How to link your payment method to your Xero account

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Every expense in Xero must be linked to a payment method. Therefore, in order to sync your payments from Melio to Xero, you should link the payment methods connected to both accounts.

Important note: Payments with a payment method not linked.

Payments made through a payment method in Melio that isn't linked to a payment method in Xero cannot be synced with Xero.

Linking your payment method is easy, just follow these steps:

1. Sign in to your Melio account.

2. Go to Settings in the left sidebar.

3. Scroll down to Payments & billing.

4. Select Payment methods.

Settings- Payments & billing- Payment methods.png

 

5. Find your payment method and click the three dots.

6. Select Edit sync details from the dropdown list.

payment method- three dots- Edit sync details.png

 

7. In Link [payment method]to Xero, click the black arrow and select from the dropdown the right payment method. Click Link [payment method] to continue. 

link to Xero.jpg

 

That’s it! Once the funding source is aligned, any payments completed with it will be properly synced.

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