If you connected your payment method in Melio before syncing to QuickBooks Online (QBO), your payment method will not be linked to its correlated funding source in QuickBooks Online.
What does this mean?
This means that any payments you made through Melio will show up in your QuickBooks account with the funding source listed as “MelioChecks” - resulting in duplicate payment entries on your bank statements.
Here’s how to link your Melio payment method to QuickBooks to avoid duplicate entries:
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.
5. Find your payment method and click the three dots.
6. Select Edit sync details from the dropdown list.
7. In Link bank account to QuickBooks Online, select the matching payment account in Quickbooks. Click Link accounts.
That’s it! Now your payment method is linked to its correlated funding source in QuickBooks Online.
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