This article is relevant for: All subscribers.
Syncing Melio with QuickBooks Online saves time by eliminating dual entry. Bills, invoices, and vendor information will automatically appear in your Melio account.
Once you send a payment through Melio, the status will be updated in your accounting software as well for seamless reconciliation.
Note: Is the sync with QuickBooks available to all subscription plans?
Core and Boost subscribers enjoy unlimited sync between their Melio and QuickBooks Online accounts.
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.
Boost subscribers can also sync with QuickBooks Desktop.
You can use QuickBooks payment categories to keep your payments organized.
Here's a step-by-step guide on how to do it:
1. Sign in to your Melio account.
2. Click Pay in the left sidebar.
3. In the Bills tab, click Create a bill or +New payment.
4. In Bill details, fill in the vendor and amount you want to pay. The payment’s Due date is set for today.
5. Under Category, select the right one from the dropdown list.
6. Continue to create the bill as usual.
That’s it! Once the payment is complete, it will sync to the assigned category in QuickBooks.
Boost subscribers? You have extra attributes when synced to accounting software. Click here to see more details.
And as always, if you have any questions, we're available via chat, or email here.