Existing Bill.com customer interested in Cashflow360
Existing Bill.com customers interested in using Cashflow360 will need to sign up for a separate Cashflow360 account.
Can I have both a Bill.com account and a Cashflow360 account?
Yes, as long as both accounts will not be set up to sync with the same accounting software file.
Can I add Cashflow360 to my existing Bill.com account?
Cashflow360 is a separate service and therefore cannot be added to a regular Bill.com account. A new Cashflow360 account will need to be created.
If I keep both versions can I sync both accounts to my accounting software?
No, if sync is set up with both the Cashflow360 and Bill.com account, data corruption and duplication will occur in both accounts including the accounting software file.
Can my Cashflow360 account be linked to my accountant's Bill.com Console account?
No, a Cashflow360 account cannot be linked to a Bill.com Accountant Console account.
If choosing to cancel the existing Bill.com 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.com 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.com account if I choose to cancel it?
A backup copy of the data in the Bill.com account is available by request. The request can be submitted by an Administrator on the Bill.com 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.com.
For instructions on how to cancel your Bill.com account, search for Cancelling a Bill.com account in the Bill.com support center.