Is the sync to QuickBooks Online manual or automatic?

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Once connected to QuickBooks Online, Melio automatically syncs your data both ways every 5 minutes, so you can ensure your financial 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.

sync_icon.png

 

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

 

From your settings

1. Go to Settings in the left sidebar, then Accounting Software Sync

go_to_settings_and_accounting_software_sync.png

 

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

last_synced_date.png

 

3. You can also trigger a manual sync by clicking Sync now in Settings or by clicking the sync icon at the top of your dashboard

That's it! 

 

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