This setup is for users who wish to handle expense reimbursements through Bill.com, and export corporate card transactions directly to QuickBooks or QuickBooks Online.
- Ensure Bill.com has been synced with QBD/QBO recently. If not, go ahead and perform a sync.
- Resolve any errors that come up in Bill.com Sync Dashboard before proceeding.
- Sync Tallie with QuickBooks or QuickBooks Online.
- Once completed, log into Bill.com and follow this article to connect it with Tallie.