What information does Quickbooks & Bluevine sync? – Bluevine Help Center

The fields and transactions that will sync between your QuickBooks Online (QBO) 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 QBO, 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 QBO banking dashboard, please name that account "Bluevine Checking" in QBO. This ensures that everything will sync appropriately.

Please review the tables below to learn more about how specific actions will sync in QBO and the Bluevine Bills tab.

Payee Actions in Bluevine

Bluevine Action	Sync	QBO Result
Create a payee without a bill attached	No	Does not Sync to QBO
Update a QBO vendor in Bluevine	No	Does not Sync to QBO
Delete a QBO vendor in Bluevine	No	Does not Sync to QBO

Vendor Actions in QuickBooks (QBO)

QBO 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	QBO Result
Create a bill	Yes	Create vendor and bill
Update payee information (Payee created in Bluevine)	Yes	Update vendor
Update bill (Bill created in Bluevine)	Yes	Update bill fields
Update Bill (Bill created in QBO)	No	Does not sync to QBO
Delete bill	Yes	Delete bill
Assign category on a Bluevine bill	Yes	Category displayed in QBO
Update category on a Bluevine bill	Yes	Category updated in QBO
Update category on a QBO bill	No	Does not sync to QBO
Mark as Paid	No	Does not sync to QBO
Delete Payee (payee created in Bluevine)	No	Does not sync to QBO

Bill Actions in QuickBooks

QBO Action	Sync	Bluevine Result
Create bill	Yes	Create bill in Bluevine
Update bill (bill created in QBO)	Yes	Update bill fields
Delete bill	Yes	Delete unpaid bills and any associated scheduled payments
Delete QBO vendor (with a QBO bill attached)	Yes	Delete payee and any associated unpaid bills
Assign category on a QBO bill	Yes	Category displayed in Bluevine
Update category on a QBO bill	Yes	Category updated for Bluevine bill
Update category on a Bluevine bill	No	Does not sync to Bluevine
Update/delete bill (bill created in Bluevine)	No	Does not sync to Bluevine
Delete vendor (Payee/bill created in Bluevine)	No	Does not sync to Bluevine
Update vendor details (Payee created in Bluevine)	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	QBO Result
Send bill payment	Yes	Bill gets marked as paid in QBO
Payment is unsuccessful	Yes	Mark payment as void
Update payment (payment created in Bluevine or QBO)	No	Does not sync to QBO
Delete payment in Bluevine (Bill created in Bluevine or QBO)	No	Does not sync to QBO

Payment Actions in QuickBooks

QBO Action	Sync	Bluevine Result
Create a payment (bill created in Bluevine)	Yes	Bill moves from Unpaid to Paid
Create a payment (bill created in QBO)	Yes	Bill is removed from Bluevine view
Delete Payment (Bill created in QBO)	Yes	Bill moves to unpaid
Void Payment (Bill created in QBO)	Yes	Bill moves to unpaid
Unlink payment	No	Does not sync to Bluevine
Update Payment	No	Does not sync to Bluevine
Delete Payment (Bill created in Bluevine)	No	Does not sync to Bluevine
Void Payment (Bill Created in Bluevine)	No	Does not sync to Bluevine

1 Quickbooks Online refers to Payee's as Vendors

Starting February 1, 2022, customers will earn 1.2% interest on the total balance of Bluevine Business Checking accounts and Sub-accounts up to and including $100,000. No interest earned on total balances over $100,000. As of May 1, 2022, customers will earn interest on total balances up to and including $100,000 only if they meet the monthly debit transaction or deposit requirements described in Section M of the Account Agreement. Any interest accrued and payable will be paid to your Bluevine Business Checking account.
Customers will receive a Bluevine Business Debit Mastercard only for use with the main Bluevine Business Checking account.
No limit on number of transactions. However, all accounts are subject to the aggregated monthly deposit and withdrawal amount limits of the Account Agreement.
The national average and comparison are based on interest rates paid by U.S. depository institutions as calculated by the FDIC.
Debit transactions must post to your account before the end of the month to qualify toward that month’s eligibility requirement. Bluevine Business Debit Mastercard is issued by Coastal Community Bank pursuant to a license from Mastercard Inc.
Qualifying transactions only include mobile deposits of customer checks, customer payments made via ACH or wire, and customer payments transferred from payment processing providers. These transactions must post to your account or sub-accounts before the end of the month to qualify toward that month’s eligibility requirement. Transactions that do not qualify include, but are not limited to, mobile deposits of checks drawn on accounts you hold at any institution, cash deposits, and transfers from any of your external accounts, except those associated with payment processing providers.

Payee Actions in Bluevine

Vendor Actions in QuickBooks (QBO)

Bill Actions in Bluevine

Bill Actions in QuickBooks

Payment Actions in Bluevine

Payment Actions in QuickBooks

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