What data does Melio sync with QuickBooks Online?

  • Updated

What are 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 into Melio.

 

Vendors on any unpaid bills will be synced to Melio from QBO, each time you create a bill for a vendor in QBO, the bill and the vendor will be synced into Melio.

 

Data will auto sync every 3 to 5 minutes. To manually sync, go to Settings -> Sync with QuickBooks, and click "Sync now"

Melio Pay - Accounts payables

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 receivables

Currently, there's no sync on the AR side (Melio Get-paid).

Once this sync is available, we will update this article with the fields available.

 


 

Click here for an image of the table with all the data fields and transactions that sync between QuickBooks Online (QBO) and Melio.

 

Have any questions? Contact us here.

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