Create a Sync Token to sync with QuickBooks Desktop

When setting up the sync between J.P. Morgan Digital Banking Cashflow360 and QuickBooks Desktop, the Sync Dashboard Profile Editor asks for Bill.com login credentials. A Sync Token can be used as a substitute for the email and password to connect the two systems.

Note: If using a Bill.com powered solution through a bank/financial institution, the sync token will be required to connect the sync.

A Sync Token is a name and password pair separate from the email and password used to log in. The token is strictly for syncing—it can't be used to log into a J.P. Morgan Digital Banking Cashflow360 account.

Creating a sync token

1. Select Settings
2. Under Sync, select Tokens
   
   
3. Select New
   
   
4. Name will auto-populate (this is a one-time use object)
   
   
5. Select Save. The token will be generated (also a one-time use object).
   
   
   • Write down or copy & paste this token before navigating away from this page, as it is only shared one time
6. On the Sync Dashboard:
   • Email = Token Name
   • Password = Token

Note: Creating a new token will invalidate the previous active token.