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.
This article will cover the fields and transactions that sync to and from QuickBooks Online (QBO). Note that on the first sync, all unpaid bills in QuickBooks Online will be synced to Melio.
Vendors on any unpaid bills will be synced to Melio from QuickBooks Online. Each time you create a bill for a vendor in QuickBooks Online, the bill and the vendor will be synced in Melio.
Data will auto-sync in real time. To manually sync, click the sync icon at the top of the screen.
Note: 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.
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.
Melio Pay - Accounts payable (AP)
Vendor:
| QBO field name | Sync | Melio Field Name |
| Vendor display name | ↔ | Vendor's company name |
| First name + Last name | ↔ | Contacts full name |
| Name to print on checks | → | Name on check |
| ↔ | Email address | |
| Phone | ↔ | Phone Number |
| Mobile | Does not sync | |
| Street Address 1 | Does not sync | Address line 1 |
| Street Address 2 | Does not sync | Address line 2 |
| City | Does not sync | City |
| State / Province | Does not sync | State |
| Zip Code | Does not sync | Zip Code |
| Make inactive | ↔ | Delete |
Bill:
| QBO field name | Sync | Melio Field Name |
| Vendor | ↔ | Vendor name |
| Mailing address | Does not sync | Check delivery address |
| Terms | Does not sync | |
| Bill date | ↔ | Invoice date |
| Due Date | ↔ | Due Date |
| Bill no. | ↔ | Bill no. |
| Category | ↔ | QuickBooks category |
| Description | ↔ | Description |
| Amount | ↔ | Amount |
| Billable | Does not sync | Billable |
| Customer / Project | Does not sync | Customer |
| Class | ↔ | Class |
| Location | ↔ | Location |
| Product / Service | ↔ | Item |
| Qty | ↔ | Quantity |
| Rate | ↔ | Unit price |
| Memo | ↔ | Note to self |
| Attachments | ↔ | Invoice image |
Payment:
| QBO field name | Sync | Melio Field Name |
| Payee | ← | Vendor name |
| Bank / Credit account | ← | Payment method |
| Mailing address | Does not sync | Check delivery address |
| Payment date | ← | Deduction date |
| Ref No. | ← | Check # |
| Amount | ← | Full payment |
| Memo | ← | Memo to vendor |
| Attachments | Does not sync | Check image |
Workflows: What actions occur where?
Bill creation workflows
| QBO Action | Sync | Melio Action |
| Create bill | ↔ | Create bill |
| Edit bill | ↔ | Edit bill |
| Delete bill | ↔ | Delete bill |
| Mark as paid | → | Bill removed from Melio |
| Mark as paid | ← | Mark as paid |
Bill payment workflows
| QBO Action | Sync | Melio Action |
| Schedule bill payment | ↔ | Schedule bill payment |
| Edit bill payment | Does not sync | Edit bill payment |
| Cancel bill payment | ↔ | Mark bill payment unpaid |
| Delete bill payment | Does not sync | Remove bill payment |
| Void bill payment | Does not sync |
Have any questions? Contact us here.