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 section 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 section of the 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
- 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.

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

Payee Actions in Bluevine

Bluevine Action	Sync	QBO Result
Add/Create a Payee without a Bill attached	No	Does not Sync to QBO
Update a QBO Payee in Bluevine	No	Does not Sync to QBO
Delete a QBO Payee 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	Archive Payee

Bill Actions in Bluevine

Bluevine Action	Sync	QBO Result
Add/create a Bill	Yes	Create payee and Bill [QBO receives: Payee name, amount, balance, bill due date, bill number, memo (note)]
Update payee information (Payee Created in Bluevine)	Yes	Update payee name [Bluevinedoes not export out payee address, email, or bank details]
Update Bill (Bill Created in Bluevine)	Yes	Update Bill fields [Updates: Bill due date, Bill number, memo (note)]
Delete Bill	Yes	Delete Bill
Update Bill (Bill Created in QBO)	No	Does not Sync to QBO
Mark as Paid	No	Does Not Sync to QBO
Delete Payee	No	Does Not Sync to QBO

Bill Actions in QuickBooks

QBO Action	Sync	Bluevine Result
QBO Bill linked to QBO vendor	Yes	Create Bill in Bills Inbox
Update Bill	Yes	Update Bill Fields
Delete Bill	Yes	Delete Bill
Delete QBO Vendor (With a QBO Bill Attached)	Yes	The payee will be Archived, and Bill will be automatically marked as PAID
Delete Vendor (Payee Created in Bluevine)	Yes	Bill will move to PAID (Payee does not get deleted)
Update Vendor Details (Payee Created in Bluevine)	No	Does Not Sync to Bluevine

Payment Actions in Bluevine

Bluevine Action	Sync	QBO Result
Create/Add Payment	No	Does Not Sync to QBO
Update Payment (Payment Created in Bluevine)	No	Does Not Sync to QBO
Delete Payment in Bluevine (Bill Created in Bluevine)	No	Does Not Sync to QBO
Delete Payment in Bluevine (Bill Created in QBO)	No	Does Not Sync to QBO
Update Payment (Payment created in QBO)	No	Does Not Sync to QBO

Payment Actions in QuickBooks

QBO Action	Sync	Bluevine Result
Create a Payment (Immediate or Scheduled)	Yes	Bill Moves from Inbox to Paid
Link Paid Payment	Yes	Bill is Removed from Bluevine View
Delete Payment (Bill Created in QBO)	Yes	Bill Updates to Open and moves to Inbox
Void Payment (Bill Created in QBO)	Yes	Bill Updates to Open and moves to Inbox
Update Payment	No	Does Not Sync to Bluevine
Delete Payment (Bill created in Bluevine)	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

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

Related articles

Didn’t find what you’re looking for?