How to sync accounts receivable between Melio and FreshBooks

  • Updated
Connecting your accounting software to your receivables platform will save you time, reduce errors, and simplify your entire AR process.

By syncing Melio Get Paid and FreshBooks, you can:

  • Eliminate the need to register receivables on more than one platform

  • Import invoices from FreshBooks to Melio, along with corresponding customer information

  • Make sending payment requests fast and simple

  • Automatically reconcile incoming payments

Note: Changes made to invoices in Melio will not sync back to FreshBooks.

Here’s how to connect your Melio Get Paid account with FreshBooks:

  1. Go to the Settings section in your Melio account and choose Accounting Software Sync.

  2. Click the Connect to FreshBooks button under FreshBooks Sync.


3. When prompted to confirm the connection, click the purple Connect button.

4. On the next screen, log in to your FreshBooks account.

5. Then, click the green Allow button.

Note: Two things to pay attention to in this step

  • Leave browser open: Make sure to leave your browser running with the sync page open until the sync is complete.

  • First sync can take up to a few hours: It depends on the amount of data stored in your accounting platform. You’ll receive an email as soon as it’s done.

Once the sync is complete, click Continue to go back to your Melio dashboard.

Have any questions? Let us know here.


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