Help us help you. Search for an answer.

Account Setup View all

• What is Key CashFlow?
• How do I enroll in Key CashFlow?
• How do I add a bank account?
• How do I add a new bank authorized user?
• How do I add a new collaborator user?
• Company setup

Connecting with my Vendors View all

• How do I make a payment with Key CashFlow?
• How do I set up a new vendor?
• How do I invite a vendor to be paid electronically?
• Managing vendors' payment methods
• How do I make a payment through the large biller network?
• Best practices for entering vendors

Making Payments View all

• Paying bills
• Making a payment without creating a bill
• Payment timing
• Combining or separating bill payments to the same vendor
• Selecting a process date when scheduling a payment
• Process date vs. arrives by date

Bill Management View all

• Entering a new bill
• Editing an existing bill
• Recurring bills
• Approving and denying bills
• Deleting a bill
• Working with purchase orders

Get Paid (Receivables) View all

• How do I add a new customer?
• How do I charge my customer once?
• Setting up Auto Charge for your customer
• Receivables timing
• Sending a note to a customer
• What a customer sees when charged for a payment

Networking with Vendors and Customers View all

• Setting up and using the Network
• Searching for a business in the Bill.com Network
• Sending a reminder for Network Invites
• Invitation sent to a vendor already using Bill.com
• Network icon
• Disconnecting a Network connection

Reporting View all

• Reports overview
• 1099 filing
• Bank balance
• To Do List

Import / Export View all

• Best practices: Importing non-transaction records
• Best practices: Importing transactions
• Exporting records and transactions from Bill.com
• Customizable export reports

QuickBooks Online View all

• QuickBooks Online sync: At a glance
• Sync setup guide for QuickBooks Online
• FAQs for QuickBooks Online sync
• QuickBooks Online sync: Notes and best practices

Xero View all

• Sync with Xero: At a glance
• Sync setup guide for Xero
• Best practices for syncing with Xero
• FAQs for Xero

QuickBooks for Windows View all

• Sync with QuickBooks for Windows: At a glance
• QuickBooks for Windows sync setup guide
• Sync dashboard local setup installation
• Server or hosting provider sync dashboard installation

NetSuite / Intacct View Intacct View NetSuite

• Sync with Oracle NetSuite: At a glance
• Oracle NetSuite sync setup guide
• Oracle NetSuite: Best practices and additional information
• Sage Intacct sync - Standard setup guide
• Sage Intacct sync - Multi-entity sync setup guide
• Sage Intacct sync guide: Requirements for Sage Intacct settings