Setting up a third-party login for Bill.com gives your Bench bookkeeping team view-only access to your Bill.com Merchant Portal. This allows your bookkeeper to download payout reports and transaction details on your behalf so you don't have to manually pull and upload them each month.

1. Access to your Bill Merchant Portal with administrator

2. The email address provided by your bookkeeper (formatted as thirdpartylogins+business.name@bench.co)

Note: Your bookkeeper will confirm the exact email address to use for your account before you begin.

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1. Login to your Bill account

2. Select 'Settings' in top right corner

3. In Settings, select Users (this may appear under the Permissions section depending on your BILL interface).

4. Select 'Add User' or 'New'

5. Enter the following information:

First Name: Bench

Last Name: Accounting

Email address: thirdpartylogins+business.name@bench.co

Time zone: Pacific Standard Time

Birthdate (if requested): 01/01/1980

6. When prompted to select a role/access level, choose ‘Auditor (View Only)’

7. Select 'Save'

8. Message your bookkeeper to let them know this has been completed as the email invite link is not a monitored email.

Once your bookkeeper confirms access, they'll be able to pull your Bill.com reports directly, with no further action needed from you. If anything changes with your Bill.com account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly.

• If you do not see the “Users” option in Settings, you may not have Administrator permissions in BILL. Please contact your account administrator.

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• User Role & Permissions Information

• Can't Log into Bill?