SFA Posted May 19, 2015 Report Posted May 19, 2015 I have a potential new bookkeeping client who is using another firm, who has them setup to manage their accounts payable and accounts receivable using "Bill.com." The activity is then "synchronized" with a QuickBooks file that is controlled by the other bookkeeping firm.I have no experience using Bill.com and am unsure of how to make the transition to our company. We use QuickBooks for everything. If anyone here is using Bill.com for A/P and A/R, I would appreciate your input--especially how it works with QuickBooks.Thank you. Quote
JJStephens Posted May 19, 2015 Report Posted May 19, 2015 I'm curious too. I set up a free accountant's account with them a while back but haven't done much other than to look at some of their sales propaganda. I did put it on my menu of offerings to my clients but so far I've had only casual interest and no takers.I also checked out another outfit with a similar service called Entryless. When I first looked at them last fall they were still in startup/building mode but seem to have made some good progress since then. They've been pretty aggressively pursuing me. I might check them both out again over the summer. Quote
kcjenkins Posted May 21, 2015 Report Posted May 21, 2015 I have no experience using Bill.com and am unsure of how to make the transition to our company. Not familiar with it, but I can answer this part, you set up a free accountant's account with them, then let them teach you how to transfer a client over. That should be the most common of their FAQs. That should also give you a good feel for whether you want to get involved with them, by how well they help you learn their process. 1 Quote
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