How do I read this?

text = field name

🔄 = full two-way data sync between MELIO and QBO

➡ or ⬅ = data only syncs one direction

⛔ = data does not sync

🚫 = data syncing not applicable

LISTS

Vendors List

Company QBO ⛔ MELIO

Display Name QBO 🔄 MELIO Vendor's company name

First name + Last name QBO ➡ MELIO Contact full name

Print On Check Name QBO ⛔ MELIO Name on check

Email QBO 🔄 MELIO Email address

Phone QBO 🔄 MELIO Phone number

Mobile QBO ⛔ MELIO Vendor's mobile number

Billing Address QBO ➡ MELIO Address line 1

Billing Address QBO ➡ MELIO Address line 2 (optional)

City/Town QBO ➡ MELIO City

State/Province QBO ➡ MELIO State

ZIP code QBO ➡ MELIO ZIP code

Active QBO ⛔ MELIO

Vendor1099 QBO ⛔ MELIO

Tax ID QBO ⛔ MELIO

Account Number QBO ⛔ MELIO

Customers List

Company QBO ⛔ MELIO

Display Name QBO ⛔ MELIO Customer's company name

First name + Last name QBO ⛔ MELIO Contact full name

Print On Check Name QBO ⛔ MELIO

Email QBO ⛔ MELIO Email address

Phone QBO ⛔ MELIO Phone number

Billing Address QBO ⛔ MELIO

Billing Address QBO ⛔ MELIO

City/Town QBO ⛔ MELIO

State/Province QBO ⛔ MELIO

ZIP code QBO ⛔ MELIO

Active QBO ⛔ MELIO

TRANSACTIONS

BILL

Vendor QBO 🔄 MELIO Vendor name

Mailing address QBO ➡ MELIO Check delivery address

Terms QBO ⛔ MELIO

Bill date QBO ⬅ MELIO

Due date QBO 🔄 MELIO Due date

Bill no. QBO 🔄 MELIO Bill #

Line 1 QBO 🔄 MELIO

CATEGORY QBO 🔄 MELIO QuickBooks category

DESCRIPTION QBO ⬅ MELIO Bill #

AMOUNT QBO ⬅ MELIO Total amount

BILLABLE QBO ⛔ MELIO

CUSTOMER/PROJECT QBO ⛔ MELIO

CLASS QBO ⛔ MELIO

Line 2 QBO ⛔ MELIO

Line 3 QBO ⛔ MELIO

Total QBO 🔄 MELIO Total amount

Memo QBO ⬅ MELIO Note to self

Attachments QBO ⛔ MELIO INVOICE IMAGE

BILL WORKFLOWS

QBO create BILLBILL created in MELIO

QBO edit BILLBILL updated in MELIO

QBO delete BILLBILL deleted in MELIO

QBO mark as paid BILLBILL removed from MELIO

QBO payment unapplied from BILLBILL balance updated in MELIO

MELIO create BILLBILL created in QBO

MELIO edit BILLBILL updated in QBO

MELIO delete BILLBILL deleted in QBO

MELIO mark as paid BILLBILL unaffected in QBO

MELIO mark as unpaid BILLBILL unaffected in QBO

BILL PAYMENT

Payee QBO ⬅ MELIO Vendor name

Bank/Credit account QBO ⬅ MELIO Bank account

Mailing address QBO ⛔ MELIO Check delivery address

Payment date QBO ⬅ MELIO Payment deducted date or Payment processed date

Ref no. QBO ⛔ MELIO Check # or Bank transfer

Print later QBO 🚫 not applicable to MELIO

Amount QBO ⬅ MELIO Full payment amount

Memo QBO ⛔ MELIO Memo to vendor

Attachments QBO ⛔ MELIO CHECK IMAGE

QBO ⛔ MELIO Delivered by dates

QBO ⛔ MELIO Deposited date

QBO ⛔ MELIO PAYMENT APPROVED BY

QBO ⛔ MELIO PAYMENT SCHEDULED BY

BILL PAYMENT WORKFLOWS

QBO schedule BILL PAYMENTBILL PAYMENT scheduled in MELIO

QBO edit scheduled BILL PAYMENTBILL PAYMENT updated in MELIO

QBO delete scheduled BILL PAYMENTBILL PAYMENT deleted in MELIO

QBO void scheduled BILL PAYMENTBILL PAYMENT deleted in MELIO

QBO un-apply scheduled BILL PAYMENTBILL PAYMENT un-applied in MELIO

MELIO schedule BILL PAYMENTBILL PAYMENT created in QBO

MELIO edit scheduled BILL PAYMENTBILL PAYMENT updated in QBO

MELIO cancel scheduled BILL PAYMENTBILL PAYMENT deleted in QBO

MELIO processed/paid BILL PAYMENTBILL PAYMENT updated in QBO

VENDOR CREDIT

📅 COMING SOON 📅

INVOICE

📅 COMING SOON 📅

RECEIVE PAYMENT

📅 COMING SOON 📅

INVOICE WORKFLOWS

📅 COMING SOON 📅

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