Skip to main content
Accounts payable

Export client data from Bill.com to a spreadsheet

If your client uses Bill.com to pay their bills, you can export data (bills and bill payment transactions) from their Bill.com account to a spreadsheet. You can then import data from the spreadsheet into the application.
  1. Stage 1: Export from Bill.com
  2. Sign in to your client's Bill.com account.
  3. Select
    Reports
    .
  4. In Export Reports:
    • Choose
      Cash Detail Report
       if your client is a cash-basis client in the application.
    • Choose
      Accrual Detail Report
       if your client is an accrual-basis client in the application.
  5. Specify the date range for export.
  6. You can mark the
    Show bill description
     checkbox to include a description of each bill in the exported data
  7. Select
    Download
    .
  8. Enter a filename and choose a destination, then select
    Save.
  9. Stage 2: Prepare and import the file
    note
    Bill.com exports data as a CSV file. You'll need to convert this to XLS or XLSX format before importing it to the application.
  10. Open the CSV file from Excel.
  11. Save it as an XLS or XLSX file.
  12. Follow the import procedure in 1 of the following articles:
    • Spreadsheet imports - AP transactions (if you've turn on the Accounts Payable service)
    • Spreadsheet Imports - transactions.

This article applies to:

  • Product: Accounting CS Client Access,Accounting CS
  • Subject: Accounts Payable

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close