Companies on the Team and Corporate policies (a corporate policy is required to integrate with Intacct) can integrate with Bill.com. This integration allows employee expense reports to be submitted directly to Bill.com or exported first to Intacct, Xero or QuickBooks Online before sending them to Bill.com. 


Create the Connection

Go to the Connections section of your policy settings (Admin > Policies > [Policy Name] > Connections) and choose Connect to Bill.com. 

After clicking Connect to Bill.com, generate your username and token following the steps that appear on the page (highlighted in yellow).

Enter this username and token and click Send.

All employee expense reports on this policy will now be submitted to this Bill.com email address.


Submit Reports

Employees can either manually submit or allow scheduled submit to send their reports to Bill.com 

Once the report is submitted, a PDF copy will be placed in the company Bill.com account. The report will then be put in the closed state in Expensify and the report will be marked as exported to Bill.com, shown by the icon to the right of the report.


(Alternative) Submit to Bill.com as part of your Approval Workflow

If you’d still like to approve your employees’ reports in Expensify before sharing with Bill.com, we have you covered! 

In this case, you will not enable the Bill.com connection in the policy settings. Instead, once you have approved a report, just click the sharing options icon and enter your Bill.com email address.

Connecting Bill.com and Intacct

If you use both Bill.com and Intacct, you can now send all vendor bills first to Intacct and then to Bill.com automatically.

  1. Connect your policy to Intacct for Vendor Bills. Intacct Setup Guide
  2. Connect your Bill.com account to Intacct. Intacct Sync Setup
  3. Connect policy to Bill.com with API credentials following the instructions at the top of this article.
  4. Create report with receipts and reimbursable expenses.
  5. Approve your report and export to Intacct.
  6. Manually sync intacct in Bill.com by clicking the sync icon at the top of the screen.
  7. You will now see your bill in Bill.com.

To get your receipts to sync over:

  1. In the policy, sync Bill.com
  2. Refresh the bill in Bill.com, you should now see the receipts.

Connecting Bill.com and QuickBooks Online

If you use both Bill.com and QuickBooks Online, you can now send all vendor bills first to QuickBooks Online and then to Bill.com automatically.

  1. Connect your policy to QuickBooks Online. QuickBooks Online Setup Guide
  2. Connect your Bill.com account to QuickBooks Online. QuickBooks Online/Bill.com Sync
  3. Connect policy to Bill.com with API credentials following the instructions at the top of this article.
  4. Create report with receipts and reimbursable expenses.
  5. Approve your report and export to QuickBooks Online.
  6. Manually sync QuickBooks Online in Bill.com by clicking the sync icon at the top of the screen.
  7. You will now see your bill in Bill.com.

To get your receipts to sync over:

  1. In the policy, sync Bill.com
  2. Refresh the bill in Bill.com, you should now see the receipts.

Connecting Bill.com and Xero

If you use both Bill.com and Xero, you can now send all vendor bills first to Xero and then to Bill.com automatically.

  1. Connect your policy to Xero. Xero Setup Guide
  2. Connect your Bill.com account to Xero. 
  3. Connect policy to Bill.com with API credentials following the instructions at the top of this article.
  4. Create report with receipts and reimbursable expenses.
  5. Approve your report and export to Xero.
  6. Manually sync Xero in Bill.com by clicking the sync icon at the top of the screen.
  7. You will now see your bill in Bill.com.

To get your receipts to sync over:

  1. In the policy, sync Bill.com
  2. Refresh the bill in Bill.com, you should now see the receipts.

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