How to export your data from Bill.com

Bill.com lets you export accounts payable records (bills, payments) and accounts receivable records (invoices, received payments) as .CSV files, plus run Cash Detail and Unpaid Accrual Summary reports for syncing to an outside accounting system. Exports are generated per-entity from the Import/Export page using either a full 'Export All' or a filtered 'Export with Filters' option.

Formats: CSVPlan: Not specified in Bill.com's export documentation — no plan tier is called out as a requirement for the CSV/report export featureRole: Not specified in the docs; access to the gear icon's Import/Export settings and Export Records controls is implied to require an admin-level or accounting-configuration user

✓ Verified against Bill.com's official documentation, October 2025

Step by step

1Click the gear icon and, under Import/Export, click Preferences, then click the edit icon and enter the accounts from your accounting system, then click Save
2In the left navigation pane, click Reports, then under Export Reports click Cash Detail Report, enter the date range of transactions to export, click Download, toggle to Save file, and click OK
3Run the Unpaid Accrual Summary Report the same way, using the same date range as the Cash Detail Report
4To export a full list of records for a specific entity, click the gear icon, then under Import/Export click Import/Export, then click Export in the 'Export Records to .CSV Files' column for that entity
5Choose Export All for a complete list of records, or Export with Filters to filter fields and values before exporting
6For Accounts Receivable data, use the Open Invoices and Received Payments reports instead of the AP reports
7Allow several minutes for larger exports to process, then check the Export History page to see status and download the file
8Import the downloaded .CSV files into your new accounting software, where Bill.com transactions appear as Journal Entries in the General Ledger

What the export includes

✓Bills and payments (Accounts Payable) records
✓Invoices and received payments (Accounts Receivable) records
✓Cash Detail Report and Unpaid Accrual Summary Report (used together to sync AP activity)
✓Accrual Summary Report, Accrual Detail Report, Cash Summary Report, Unpaid Accrual Detail Report
✓Full or filtered exports of individual record entities via Export All / Export with Filters

What it doesn't include

✗Bill.com's CSV/report export documentation does not describe exporting attachments or scanned bill/invoice documents
✗No mention of exporting approval workflow configuration, audit/activity logs, or user/role settings
✗Exported data comes out as transaction-level CSVs and reports, not a full account/database backup

Before you start

⚠Exports are generated per entity/report, not as a single full-account download
⚠Larger exports can take several minutes to process before the file is ready — check the Export History page for status
⚠The Cash Detail Report and Unpaid Accrual Summary Report must use matching date ranges to sync correctly with your accounting system
⚠Imported transactions land in accounting software as Journal Entries in the General Ledger, not as native bill/invoice objects
⚠Accounts Payable and Accounts Receivable data are exported via different reports (Cash Detail/Unpaid Accrual Summary for AP; Open Invoices/Received Payments for AR)

Where to take your data

Free and cheaper tools that can take a Bill.com export. See all Bill.com alternatives →

Wave

Alternatives

Bill.com's export is a transaction-level CSV, not a Wave-formatted file, so there's no documented one-click import path — map the exported bill/payment and invoice/payment CSVs to Wave's transaction fields, or re-enter outstanding bills and invoices manually in Wave's free accounting tools.

Melio

Melio doesn't have a documented native Bill.com CSV importer — use the exported vendor, bill, and payment CSVs as a reference to recreate vendors and outstanding bills in Melio, then enroll vendors for ongoing bill pay.

Exporting from Bill.com: common questions

Can I export all my Bill.com data in one click?+

No. Bill.com's documented export process works per record type (bills, payments, invoices, vendors, etc.) via the Import/Export page, plus separate Cash Detail, Unpaid Accrual Summary, and related reports — there isn't a single full-account export button described in the docs.

What file format does Bill.com export data in?+

CSV. Bill.com's export documentation covers exporting bills, payments, invoices, and received payments, as well as cash/accrual reports, as .CSV files for import into another accounting system.

Does Bill.com's export include attachments like scanned bills or receipts?+

The official export documentation doesn't mention attachments or scanned documents — it covers transaction-level CSV data and reports, not document files.

How long does a Bill.com export take?+

Depending on the number of records, Bill.com's docs note it may take several minutes to process a requested export or report, and you can check progress and download the file from the Export History page.

How do I export unpaid bills or invoices specifically?+

Run the Unpaid Accrual Summary Report (and Unpaid Accrual Detail Report) for outstanding bills, or use the Open Invoices report for unpaid Accounts Receivable, matching the date range to your Cash Detail Report if you're syncing to another accounting system.