How to link your payment method to your QuickBooks account

  • Updated

If you linked a payment method before syncing QuickBooks


If you've connected your payment method before syncing your QuickBooks Online account your payment method will not be linked to its correlated funding source in your QuickBooks. 

As a result, payments made through Melio will show up in your QuickBooks with the  funding source listed as “MelioChecks” and when you upload bank statements it will create duplicate payment entries. However, you can easily rectify this by following the following steps: 

  1. Go to Settings in your Melio account, and select Payment Methods


2. Go through each of the different payment methods connected to your Melio account and click on the three grey dots found on the right-hand side of the payment method and click edit.


3. The first option you will have is Quickbooks Bank / Credit Account which has a dropdown, these will correlate with the options you have available in your QuickBooks account.  Select the corresponding funding method and click update

Once a funding source is aligned, any payments completed with it will be properly synced.

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


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