Switch from Bill Pay powered by Melio to QuickBooks Bill Pay

You can continue to use Bill Pay powered by Melio to schedule payments until May 20, 2024. 

On May 21, 2024, the Schedule payment option in QuickBooks Online and QuickBooks Online Accountant, won’t open Bill Pay powered by Melio. Instead, you’ll be asked to apply for QuickBooks Bill Pay.

Any bill payments scheduled to go out between May 21, 2024 and June 18, 2024 will still be paid on time. Any payments scheduled to go out after June 18, 2024, including recurring payments, will be canceled by Melio. 

Here’s how you can view or cancel future or recurring payments.

To view scheduled and recurring payments:

1. Go to Expenses and select Bills. 
2. Go to Paid and select a bill that was paid.
3. Select Show Payments and you’ll  see the Paid by Melio note on it.
4. Select View Details and then  View Online Payment. This opens up a page that will show you all your payments made through Melio.
5. Go to Scheduled to  see all your previously scheduled or recurring payments that you should cancel. This tab will be empty if you have no open scheduled or recurring payments.
6. You can see the STATUS to identify SCHEDULED or RECURRING payments

To cancel scheduled payments

1. Select the scheduled payment you want to cancel. Select View payment and then Cancel payment 
2. Select Yes to confirm.
3. That's it. You’ll get an email confirming the payment has been canceled.

To cancel recurring payments

1. Select the recurring payment you want to cancel.Select View payment and then  Cancel payment 
2. Select Cancel all payments. Make sure that you’re canceling all remaining payments and not just one instance. 
3. Select Cancel recurring payments.
4. You’ll get an email confirming the recurring payment has been canceled.

Your vendor info in Bill Pay powered by Melio (such as their business name, address, and payment info), will automatically move to QuickBooks for you. You don’t need to enter this info again. 

View and edit Vendor Details:

1. Select Vendors, and then a vendor.
2. Select Vendor Details to see all contact info like email, phone number, and address. 
3. Select Edit to see vendor info and ACH payment details (such as, the last 4 digits of the account number and routing number) and to edit Vendor Details.

Note: Any existing vendor details in QuickBooks Online won't be changed or modified during this transition.

Your vendor’s wallet information has been added to the vendor card along with your other vendor information.

Information about past bills you’ve paid with Melio are synced and available in QuickBooks and QuickBooks Online Accountants. You can view past payment info for a bill paid via Melio by going to the Bills page select Paid Bills and then select the bill you want to view. When you click on view more details you can view the details, if you have additional questions you can reach Melio at ​​paymenthistory@qbousers.meliopayments.com, please provide Melio support with the same email address you use for your Quickbooks Online account.

Beginning on May 21st, you can sign up for Bill Pay with this link or with these steps: 

Note: You’ll need to sign in to your QuickBooks Online account to view the page. 

1. Create a new bill or select an existing unpaid bill.
2. Select Schedule Payment or Save and Schedule Payment depending on what type of bill you’re reviewing:
   1. If you create a new bill, select Save and Schedule Payment.
   2. For an unpaid bill, schedule directly from Expenses (Take me there), Vendors (Take me there), or Bills (Take me there).
3. This will take you to the detailed pricing page with the 3 Bill Pay Plans. Click on choose a plan to begin the application process.

Alternatively you can click on this link and sign into your QuickBooks Online subscription to link directly to the pricing page and start the application process.

You can ask your accountant to help sign your company up for QuickBooks Bill Pay within QuickBooks Online Accountant.

You’ll receive an email with the subject: Help your accountant set up QuickBooks Bill Pay, with steps to complete a short application process. You may be asked for info such as: business name, business email, bank account information, SSN or EIN, and you may have to connect your bank account.

1. Create a new bill or select an existing unpaid bill.
2. Select Schedule Payment or Save and Schedule Payment depending on what type of bill you’re reviewing:
   1. If you create a new bill, select Save and Schedule Payment.
   2. For an unpaid bill, schedule directly from Expenses (Take me there), Vendors (Take me there), or Bills (Take me there).
3. This will take you to an informational page where you can send an email to your accountants and start the application process.

Alternatively you can click on this link and sign into your QuickBooks Online subscription to view next steps and send your accountant an email.

Accountants can add QuickBooks Bill Pay to an existing QuickBooks Online Accountant subscription from the Subscriptions and Billing page from May 21, 2024.

1. Go to settings .
2. Select Subscriptions and Billing and then Accountant-Billed Subscriptions.
3. For your client, select Client Actions then Add Bill Pay.
   
4. Select Send an email to send your client a short onboarding form to fill out with their business info in their QuickBooks Online account. 

5. Your clients will receive an email with the subject: Help your accountant set up QuickBooks Bill Pay asking them to Add Info
   1. They’ll sign in to their QuickBooks Online account and begin the QuickBooks Bill Pay application by adding business info such as business name, business type, EIN, owner's personal info, and a bank account (where to pull funds from to pay bills).
   2. Once the application is approved, you will automatically receive an email and can complete your client’s subscription in QuickBooks Online Accountant by selecting a plan, confirming it, and reviewing the billing info. Then selecting subscribe.

To view the full step to step process – review this help article.

You can sign up for QuickBooks Bill Pay in QuickBooks Online Accountants starting May 21, 2024.

Accountants who have an active QuickBooks Online Accountant subscription and at least one QuickBooks Online customer attached may qualify for a QuickBooks Bill Pay Elite subSG DF1X`ZΩscription to use to manage your own firm’s Account Payable.  For more information click here.

1. Create a new bill or select an existing unpaid bill.
2. Select Schedule Payment or Save and Schedule Payment depending on what type of bill you’re reviewing:
   1. If you create a new bill, select Save and Schedule Payment.
   2. For an unpaid bill, schedule directly from Expenses (Take me there), Vendors (Take me there), or Bills (Take me there).
3. This will open up an informational page with Bill Pay Elite for Firm members. From there scroll down to the pricing chart and click on Add Bill Pay to begin the application process.