Is the sync to QuickBooks Online manual or automatic?

  • Updated

Once connected to QuickBooks Online, Melio automatically syncs your data both ways every 5 minutes, so you can ensure your payments data is always up-to-date.

 

You can view when the last sync was. Here’s how: 

From the top of your Melio dashboard

1. At the top of the main dashboard, hover over the sync icon. 

2. A tooltip will appear telling you when the last sync was.

Last syned.png

 

3. You can also trigger a manual sync by clicking on the sync icon.

 

From Settings

1. Go to Settings in the left sidebar, then Sync and import.

Settings to sync and import.jpg

 

2. On the right under QuickBooks is connected, you can see exactly when the last sync was.

Last synced.jpg

 

3. You can also trigger a manual sync by clicking Sync now. 

 

 

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