Existing BILL customer interested in Cashflow360

Existing BILL customers interested in using Cashflow360 will need to sign up for a separate Cashflow360 account.

Can I have both a BILL account and a Cashflow360 account?

Yes, as long as both accounts will not be set up to sync with the same accounting system file.

Can I add Cashflow360 to my existing BILL account?

Cashflow360 is a separate service and therefore cannot be added to a regular BILL account. A new Cashflow360 account will need to be created.

If I keep both versions can I sync both accounts to my accounting system?

No, if sync is set up with both the Cashflow360 and BILL account, data corruption and duplication will occur in both accounts including the accounting system file.

Can my Cashflow360 account be linked to my accountant's BILL Console account?

No, a Cashflow360 account cannot be linked to a BILL Accountant Console account.

If choosing to cancel the existing BILL account to enroll into a new Cashflow360 account, will I have to set up my ePayment vendors/customers again?

Yes, any connections via the BILL Network will need to be established again manually in the Cashflow360 account. Any manually entered bank account and/or credit card information will need to be manually entered again into the Cashflow360 account.

Will I be able to retain the historical data of my BILL account if I choose to cancel it?

A backup copy of the data in the BILL account is available by request. The request can be submitted by an Administrator on the BILL account. A digital download of data via Box or DVD of data contains bill documents, canceled checks, and the vendor and company documents that have been processed in BILL.

For instructions on how to cancel your BILL account, search for Cancelling a BILL account in the BILL support center.