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.
- Stage 1: Export from Bill.com
- Sign in to your client's Bill.com account.
- SelectReports.
- In Export Reports:
- ChooseCash Detail Reportif your client is a cash-basis client in the application.
- ChooseAccrual Detail Reportif your client is an accrual-basis client in the application.
- Specify the date range for export.
- You can mark theShow bill descriptioncheckbox to include a description of each bill in the exported data
- SelectDownload.
- Enter a filename and choose a destination, then selectSave.
- Stage 2: Prepare and import the filenoteBill.com exports data as a CSV file. You'll need to convert this to XLS or XLSX format before importing it to the application.
- Open the CSV file from Excel.
- Save it as an XLS or XLSX file.
- 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.
