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.
Expense management
- Expense transaction sync is always manual and should be triggered by the Owner or Admin.
- Synced transactions are permanently locked in Melio.
Learn more about expenses sync in our dedicated article.
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.
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.
2- On the right under QuickBooks is connected, you can see exactly when the last sync was.
3- You can also trigger a manual sync by clicking Sync now.