How to Switch from an Existing Accountant Console to Accountable Numbers' Console in BILL

How to Switch from an Existing Accountant Console to Accountable Numbers' Console in BILL

If your account is currently linked to another accountant console and you’d like to switch it to Accountable Numbers, follow these steps:

1. Please add amanda@accountablenumbers.com as an admin user in your BILL account. 
(Note: This saves time and helps BILL quickly process the request that you will complete in step 2)
  

2. Click here to complete this form: Console/Client Management Request form
Below is a screenshot that will help you fill our the form:



3. Once submitted, BILL will switch the account from the current accountant console to the new accountant console. Note that this can take 2-3 business days. 
    • Related Articles

    • How to Add Accountable Numbers as an Accountant to QuickBooks Online

      Follow these steps. 1. Log in to your QuickBooks Online account as the company administrator. 2. Go to Settings ⚙ in the upper right and choose Manage Users. 3. Click the Accountants tab. 4. Enter amanda@accountablenumbers.com in the email address, ...
    • How to Transfer QuickBooks Billing to Accountable Numbers

      First, you need to add Accountable numbers as an accountant to your QuickBooks Online account. Please ensure that you are logged in as the primary admin. Then, follow the steps below. Click on Settings (the gear icon) located at the top right corner. ...
    • Email Template to Customers: Introducing Accountable Numbers

      The template below may be used by you to introduce Accountable Numbers to your customers/clients. Please feel free to use this as a starting point and tweak it to fit your business. We recommend sending this to to your customers so that if they ...
    • How to Give Accountable Numbers Access to Bank Accounts and Credit Card Websites

      Here are a few suggestions to facilitate a seamless and rapid transfer of data from bank, credit card, and e-commerce platforms. Add Accountable Numbers as a user to your online banking portal. Depending on your bank, you may have the option to grant ...
    • How to Approve/Deny Bills in Bill.com

      Review and approve Approve bills Select Approvals in the navigation menu Select on the Invoice # to approve Review bill details Select Approve Tip: Select Approve & pay to mark the bill as approved and go directly into schedule a payment flow if you ...