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 Bill #
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
Memo QBO ⬅ MELIO Note to self
Attachments QBO â›” 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 â›” MELIO Check # or Bank transfer
Print later QBO 🚫 not applicable to MELIO
Amount QBO ⬅ MELIO Full payment amount
Memo QBO â›” 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 📅