Syncing Melio with QuickBooks Online saves time by eliminating dual entry. Bills, invoices,and vendor information will automatically appear in your Melio account. Sign up for Melio using your QuickBooks Online credentials to get started.
Is the sync with QuickBooks Online available to all subscription plans?
Core and Boost subscribers enjoy unlimited sync between their Melio and QuickBooks Online accounts. Once you send or receive a payment through Melio, the status will be updated in your accounting software as well for seamless reconciliation.
Go subscribers can sync only the first 10 payments between their Melio and QuickBooks Online accounts. Whether these payments are synced from QuickBooks Online to Melio or vice versa, and whether they are payables or receivables, only 10 payments will be balanced between both accounts.
After this limit is reached, payments made in Melio will not sync to QuickBooks Online, and pending payment bills from QuickBooks Online will not sync to Melio.
Need all your payments synced between QuickBooks Online and Melio? Upgrade to the Core or Boost plans.
Here’s how to sync Melio and QuickBooks Online
Before syncing, make sure that the company name and email address used for both Melio and QuickBooks Online match exactly.
New to Melio?
We recommend signing up with your Intuit credentials, and your QuickBooks data will sync automatically.
There are 3 ways to sync to QuickBooks Online:
Syncing QuickBooks Online when signing up for Melio:
1. Choose Sign in with Intuit when signing up for Melio.
2. Sign in to your QuickBooks Online account.
3. Click Authorize to let Melio use your QuickBooks Online profile information.
4. Click Connect to continue.
5. That’s it! Click Add business details to finish setting up your Melio account.
Syncing QuickBooks Online in your Melio settings
If you’ve already signed up for Melio previously and want to sync to QuickBooks Online, you can do it from Settings.
1. Sign in to Melio.
2. Go to Settings in the left sidebar.
3. Under Company, click Sync and import.
4. On the right, under Quickbooks, click Connect.
5. Click Connect to continue syncing Melio and QuickBooks.
6. In Settings, you’ll see that the sync was successful. You can also manually sync to get an up-to-date status of your payments.
Syncing Melio and QuickBooks from the Intuit app store
You can also sync QuickBooks and Melio through Intuit's QuickBooks app store.
1. Go to the Intuit QuickBooks app store and find the Melio app.
2. Click Get app now.
3. Enter your Intuit credentials.
4. You’ll then be taken to Melio, where you can sign up.
In addition to QuickBooks Online, Melio syncs with other versions of QuickBooks.
Learn more about which data syncs to and from QuickBooks Online.