Connecting your Dext and Bill.com accounts lets you publish items directly from Dext into Bill.com - complete with categories, tax info, and assigned approvers.
Important: You must be an Admin in Dext to connect to accounting software. If you don’t have access, ask your account admin or accountant/bookkeeper to help you connect.
What Happens When You Connect Dext to Bill.com?
Once connected, Dext will:
Sync your Chart of Accounts, Suppliers, Customers, Classes, Locations, and Payment Methods
Enable the Publish button for sending items straight to Bill.com
Import your list of Bill.com Approvers (you'll find these in Sales > Customers)
How to Set Up the Connection
Go to Business Settings > Connections
Under Accounting Software, click Connect
Find Bill.com in the list and click Connect
Click Connect Software - you'll be redirected to Bill.com
Log in and follow the prompts
When you're redirected back to Dext, click Finish
Note: It may take a few minutes for your lists and categories to sync fully.
Publishing items to Bill.com
Before publishing an item to Bill.com, it’s essential to have the correct tax settings and categories selected. This ensures your item is published to the right destination and with the right details applied.
You can do this by:
Editing the item directly on the Item Details page
Or setting up rules for specific suppliers or customers, so the correct fields are applied automatically every time a document is received
Once everything looks correct, you can go ahead and publish your item to Bill.com.
Learn more about how to publish items here.
Using Bill.com Approvers in Dext
If your Bill.com account uses Approvers, Dext will sync them when the connection is live.
To assign an approver to a sales item:
Go to the Sales Inbox and open the item
In the Customer field, search for and select the approver’s name (This pulls from your Bill.com approver list)
Click Publish
The bill will appear in Bill.com with the correct Approver flagged.
Note: This won’t trigger approval workflows in Bill.com - it just assigns the initial approver.
Approver Tip (for users with multiple integrations):
If you're connected to more than one platform (e.g., Xero and Bill.com), make sure Bill.com is selected in the Integration field of the item.
In Sales > Customers, you can hover over the clip icon next to the customer name to check:
Whether they’re synced from Bill.com
Or only exist in your main accounting integration
How to Reconnect to Bill.com
Reconnection may be required if:
Your login credentials have changed
The connection expired
To reconnect:
Go to Business Settings > Connections
Click Manage next to Bill.com
Click the green Reconnect button
Log in to Bill.com and follow the steps
Click Finish when complete
How to Refresh Your Lists
Refreshing updates your synced data (like customers, accounts, and approvers) without affecting your documents.
To refresh:
Go to Business Settings > Connections
Click Manage next to Bill.com, then Refresh Integration Data
You’ll see a confirmation banner - the process only takes a few minutes