Connecting to Bill.com

This topic refers to functionality that is not available to accounts on the Quick Base Essential plan. If the functionality described here does not match what you're seeing in Quick Base, your account is probably on this plan.

Connect to Bill.com to bring data from Bill.com into a connected table in your Quick Base app and keep it in sync automatically.

To connect to Bill.com:
  1. From the table bar, click New Table and then select Using connected data.

  2. Name your table, click Next, and then select Bill.com.

  3. Enter your Bill.com user name, password, and company name.

    To find your Bill.com company name

    1. Log in to Bill.com, select Settings and click Overview.

    2. In the Your Company area, click Profile. The Company Name displays.

    3. Enter the value of Company Name in the Organization field.

  4. Create your connected table. See Adding a connected table to your app or click the Help icon in the top right, while creating your table, and we'll guide you along.

View, test, or delete your connections

To view details about your connection and test, change, or delete connections, click the user dropdown on the Global bar, then click My preferences. Your connections display in the My Connections area.

View connected table details and history

To view Details about your connected table, including the connected service, connection owner, connected fields, filter, and schedule for the connected table, access the connection in Table Settings. You can also view a History of recent refreshes, and edit the connection filter, refresh schedule, or switch to use a different connection, if necessary.

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