Bill.com setup for paying bills and getting paid
I set up Bill.com for the bills you pay and the invoices you send, wire it to your ledger so nothing gets keyed twice, and show your team how to run it.
Every bill lands in your books once.
Bill.com and your ledger both want to own the vendor, the bill and the payment. Settling that first is what keeps the sync from making a second copy of everything.
01
Before the sync
We agree where each record lives: which system owns the vendor, which owns the bill, and which owns the payment. I go through what is already in your ledger first, so the opening sync has nothing to duplicate.
02
The connection
The system accounts Bill.com posts through, then your bank account connected for payment by check or electronically. The first sync runs small and gets checked line by line before anything else is switched on.
03
Approvals, roles and your team
Approval chains that match who actually signs off, roles granted narrowly rather than generously, and a working session with the people who use it every day.
The setup stops at reconciliation.
Getting the clearing account to tie is accounting, and it stays with your bookkeeper or accountant. What I hand over is a system that posts cleanly and a written record of how it was put together, so whoever owns your books is reconciling against something rather than guessing at it.
The Bill.com guide walks through the reconciliation itself, so that person has it in writing whether or not they were in the room.
Ten Rivers Systems handles technical setup, configuration, and data migration only and does not provide accounting or tax advice. I am not an accountant or tax adviser. How you keep your books and what you owe stays between you and your own professionals.
The cost, agreed before anything starts.
It starts with a free thirty-minute call, then a first-pass review and a written scope within two days of the call, at no cost. The scope tells you which of these your setup is.
A typical Bill.com setup synced to QuickBooks, with no custom approval routing, runs about $750.
On NetSuite, a single-subsidiary setup runs about $1,250.
Both cover AP and AR, the system accounts for the sync, connecting the bank account for payments, and training your team on it. More than one subsidiary means a Bill.com instance for each, and is scoped and quoted in writing before anything starts.
For a limited time, a project that agrees to a case study takes up to 50% off. The percentage is settled on the call and written into the scope. This offer can close any day, without notice.
What the setup changed.
No client names, and nothing here that the client has not confirmed.
Bills paid from one place, and Shopify posting itself
Bills are now paid from one place, by check or electronically. Shopify activity posts to the books daily without anyone keying it in.
Getting Bill.com working?
Tell me which ledger you're on, how many subsidiaries you run, and who touches AP and AR. I'll tell you what the setup would cover.
Or start your first pass on a call. Book thirty minutes
I use what you send only to reply, to do any work you ask for, and to keep ordinary business records. How I handle it
A free thirty-minute call.A first-pass review and written scope within two days of the call, at no cost.If it isn't something I do, I'll say so.