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emithecat
Level 2

Melio payments not matching

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? 

4 Comments 4
Catherine_B
QuickBooks Team

Melio payments not matching

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!

emithecat
Level 2

Melio payments not matching

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
Moderator

Melio payments not matching

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.  melio1.JPG

 

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. melio2.JPG

 

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. 

 

gothducks
Level 2

Melio payments not matching

Original poster is correct, there is no matching.  When you use bill pay within QBO, Melio marks the bill as paid.  When the amount comes through the bank feed, you have to be ready to identify it as it needs to be excluded as Melio already deducted the amount when it marked the bill paid.  I wish Intuit would work out some sort of match for this but I don't think it is on their list.  You just have to keep track of it.

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