We currently sync Bill.com w/QBO without synching the document images (pdfs of vendor invoices, etc.) Has anyone turned on doc sync and regretted it due to problems?

Seeing the attachment documents sync between BILL and QuickBooks Online (QBO) is important for simplifying your business operations, Misscecily. I'm here to provide some insights to help you guide this process effectively.

Activating document synchronization between BILL and QBO can increase storage demands, potentially cause syncing errors, and slow down processing times. Consider a phased implementation or trial period to effectively manage these issues and ensure smooth operation.

Once enabled, any document attached to a bill and saved will sync to the attachments section of the bill details in both QBO and BILL, provided document sync was activated beforehand.

Here's how to enable document sync:

1. Go to Setting.
2. Choose Preference under Sync & Integrations.
3. Select the Edit icon.
4. Check the Sync Documents to QBO box to sync documents from BILL to QBO.
5. Check the Sync Documents from the QBO box to sync documents from QBO to BILL.
6. Click Save.

Additionally, you can explore these articles to find answers to common questions about QB Bill Pay and learn how to set up roles and permissions for bill payments using QB Bill Pay:

• Set up roles and permissions for paying bills with QuickBooks Bill Pay
• Learn about payment processing limits in QuickBooks Bill Pay

I'm here to help if you have more questions about syncing your documents in QBO. Have a great day!