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: Invoices you add in Melio won't sync with FreshBooks
We recommend you create or update invoices in FreshBooks so the invoices and payments will sync.
There are two ways to sync Melio accounts receivable and FreshBooks:
Sync FreshBooks to Melio from Get Paid
1. Sign into Melio.
2. Click Get Paid in the left sidebar.
3. Click Add invoices.
4. You’ll be given the option of how you want to add your invoices. Click Connect your accounting software.
5. Select FreshBooks and click Connect.
6. When prompted to confirm the sync, click Connect.
7. Log in to your FreshBooks account.
8. You’ll be directed back to Melio to start the sync.
9. Then you’ll see the following screen when the sync is complete.
Note: Two things to pay attention to in this step
- Leave your 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.
To disconnect or to see when the last sync was, go back to Settings and Accounting Software Sync, and you’ll see it under FreshBooks.
Sync FreshBooks to Melio from Settings:
1. Sign in to Melio.
2. Go to the Settings in the left sidebar.
3. Choose Accounting Software Sync.
4. On the right, click Connect under FreshBooks.
NOTE: FreshBooks is for receivables only.
Make sure you’ve set up Get Paid, otherwise you won’t see the FreshBooks option.
5. When prompted to confirm the connection, click Connect.
6. Log in to your FreshBooks account.
7. You’ll be directed back to Melio to start the sync.
8. Then you’ll see the following screen when the sync is complete.
Note: Two things to pay attention to in this step
- Leave your 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.
To disconnect or to see when the last sync was, go back to Settings and Accounting Software Sync, and you’ll see it under FreshBooks.