In this article:Payee Actions in BluevineVendor Actions in QuickBooks OnlineBill Actions in BluevineBill Actions in QuickBooksPayment Actions in BluevinePayment Actions in QuickBooks
InformationBodySome 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 (Bill created in Bluevine) Yes Update bill fields Update Bill (Bill created in QuickBooks Online) 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 (payee created in Bluevine) 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 (bill created in QuickBooks Online) Yes Update bill fields Delete bill Yes Delete unpaid bills and any associated scheduled payments Delete QuickBooks Online vendor (with a QuickBooks Online bill attached) 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 (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 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 (payment created in Bluevine or QuickBooks Online) No Does not sync to QuickBooks Online Delete payment in Bluevine (Bill created in Bluevine or QuickBooks Online) No Does not sync to QuickBooks Online Payment Actions in QuickBooks QuickBooks Online Action Sync Bluevine Result Create a payment (bill created in Bluevine) Yes Bill moves from Unpaid Bills to Paid Create a payment (bill created in QuickBooks Online) Yes Bill is removed from Bluevine view Delete Payment (Bill created in QuickBooks Online) Yes Bill moves to Unpaid Bills Void Payment (Bill created in QuickBooks Online) Yes Bill moves to Unpaid Bills 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 VendorsTitleWhat information does QuickBooks and Bluevine sync?URL NameWhat-information-does-QuickBooks-and-Bluevine-syncPropertiesPublication StatusPublishedArticle Record TypeHelp Center
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