The following information is intended for Accordus’ Bill.com Admins to follow to setup and manage our firm’s Bill.com account for Accordus and clients. Once all of these steps are completed, please schedule an onboarding meeting with Bill.com to have one of their implementation specialists confirm everything is in place. Our personal contact as Bill.com is Zion Lee [email protected], 415-816-0953 (as of fall 2022).

Setting up a company profile:

https://vimeo.com/773868930/f33c700484

Adding Users to the client account

https://vimeo.com/773872169/76c2a8f7bd

Setup approval process

https://vimeo.com/773873622/c878a373d4

Syncing QBO

https://vimeo.com/773874898/a7f1112e2e                 

Setting QBO Preferences

https://vimeo.com/773876769/c1cd87b37a

Setting up a bank account

https://vimeo.com/773878736/2513b015f0

Add an authorized user

https://vimeo.com/774523167/a0d62b8468

Extra settings:

https://vimeo.com/773881151/87bdc8b0eb

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