CheckingSome of the information on your Bluevine dashboard will sync with your QuickBooks Online account. The fields and transactions that sync can depend on what you’re inputting and from which service you’re inputting it.
You can perform the following actions in both QuickBooks Online and on your Bluevine dashboard.
- Create and manage a payee or vendor: The payee or vendor is the merchant or business receiving the funds.
- Create and manage a bill: By creating a bill, you can add specific details to a payment request. This can include specifying a due date or bill number, writing a memo, or attaching an invoice (if applicable).
- Create/schedule a payment: This allows you to easily 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 correctly.
To learn more about how these specific actions will sync across QuickBooks Online and Bluevine, please review the tables below.
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 Bills to Paid |
|
Create a payment |
Yes |
Bill is removed from Bluevine view |
|
Delete Payment |
Yes |
Bill moves to Unpaid Bills |
|
Void Payment |
Yes |
Bill moves to Unpaid Bills |
|
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