, select Sync and import.
4- In the Sync and import section under Sync Accounting Software, find QuickBooks Online.
5- Under QuickBooks Online, select Connect.
6- Sign in to your QuickBooks Online account, if you're not already logged in.
7- In the QuickBooks Online popup window, select Connect to continue.
8- Follow the prompts to complete the connection.
Verifying your sync
9- Once connected, you can check if the sync was successful:
- Go back to Bill Manager.
- In Settings, under Sync and import, you'll see your connection status.
- You can manually sync by clicking Sync now anytime to get up-to-date payment statuses.
10- Your QuickBooks Online account will now be synced successfully. All the unpaid bills in your QuickBooks account will appear in your Bill Manager dashboard.
That's it! Now that your accounts are connected and your bills and vendors have been imported, you are ready to pay them directly through Bill Manager while maintaining synchronized records in QuickBooks Online.