What data does Melio sync with QuickBooks Online?

This article will cover the fields and transactions that sync to and from QuickBooks Online (QBO). 

Note that on the first sync, all unpaid bills in QuickBooks Online will be synced to Melio.

Vendors on any unpaid bills will be synced to Melio from QuickBooks Online. Each time you create a bill for a vendor in QuickBooks Online, the bill and the vendor will be synced in Melio.

Data will auto-sync every 3 to 5 minutes. To manually sync, click the sync icon at the top of the screen.

Melio Pay - Accounts payable (AP)

Vendor List:

QBO field name	Sync	Melio Field Name
Company	↔	Vendor's company name
Display name	↔
First name + Last name	↔
Print on check name	Does not sync	Name on check
Email	↔	Email address
Phone	↔	Phone Number
Mobile	Does not sync	Vendor's mobile number
Billing Address	→	Address 1
Billing Address	→	Address 2
City / Town	→	City
State / Province	→	State
Zip Code	→	Zip Code
Active	Does not sync
Vendor 1099	Does not sync
Tax ID	Does not sync
Account Number	Does not sync

Transactions - Bill:

QBO field name	Sync	Melio Field Name
Vendor	↔	Vendor name
Mailing address	→	Check delivery address
Terms	Does not sync
Bill date	←	Date bill entered (hidden)
Due Date	↔	Due Date
Bill no.	↔	Bill #
Line 1	↔	N/A
Category	↔	QuickBooks category
Description	↔	Note to self
Amount	←	Total Amount
Billable	Does not sync
Customer / Project	Does not sync
Class	Does not sync
Product / Service	Does not sync
QTY	Does not sync
Rate	Does not sync
Line 2	Does not sync
Line 3	Does not sync
Total	↔	Total Amount
Memo	←	URL link to bill in Melio
Attachment	↔	Invoice image

Transactions - Bill Payment:

QBO field name	Sync	Melio Field Name
Payee	↔	Vendor name
Bank / Credit account	←	Bank Account
Mailing address	Does not sync	Check delivery address
Payment date	←	Payment: deducted date OR processed date
Ref No.	←	Check # OR Bank transfer #
Print later	Does not sync
Amount	←	Full payment amount
Memo	←	Memo to vendor
Attachment	Does not sync	Check image
	Does not sync	Delivered by dates
	Does not sync	Deposited date
	Does not sync	Payment approved by
	Does not sync	Payment scheduled by

Workflows: What actions occur where?

Bill creation workflows - Action performed in QuickBooks Online:

QBO Action	Sync	Melio Action
Create bill	→	Bill created in Melio
Edit bill	→	Bill updated in Melio
Delete bill	→	Bill removed from Melio
Mark bill as paid	→	Bill removed from Melio
Payment unapplied from bill	→	Bill balance updated in Melio

Bill creation workflows - Action performed in Melio:

QBO Action	Sync	Melio Action
Bill created in Quickbooks	←	Create bill
Bill updated in Quickbooks	←	Edit bill
Bill deleted in Quickbooks	←	Delete bill
	←	Mark as paid
	Does not sync	Mark as unpaid

Bill payment workflows - Action performed in QuickBooks Online:

QBO Action	Sync	Melio Action
Schedule bill payment	→	Bill payment scheduled in Melio
Edit scheduled bill payment	Does not sync
Delete scheduled bill payment	Does not sync
Void scheduled bill payment	Does not sync
Un-apply scheduled bill payment	Does not sync

Bill payment workflows - Action performed in Melio:

QBO Action	Sync	Melio Action
Bill payment scheduled in Quickbooks	←	Schedule bill payment
	Does not sync	Edit scheduled bill payment
Bill payment deleted in Quickbooks	←	Cancel scheduled bill payment
	Does not sync	Payment processed / paid

Melio Get Paid- Accounts receivable (AR) 

You can also sync your accounts receivable between Melio and QuickBooks Online, saving you time, reducing errors, and simplifying the entire AR process.

Have any questions? Contact us here.