Education and certification

The BILL Certification course provides an in-depth exploration of BILL's benefits, features, and functionality.

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BILL Certification Program

The BILL Certification course provides an in-depth exploration of BILL's benefits, features, and functionality. Getting certified demonstrates a strong working knowledge of BILL, which can help you maximize operational efficiency and deliver exceptional service to clients.

The BILL Certification is a National Association of State Boards of Accountancy (NASBA) accredited course.

You can complete the course for up to 5 CPE credits. It's free and there are no prerequisites or advanced preparation required.

Our Accountant Partners who successfully complete the course will earn the BILL Expert Certified badge–the ideal addition for your website, blog, or social media channels.

How to get BILL certified  

BILL Certification training is available through your Accountant Console on our BILL Academy platform. There are two levels of training - Basics and Advanced. We recommend you start with the Basics training before proceeding to the Advanced course.

The Basics training explains how to get started, handle clients’ payables and receivables, and keep track of cash on hand.

Advanced training is the certification course. It teaches you how to improve client workflow efficiency and handle special payables and receivables scenarios. The course includes multiple short modules, allowing you to work at your own pace and return as needed to complete the course.

You’ll learn how to:

  • Map existing client workflows into BILL.
  • Sync BILL with client accounting software.
  • Handle exceptions for payables.
  • Optimize collections for receivables.

How to log into training  

  1. Log into BILL.  
  2. Click “Manage Console.”
  3. Once in your Accountant Client Management Console, go to the “Training “ and select the level of training you want (Basics or Advanced.) Reminder: Certification is tied to completing the Advanced course.
  4. Click “Start the BILL Certification Training.”  

BILL certification information  

BILL is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: learningmarket.org. All training is free to BILL Accountant Program members.

While there is currently no requirement for regular re-certification, BILL reserves the right to change renewal policies at any time.  

Firm certification qualifications

Certification is earned by individuals, not the firm, and certified users may take their certification with them if they change firms.

If a certified user is removed from a firm’s Console account and no other Console users are certified, the certification will be deactivated and removed automatically from the Console. The firm should also remove BILL Certified logos from its marketing materials.

To regain certification, the firm should select another Console user to complete the certification course. Contact us at training@hq.bill.com to discuss the transfer process.

For additional help

Contact our training team at training@hq.bill.com.

The information provided on this page does not, and is not intended to constitute legal or financial advice and is for general informational purposes only. The content is provided "as-is"; no representations are made that the content is error free.