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brianvance29
Level 1

I started using the online billpay. The transaction shows up as Melio in my transaction list. I want to match the transaction to the bill payment but it doesn't find it.

 
2 Comments 2
JessT
Moderator

I started using the online billpay. The transaction shows up as Melio in my transaction list. I want to match the transaction to the bill payment but it doesn't find it.

Hi there, brianvance29.

 

I'm assuming the transaction in the Transaction list you mean is the one on your Banking page.

 

You'll want to check the status of the bill payment in your QuickBooks to see if it's in the right bank account. If it is, see if it's not marked as reconciled (with R mark), which means it's open for matching bank transactions. If it's already reconciled, just exclude your bank transaction. You also want to check if both the bill-payment and the downloaded bank transaction have the same amount.

 

You can check about matching and categorizing bank transactions for additional reference.

 

Let me know if you have questions as you check your transactions. Have a good one!

brianvance29
Level 1

I started using the online billpay. The transaction shows up as Melio in my transaction list. I want to match the transaction to the bill payment but it doesn't find it.

Thank you.  For some reason the expenses went to a different account- that hadn't happened before.  When I recategorized them to my checking account, all was well.  Much appreciated!

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