Your web browser is out of date. Update your browser for more security, speed and the best experience on this site.

Update your browser
Linked In Banner
Onboarding 101

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.

  1. Login to your BILL Account

  2. Navigate to "Settings" on the left-hand menu

    BILL Settings Menu

  3. Select "Users" under "Users & Roles"

    BILL Users and Roles

  4. Select "New" and enter the following information:
    First Name: Josh
    Last Name: Hall
    Email: josh@jhandco.com
    Time Zone: Central Time
    Role: Administrator

    BILL New User


  5. 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