How do I read this?
text
= field name
🔄 = full two-way data sync between MELIO and QBO
➡ or ⬅ = data only syncs one direction
â›” = data does not sync
🚫 = data syncing not applicable
LISTS
Vendors List
Company
QBO â›” MELIO
Display Name
QBO 🔄 MELIO Vendor's company name
First name
+ Last name
QBO âž¡ MELIO Contact full name
Print On Check Name
QBO â›” MELIO Name on check
Email
QBO 🔄 MELIO Email address
Phone
QBO 🔄 MELIO Phone number
Mobile
QBO â›” MELIO Vendor's mobile number
Billing Address
QBO âž¡ MELIO Address line 1
Billing Address
QBO âž¡ MELIO Address line 2 (optional)
City/Town
QBO âž¡ MELIO City
State/Province
QBO âž¡ MELIO State
ZIP code
QBO âž¡ MELIO ZIP code
Active
QBO â›” MELIO
Vendor1099
QBO â›” MELIO
Tax ID
QBO â›” MELIO
Account Number
QBO â›” MELIO
Customers List
Company
QBO â›” MELIO
Display Name
QBO â›” MELIO Customer's company name
First name
+ Last name
QBO â›” MELIO Contact full name
Print On Check Name
QBO â›” MELIO
Email
QBO â›” MELIO Email address
Phone
QBO â›” MELIO Phone number
Billing Address
QBO â›” MELIO
Billing Address
QBO â›” MELIO
City/Town
QBO â›” MELIO
State/Province
QBO â›” MELIO
ZIP code
QBO â›” MELIO
Active
QBO â›” MELIO
TRANSACTIONS
BILL
Vendor
QBO 🔄 MELIO Vendor name
Mailing address
QBO âž¡ MELIO Check delivery address
Terms
QBO â›” 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 Note to self
AMOUNT
QBO ⬅ MELIO Total amount
BILLABLE
QBO â›” MELIO
CUSTOMER/PROJECT
QBO â›” MELIO
CLASS
QBO â›” MELIO
Line 2
QBO â›” MELIO
Line 3
QBO â›” MELIO
Total
QBO 🔄 MELIO Total amount
Attachments
QBO âž¡ MELIO INVOICE IMAGE
BILL WORKFLOWS
QBO create BILL
âž¡ BILL
created in MELIO
QBO edit BILL
âž¡ BILL
updated in MELIO
QBO delete BILL
âž¡ BILL
deleted in MELIO
QBO mark as paid BILL
âž¡ BILL
removed from MELIO
QBO payment unapplied from BILL
âž¡ BILL
balance updated in MELIO
MELIO create BILL
âž¡ BILL
created in QBO
MELIO edit BILL
âž¡ BILL
updated in QBO
MELIO delete BILL
âž¡ BILL
deleted in QBO
MELIO mark as paid BILL
â›” BILL
unaffected in QBO
MELIO mark as unpaid BILL
â›” BILL
unaffected in QBO
BILL PAYMENT
Payee
QBO ⬅ MELIO Vendor name
Bank/Credit account
QBO ⬅ MELIO Bank account
Mailing address
QBO â›” 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 â›” MELIO CHECK IMAGE
QBO â›” MELIO Delivered by dates
QBO â›” MELIO Deposited date
QBO â›” MELIO PAYMENT APPROVED BY
QBO â›” MELIO PAYMENT SCHEDULED BY
BILL PAYMENT WORKFLOWS
QBO schedule BILL PAYMENT
âž¡ BILL PAYMENT
scheduled in MELIO
QBO edit scheduled BILL PAYMENT
â›” BILL PAYMENT
updated in MELIO
QBO delete scheduled BILL PAYMENT
â›” BILL PAYMENT
deleted in MELIO
QBO void scheduled BILL PAYMENT
â›” BILL PAYMENT
deleted in MELIO
QBO un-apply scheduled BILL PAYMENT
â›” BILL PAYMENT
un-applied in MELIO
MELIO schedule BILL PAYMENT
âž¡ BILL PAYMENT
created in QBO
MELIO edit scheduled BILL PAYMENT
â›” BILL PAYMENT
updated in QBO
MELIO cancel scheduled BILL PAYMENT
âž¡ BILL PAYMENT
deleted in QBO
MELIO processed/paid BILL PAYMENT
â›” BILL PAYMENT
updated in QBO
VENDOR CREDIT
📅 COMING SOON 📅
INVOICE
📅 COMING SOON 📅
RECEIVE PAYMENT
📅 COMING SOON 📅
INVOICE WORKFLOWS
📅 COMING SOON 📅