CheckingThe fields and transactions that will sync between your QuickBooks Online account and the Bills tab within the Bluevine Dashboard will depend on where the original action was created and what action is taking place.
You can perform the following actions in QuickBooks Online, and the Bills tab of the Bluevine Dashboard.
- Create and manage a payee or vendor1
- The payee or vendor is the merchant or business receiving the funds.
- Create and manage a bill
- Creating a bill allows you to add specific details about a payment request, including the bill due date, bill number, bill memo, and to attach an invoice (if applicable).
- Create/schedule a payment
- Creating and scheduling a payment allows you to send funds to a Payee.
Note: if you connect your primary Bluevine account through the QuickBooks Online banking dashboard, please name that account "Bluevine Checking" in QuickBooks Online. This ensures that everything will sync appropriately.
Please review the tables below to learn more about how specific actions will sync in QuickBooks Online and the Bluevine Bills tab.
Payee Actions in Bluevine
|
Bluevine Action |
Sync |
QuickBooks Online Result |
|
Create a payee without a bill attached |
No |
Does not Sync to QuickBooks Online |
|
Update a QuickBooks Online vendor in Bluevine |
No |
Does not Sync to QuickBooks Online |
|
Delete a QuickBooks Online vendor in Bluevine |
No |
Does not Sync to QuickBooks Online |
Vendor Actions in QuickBooks Online
|
QuickBooks Online Action |
Sync |
Bluevine Result |
|
Create vendor |
Yes |
Payee created |
|
Update vendor |
Yes |
Payee fields updated |
|
Delete vendor |
Yes |
Delete payee and any associated unpaid bills |
Bill Actions in Bluevine
|
Bluevine Action |
Sync |
QuickBooks Online Result |
|
Create a bill |
Yes |
Create vendor and bill |
|
Update payee information (Payee created in Bluevine) |
Yes |
Update vendor |
|
Update bill |
Yes |
Update bill fields |
|
Update Bill |
No |
Does not sync to QuickBooks Online |
|
Delete bill |
Yes |
Delete bill |
|
Assign category on a Bluevine bill |
Yes |
Category displayed in QuickBooks Online |
|
Update category on a Bluevine bill |
Yes |
Category updated in QuickBooks Online |
|
Update category on a QuickBooks Online bill |
No |
Does not sync to QuickBooks Online |
|
Mark as Paid |
No |
Does not sync to QuickBooks Online |
|
Delete Payee |
No |
Does not sync to QuickBooks Online |
Bill Actions in QuickBooks
|
QuickBooks Online Action |
Sync |
Bluevine Result |
|
Create bill |
Yes |
Create bill in Bluevine |
|
Update bill |
Yes |
Update bill fields |
|
Delete bill |
Yes |
Delete unpaid bills and any associated scheduled payments |
|
Delete QuickBooks Online vendor |
Yes |
Delete payee and any associated unpaid bills |
|
Assign category on a QuickBooks Online bill |
Yes |
Category displayed in Bluevine |
|
Update category on a QuickBooks Online bill |
Yes |
Category updated for Bluevine bill |
|
Update category on a Bluevine bill |
No |
Does not sync to Bluevine |
|
Update/delete bill |
No |
Does not sync to Bluevine |
|
Delete vendor |
No |
Does not sync to Bluevine |
|
Update vendor details |
No |
Does Not Sync to Bluevine |
Payment Actions in Bluevine
Note: We will not be supporting payment sync for sub-accounts at this time
|
Bluevine Action |
Sync |
QuickBooks Online Result |
|
Send bill payment |
Yes |
Bill gets marked as paid in QuickBooks Online |
|
Payment is unsuccessful |
Yes |
Mark payment as void |
|
Update payment |
No |
Does not sync to QuickBooks Online |
|
Delete payment in Bluevine |
No |
Does not sync to QuickBooks Online |
Payment Actions in QuickBooks
|
QuickBooks Online Action |
Sync |
Bluevine Result |
|
Create a payment |
Yes |
Bill moves from Unpaid to Paid |
|
Create a payment |
Yes |
Bill is removed from Bluevine view |
|
Delete Payment |
Yes |
Bill moves to unpaid |
|
Void Payment |
Yes |
Bill moves to unpaid |
|
Unlink payment |
No |
Does not sync to Bluevine |
|
Update Payment |
No |
Does not sync to Bluevine |
|
Delete Payment |
No |
Does not sync to Bluevine |
|
Void Payment |
No |
Does not sync to Bluevine |
1 Quickbooks Online refers to Payee's as Vendors