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ThatBkkpr
Level 3

Mello Changing vendor payment details in QBO

If a vendor changes their banking information to pay the by ACH in Melio how do you change that in QBO?

9 Comments 9
SashaMC
Moderator

Mello Changing vendor payment details in QBO

Thank you for connecting with the Community, ThatBkkpr. The best approach for this situation would be to contact the Melio Support Team. It could be that their program needs to sync that information automatically to your Online Account. I have included this article below, which provides their contact information. For more info about changing a vendor payment method, you can follow these steps:

 

  1. Go to the Expense tab.
  2. Choose Vendors located at the top.
  3. Find and select the Vendor.
  4. Check the banner and click "For manual bank entry" then "Change payment method to check."
  5. Reconnect the correct bank account once completed.

 

Please know that the Community and I are happy to help whenever you need assistance. Keep me posted and enjoy the rest of your afternoon.

ThatBkkpr
Level 3

Mello Changing vendor payment details in QBO

Step four in your instruction is not available. I reached out to support awaiting a response however the tech support is graded poorly. So here's hoping since I really like this feature and it's very important to know how to accomplish this. Thanks.

mombie
Level 1

Mello Changing vendor payment details in QBO

I am adding this comment in hopes to help someone like me in the future. To change vendor information, open any bill or bill payment to any vendor. Select "Schedule online payment" for bills OR "View online payment" for bill payments. Select "Settings" at the top of the screen. Select "vendors" and then choose the vendor you need to change banking info for. Scroll down to their banking info and click the three dots beside it. From here you can change the routing and account numbers.

 

I hope this helps someone.

Kellierie
Level 1

Mello Changing vendor payment details in QBO

THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  THANK YOU!  

JDJ11
Level 1

Mello Changing vendor payment details in QBO

Bless your heart. Thank you SO much!

mmall
Level 1

Mello Changing vendor payment details in QBO

Thank You. This was so well hidden!

 

May the force be with you :)

Kwalker288
Level 1

Mello Changing vendor payment details in QBO

I recorded a Video of how to do it.

https://soapbox.wistia.com/videos/rvuEiES3iw

rleehagan
Level 1

Mello Changing vendor payment details in QBO

My vendor wants to go back to paper checks, how do I update the vendor in quickbooks online to do that?  It will not let me delete the ACH banking information so that it can defaut to a paper check. I've been on hold with Melio for 15 minutes no help yet.

 

Mich_S
QuickBooks Team

Mello Changing vendor payment details in QBO

Thanks for joining the thread, @rleehagan.

 

Allow me to give information about setting up check vendor payment in QuickBooks.

 

Did you go through the steps that my colleague @SashaMC has provided from the previous post? If so, I suggest waiting for Melio Support to completely update the payment method.

 

For more information about handling the vendor's payment method, see this: Change a vendor payment method.

 

 

Keep us updated by leaving a comment below. It's my pleasure to assist with QuickBooks or vendor concerns. Take care always!

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