Syncing Melio with QuickBooks Online saves time by eliminating dual entry. Bills, invoices, and vendor information will automatically appear in your Melio account.
Once you send a payment through Melio, the status will be updated in your accounting software as well for seamless reconciliation.
Note: Go subscribers have limited sync with QuickBooks Online, which may impact the ability to find missing bill payments.
Go subscribers can sync only the first 10 payments between their Melio and QuickBooks Online accounts. Whether these payments are synced from QuickBooks Online to Melio or vice versa, and whether they are payables or receivables, only 10 payments will be balanced between both accounts.
After this limit is reached, payments made in Melio will not sync to QuickBooks Online, and pending payment bills from QuickBooks Online will not sync to Melio.
Need all your payments synced between QuickBooks Online and Melio? Upgrade to the Core or Boost plans.
Here’s how to resolve missing bill payments in QuickBooks Online:
- Go to Quickbooks Online and find the missing bill payments.
- Go to Melio to make sure your accounts are properly linked.
- Go back to Quickbooks Online to merge your accounts.
Step 1: In QuickBooks Online
Verify that the bill payments are missing. Here’s how:
1. Sign in to QuickBooks Online.
2. In the left sidebar, click Transactions.
3. Select Chart of accounts from the dropdown list.
4. Locate your desired checking or credit card account.
5. Double-click it.
6. Verify that the bill payments are missing.
Step 2: In Melio
Verify that your payment account is properly linked to your desired bank or credit card account.
1. Sign in to your Melio account.
2. Go to Settings.
3. Click Payment methods.
4. On your payment account, click the three dots on the right.
5. Click Edit sync details.
6. In Link bank account to QuickBooks, make sure that the payment method is linked to your correct corresponding account in QuickBooks Online.
- Edit, if needed.
- Once done, click Link accounts.
Step 3: In QuickBooks Online
Move the transactions into the correct bank account by merging accounts.
1. Sign in to QuickBooks Online.
2. In the left sidebar, click Transactions, then Chart of accounts.
3. Scan your Chart of accounts for a bank or credit card account that you didn't create.
Tip: What should I look for? It will likely show a negative account balance because it contains your "missing" bill payments and a blank spot under the bank balance.
4. Once you locate the relevant account, double-click it.
5. Important- Do not skip this step! Before continuing to Step 6, verify that the bill payments appearing in the register are all the missing ones that need to be moved to the correct checking or credit card account.
IMPORTANT: If the bill payments listed here need to be moved to more than one checking or credit card account, you will need to edit and correct each bill payment one transaction at a time.
6. Return to Chart of accounts.
7. Locate the checking or credit card account where you are expecting your bill payments to appear, and note the exact spelling including capitalization.
Tip: You can highlight the name in QuickBooks and copy it to your clipboard.
8. On the relevant account, click the down arrow and choose Edit.
9. On the Account screen, change the Name to the exact name of your desired account, then click Save and Close.
Tip: Paste the name from your clipboard that you saved in the previous step.
IMPORTANT: This can’t be undone, so make sure you did not skip Step 5.
10. On the Please Confirm pop-up, click Yes to merge your accounts.
11. Locate and double-click on the checking or credit card account that you are expecting your bill payments to appear in.
That’s it! All your missing bill payments should now appear in the correct account.