How to Add an Administrator to Your BILL Account

The reason we need this is to be able to obtain financial summary reports to be able to agree BILL to the financials. We will not touch any other store data. This also allows us to connect BILL to the accounting system and reconnect as necessary.

Login to your BILL Account
Navigate to "Settings" on the left-hand menu
Select "Users" under "Users & Roles"
Select "New" and enter the following information:
First Name: Josh
Last Name: Hall
Email: josh@jhandco.com
Time Zone: Central Time
Role: Administrator
Select "Save"

And you are done! We will receive an email invitation and we’ll take it from there.

Thank you!
J. Hall and Company