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 QuickBooks Online, you can:
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Eliminate the need to register receivables on more than one platform
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Import invoices from QuickBooks Online to Melio, along with corresponding customer information
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Make sending payment requests fast and simple
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Automatically reconcile incoming payments
Note: Changes made to invoices in Melio will not sync back to QuickBooks Online.
How to sync your AR if you haven’t set up a connection yet:
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Go to the Settings section in your Melio account and choose Accounting Software Sync.
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Click the Connect to QuickBooks button under QuickBooks Online sync.
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Then, log in to your Intuit account and click the green Connect button.
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You will now need to match your bank details in Melio with those in QuickBooks Online for easy reconciliation. Click Select Account and choose an account from the list or add a new one and click the Link My Bank Account button.
How to sync your AR if you’re already syncing your AP between QuickBooks Online and Melio:
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Go to the Get Paid section in your Melio account.
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On the bottom right corner of the screen, a pop-up notification will appear. Click on the purple Complete setup with QuickBooks button.
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You will now need to match your bank details in Melio with those in QuickBooks Online for easy reconciliation.
Click Select Account and choose an account from the list or add a new one and click the Link My Bank Account button.
Have any questions? Let us know here.