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E
emithecat
December 4, 2020
Question

Melio payments not matching

  • December 4, 2020
  • 1 reply
  • 0 views

Hello, I started using Melio payments and have done 4 so far, using ACH. When they come through on my bank feed, none find the matching payments. When I try to use "match" the bills don't come up, since they've been paid. When I try to clear the payment, void it or make it a zero amount so I can try to force the Melio payment to find it, that doesn't work either. Can someone suggest what I might be doing wrong? 

    1 reply

    C
    Catherine_B
    Level 9
    December 4, 2020

    Hello there, emithecat.

     

    I can help you match your paid bills to your bank downloaded transactions. First, let's ensure that the bank you used to pay the bill is the same where your bank downloaded transactions are posted. Also, when you click the find match option, make sure that the date range is within the date you paid the bill. 

     

    For more details on how to manage bank transactions, you can read the Categorize and match online bank transactions in QuickBooks Online link. 

     

    Let me know if you have other questions. Take care!

    E
    emithecatAuthor
    December 4, 2020

    Hi Catherine_B, 

     

    Thanks for your reply. I am positive the bank and account I used to pay the bill is the same where the bank transactions are posted. I am also positive that the date range is correct. I did check these things before I posted the question. Do you have other suggestions? 

    DivinaMercy_N
    DivinaMercy_NModerator
    Moderator
    December 4, 2020

    Thanks for getting back here, @emithecat.


    To further check the root cause of why Melio payments don't match in QuickBooks, I highly recommend contacting their customer support team. They’ll be able to investigate the status of the payments and share steps to resolve the issue. Here's how:

     

    1. Head to the Melio support at this link. 
    2. You'll see the contact details of the app under the App information section.  

     

    You can also connect with them using the Help button on the bill payment screen:

     

    1. From the bill payment screen, click the Help option to display the Frequently asked questions window.
    2. Select the green bubble icon Start a chat. 

     

    I've also added this article in case you'll want to manually add your transactions in QBO: Manually upload transactions into QuickBooks Online.

     

    Don’t hesitate to post a comment if you have additional questions or concerns in matching payments in QBO. I’ll be right here to answer them for you. Have a good one. 

     

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