How to use QuickBooks payment categories

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Syncing Melio with QuickBooks Online saves time by eliminating dual entry. Bills and vendor information will automatically appear in your Melio account. Sign up for Melio using your QuickBooks Online credentials to get started.

There’s no subscription fees when using Melio accounts payable solution to pay your bills, and you enjoy unlimited free ACH to ACH bank transfers. You can choose from a wide range of payment and delivery methods, including fast options.  

Once you send a payment through Melio, the status will be updated in your accounting software as well for seamless reconciliation.

 

You can now use QuickBooks payment categories to keep your payments organized.

Here's a step-by-step guide on how to do it:

1. Sign in to your Melio account.

2. Click Pay in the left sidebar.

3. Click +New payment.

pay_inbox-_add_a_payment.png

 

4. Select Add a bill manually.  

add_a_bill_manually.png

 

5. In Bill details, you’ll see the QuickBooks category field.

6. Select the category from the dropdown menu.

7. Continue to schedule the bill or save it for later.

select_a_category.png

 

That’s it! Once the payment is complete, it will sync to the assigned category in QuickBooks.

 

And as always, if you have any questions, we're available via chat, or email here.

 

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