> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-connections/bill.md). # Digits Connections: BILL Connect BILL to Digits to automatically sync bills, invoices, vendors, customers, and payments into your books. *** ### Sync Overview The following diagram shows what data syncs between BILL and Digits and the direction of each sync.
*** ### Before You Connect Before connecting BILL: * You must be a BILL administrator. * You must have permission to create Sync Tokens in BILL. * If reconnecting BILL, disconnect any previous integration first (if applicable). *** ### How to Connect BILL {% hint style="danger" %} **Warning:** You will need administrator privileges in BILL in order to connect. {% endhint %} 1. Sign in to Digits and go to your client's business dashboard 2. From the left navigation menu, click **Connections** 3. Click the **Bills & Expenses** tab. 4. Find **BILL** and click **Connect.** 5. Log in to the client’s **BILL** account to generate a **Sync Token.** *** #### How to Generate a Sync Token in BILL 1. In BILL, go to **Settings** → **Sync & Integrations** → **Tokens.** 2. Click **New.**
3. Enter a **Name** for the Token, then click **Save.**
4. Copy the **Token Name** and **Token Password.** {% hint style="danger" %} **WARNING:** Save the **Token Name** and **Password** before leaving the page—they’re only shown once:exclamation: {% endhint %}
Then, back in **Digits:** 5. Enter the **Token Name** and **Token Password** in Digits.
6. Click **Connect.** 7. Once connected, Digits begins syncing data automatically. {% hint style="warning" %} **If you already created a Sync Token before:**\ BILL will show only the *Token Name* — not the password.\ To get a new Token Password, you’ll need to **create a new Sync Token** (repeat step 1). ![](https://4186222250-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3grvmtIwqJ3mUcVMLFRp%2Fuploads%2FPmz9Z1BKMjNSREa4lLbR%2Fimage.png?alt=media\&token=22d1cfdf-8ca1-487c-8955-c5ce0c7852dc) {% endhint %} *** ### What Happens After Connection Once connected, **✨**Digits will automatically: * Import the client’s full transaction history from BILL * Sync new bills, invoices, and payments automatically * Automatically categorize and assign parties * Start a sync to keep the Ledger updated {% hint style="info" %} **Note:** Import time may vary based on the client’s data volume and activity in BILL. {% endhint %} *** ### Frequently Asked Questions
Why don’t I see older transactions in Digits? Digits imports all historical transactions available through the BILL API. If data appears to be missing, verify that the transaction history is accessible in your BILL account or re-sync from your client’s dashboard.
What should I do if the BILL connection stops syncing? Reconnect from the **Connections** tab in your client’s dashboard. If errors persist, contact [Digits Support.](mailto:help@digits.com)
What is a Sync Token? A Sync Token is a name and password pair used only for syncing BILL with other platforms—it can’t be used to log into your BILL or Digits account.
Will my BILL categories and GL coding carry over into Digits? No. Digits does not sync or map category/GL coding data from BILL. Instead, Digits uses its own AI-based approach to automatically categorize imported bills and payments. If a transaction is categorized differently from what you expected, you can update it directly in the Digits Ledger.
What data syncs between Digits and BILL?
Data ElementSynced?DirectionNotes
Vendor Bills (Invoices)YesOne-Way BILL → DigitsBill details (vendor, amount, due date, status)
Vendor PaymentsYesOne-Way BILL → DigitsPayment amount, method, date, vendor
Bill-to-Payment LinkageYesOne-Way BILL → DigitsShows which bills have been paid and how
CustomersYesOne-Way BILL → DigitsCustomer records
Customer Invoices (A/R)YesOne-Way BILL → DigitsCustomer invoices
Invoice PaymentsYesOne-Way BILL → DigitsPayments and partial payments received for invoices
Credit Memos/ Vendor RefundsPartialOne-Way BILL → DigitsMay sync if supported via BILL's API
Bill Categories/ GL CodingNo—Digits does not sync or map BILL categories.
File Attachments (PDFs, Receipts)No—Attachment support coming soon!
Approval Status/ WorkflowsNo—Approval logic and workflows are not pulled into Digits
Vendor Notes/ Internal CommentsNo—Notes within BILL are not ingested
*** {% columns %} {% column width="66.66666666666666%" valign="middle" %} Got a question or feedback? Our team is all ears—come say hello! {% endcolumn %} {% column width="33.33333333333334%" valign="middle" %}

Contact Digits Support

{% endcolumn %} {% endcolumns %} *** --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.digits.com/firms-connections/bill.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.