Setting up to sync with NetSuite

If youve never synced your Bill.com account with an accounting system, these
instructions are for you.
If youve synced your Bill.com account with any accounting system (including
NetSuite), contact us, because these instructions wont work for you.

Part 1 of 10: Set up your NetSuite account for syncing

1. In NetSuite, click the Setup tab > Company > Enable Features.
2. Click the SuiteFlex tab.

3. Under SuiteBuilder, select Custom Records.

4. Under SuiteScript, select Client SuiteScript and Server SuiteScript.
5. Click Save.

Part 2 of 10: Install the Bill.com NetSuite Integration Bundle

1. In NetSuite, click the Setup tab, then Customization, then Search & Install
Bundles.
2. Search for the Bundle:
Under Keywords, enter: TSTDRV952242
Click Search.

3. Click Bill.com NetSuite Integration.

4. Click Install, then click Install Bundle.
5. Wait and click Refresh until the installation is complete.

Part 3 of 10: Set up your Bill.com account

1.
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Log in to your Bill.com account.

In the upper right, hover over . Then click Settings > Overview.
Under Accounting, click Preferences.
On the Accounting Preferences page, click .
If you want to use classes/locations/departments, set Use classes, Use
locations, Use departments appropriately.
6. Click Save.

Part 4 of 10: Configure your NetSuite Account

1. Click the Setup tab > Customization > Record Types.

2. On the Record Types page, click Billcom Configurator.

3. On the Edit Custom Record Type page, click View Records.

4. On the Billcom Configurator List page, click New (bottom of page).

5. Enter these details:

For Username, enter the email address you use to log in to Bill.com
(must be an Administrator).
For Password, enter your Bill.com password.
For Org Id:
a. Log in to your Bill.com account.
b. In the upper right, hover over . Then click Settings > Overview.
c. Under Your Company, click Profile.
d. From the URL bar, copy the number after id= (begins with 008).
e. Paste the number into Org Id.
For Subsidiary, choose the NetSuite Subsidiary that you want to sync
to the Bill.com company. If you are not using NetSuite Oneworld, you
will see just one subsidiary, which is Parent Subsidiary. Select that
one.

6. Contact Bill.com and have us review your setup.

7. Click Save.

Part 5 of 10: Add the Sync button to your NetSuite dashboard

1. In NetSuite, click the Home tab.
2. On the Home page, click Personalize Dashboard (upper right).

3. Under Add Content, click any unused Custom Portlet.

4. In the upper right corner of the new dashboard widget, hover over the
drop-down and click Set Up.

5. For Source, choose Billcom Portlet.

6. Click Save.

Part 6 of 10: Add Job/Errors portlets to your NetSuite dashboard

1. In NetSuite, click the Home tab.
2. On the Home page, click Personalize Dashboard (upper right).

3. Under Add Content, click any unused Custom Search.

4. In the upper right corner of the new dashboard widget, hover over the
drop-down and click Set Up.

5. For Search, choose Bill.com Sync Jobs Most Recent.

6. Click Save.

7. Under Add Content, click any unused Custom Search.

8. In the upper right of the new dashboard widget, hover over the drop-down
and click Set Up.
9. For Search, choose Bill.com Sync Unresolved Errors - Most Recent.
10. Click Save.

Part 7 of 10: Set up your Accounts Payable account

1. In NetSuite, click the Setup tab > Company > General Preferences.
2. On the General Preferences page, click the Custom Preferences tab.
3. For Accounts Payable Account, choose the account where youll be
posting Bill.com bills.

4. Click Save.

Part 8 of 10: Review your Vendor List in NetSuite

In Netsuite, make sure that all vendors, including those that are individuals, have
a Company Name. Individuals, by default, dont have a Company Name, so youll
need to add one.

Part 9 of 10: Sync for the first time

1. In NetSuite, click the Home tab.
2. Click Sync with Bill.com.
3. As the sync proceeds, occasionally click Refresh to check the progress.
The first sync can take a while (a couple of hours), so feel free to log out
and return in a couple of hours.
4. Ensure there are no errors in the Bill.com Sync Unresolved Errors - Most
Recent portlet installed in Part 6.

Part 10 of 10: Review/setup your Clearing Chart of Accounts

When you use Bill.com to pay vendors, we make a single Automated
Clearinghouse (ACH) debit per day to your bank account. This single debit might
be for more than one bill payment that day.

Check your NetSuite chart of accounts, (Setup>Accounting>Chart of

Accounts), to see if the Bill.com Sync brought over chart of accounts
for Bill.com Money In Clearing account and Billcom Money Out
Clearing . These accounts will be used by Bill.com will post payment
transactions. If you see those accounts, you are done: proceed to Part
11.
If you dont see those accounts, then check your NetSuite Home Page
in the Sync Unresolved Errors portlet for any errors. Refresh the
portlet to make sure you are reviewing the latest errors.

If you see an error for syncing the 2 Clearing chart of accounts that
they could not be synced because the records did not have an account
number, and account numbers are required, then perform the following
four steps. If you dont see an error, then contact Bill.com Customer
Support.
Create a chart of account called Bill.com Money Out Clearing with
appropriate account number in NetSuite of Type Bank.
Initiate a sync from the Home tab in NetSuite, by clicking Sync
On the Bill.com side, there are existing Bill.com Money In Clearing
account and Bill.com Money Out Clearing accounts. You should also
see the Bill.com Money Out Clearing account created in NetSuite.
Merge the 2 Bill.com Money Out Clearing accounts in Bill.com using
the Merge toolhover over , click Overview, then under

Accounting, click Chart of Accounts and click Merge Duplicates.

Select the 2 Bill.com Money Out Clearing accounts and click next
and follow the instructions (see below screenshot). Make sure you
select External Id field to be the non-empty value. Once the merge is
complete, then also Merge the Bill.com Money In Clearing into the
remaining active Bill.com Money Out Clearing account (this is more
for cleaning up the chart of account on the Bill.com side)

Part 11 of 11: Add additional subsidiaries (optional, and only applies to

NetSuite Oneworld accounts with multiple subsidiaries)
1. Install

the MultiSub portlet. Go to Personalize Dashboard, and then under

Custom Portlet, click on Billcom Multi Sub Map Portlet and Save

2. Edit Mappings carefully to make sure the correct mappings are chosen
between the Bill.com and NetSuite accounts. Syncing with the wrong company
mappings can cause data issues.

3. Start a new sync by going to Home tab and clicking the Sync button.
4. Ensure there are no errors in the Bill.com Sync Unresolved Errors - Most
Recent portlet installed in Part 6.