Billy & SharePoint Synchronization

Billy is based in San Francisco, CA and appears to have around 40,000+ users. Billy has two versions: one for free and a premium version that includes all the features of the free version plus: multiple users, quotes and estimates, custom designed invoices and recurring invoices for $29.00 per month. This post follows the same outline as the FreshBooks & SharePoint Synchronization post.

Customer Synchronization

Customer are set up under Contacts as in Xero and FreshBooks. Unlike FreshBooks and Xero, Billy does not provide for importing clients. It does provide the capability to export Contacts to Excel.

Project Synchronization

The post “The Case for a Project List” – I suggest you should set up projects in both SharePoint and QuickBooks. I also point out that although you can import from QuickBooks to SharePoint, there are multiple steps involved. It is easier to go from SharePoint to QuickBooks. There is no concept of Job or Project in Billy. You can setup up a product or a service and use them to track projects but then you can’t use those fields for other billing purposes. Bottom line this is not a job/project oriented application.

Task Plan Synchronization

As in Xero, there is no concept of Task. You could use the product/service field to track tasks but then you can’t track a project. You could put task into the Description field on the Billy’s Sales Invoice but this a text box so it can’t be repeated in a drop down or combo list.

Time Tracking

The post “SharePoint Task Plan – Tracking Time” discusses time capture alternatives. Billy has neither a timesheet nor payroll capability.


Billy’s Quotes and sales Invoice features do not support importing of data. Their related reports can be exported into Excel so you could update SharePoint with Quote and Invoice information.

Employee Synchronization

The posts “Example Employee List from QuickBooks” and “Setup Users by Importing” discuss synchronization between QuickBooks and SharePoint Online. Billy does not capture employee information.

Document Management

Billy has no document management capabilities.

Overall Import/Export Capabilities

As mentioned above, Billy has no import capabilities but does provide report export capabilities. Like FreshBooks and Xero it does have an Application Program Interface (API) that can be used by third parties to provide integration, but I am not aware of SharePoint to Xero real time updating capability. See my post for “Real Time Updating Between SharePoint and QuickBooks” for more information.

Bottom Line

Like Xero, if you decide to run your business mostly using SharePoint Online, you can use Billy to do your basic accounting and financial statement preparation. You would also need to use a third party payroll application.

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