QuickBooks Desktop Bill Pay "powered by Melio"

Talk about a decision made by committee......No one should be granting admin access to a bookkeeper or staff accountant just so they can pay bills online. This feature has such potential to be great and you have seriously limited its functionality. The new version of QB already has several new great levels of bill approval process. Those should work in conjunction with this new bill pay option and give the admin and business owners plenty of assurances that proper procedures are being followed. 

I would also suggest you put together a user set up support article. There is nothing official (other than searching other user questions) about how to properly set up users for this.

Starting tomorrow, I am going to submit daily feedback on this issue. I suggest anyone that stumbles upon this support thread do the same. Quickbooks has made a ridiculous decision with this and needs to change it asap.

That is nuts. The upgrade needs to be done ASAP. 

I would love to connect with someone who would be willing to walk me through setting up Bill Pay by Melio. 

Willing to walk us through setting it up? Or posting instructions? Can't even seem to get it signed in as Admin. 

@KatieJ1234 

Are you using QB Desktop or QB Online?

Desktop. We are on QB Enterprise on a Windows server. Everything is up to date as far as we know. We can't even see the options to use Melio and do not seem to get anywhere with QB Support. 

Hi there, @KatieJ1234.
 

Don't sweat it. The instructions below will help you set up the Bill Pay service powered by Melio. This way, you can pay bills online directly from QuickBooks with just a few clicks.
 

Here's how:

1. Head to Vendors and then Vendor Center.
2. Select the vendor and then the bill you like to pay.
3. From the Enter Bills window, click Schedule Online Payment. This will connect you to the QuickBooks Bill Pay service.
   
4. Sign in as the admin and click Continue.
   
5. Enter your user ID and password, then Sign in.
6. Click Continue to set up how you want to pa.
7. Enter your payment details and Continue.
8. Enter any missing info and click Complete and save, then Done.
9. Select the matching payment account in QuickBooks to link with your payment method, then Link my debit card.
10. Choose how your vendors will receive your payments. Then, follow the on-screen instructions.
     

Your vendor will get an email when you schedule a payment. Then, you'll get an email when it's paid. The following articles provide more info about this feature and include detailed steps to pay your vendors using the Pay Bills and Write Checks window:

• Pay bills online from QuickBooks Desktop
• Use Online Bill Pay

Keep me posted on how these steps help you out.  I'm always here to help if you have other concerns regarding the Online Bill Pay service. 

The "Schedule Online Payment" function does not show up. This is where we keep getting stuck. 

Which QB Desktop Enterprise year version do you run? Open your company file and hit CTRL 1 keys to make sure.

Thank you for coming back to the Community, KatieJ1234.

I appreciate you following my peer's solution and sharing the outcome. This information provides an overview of why the Schedule Online Payment function is not showing on your end.

When you log in to QuickBooks Desktop (QBDT), make sure to sign in as the administrator. This is to ensure that you have complete access to all aspects of the desktop program, particularly when performing accounting tasks and configuring the Online Bill Pay feature.

However, if you have the correct user type and permissions, I recommend contacting our Technical Support once more for assistance. They can use screen-sharing to pinpoint the source of the issue. Once the permanent solution is available, our specialists will walk you through the process of implementing it.

You should be able to handle your vendors' bills and their payments smoothly, KatieJ1234. Let me share this resource that covers all the details on how to track the money you owe to your vendors and other supplier-related activities: Accounts Payable workflows in QuickBooks Desktop. 

For future reference, you can browse our online resources to help you accomplish any accounting tasks efficiently: QBDT guide. The topics include taxes, payroll, inventory, managing your vendor or customer's transactions, and so on. 

I'm all ears if you have other concerns about the system's features and managing business expenses in QBDT. Wishing your business continued success. 

What Quickbooks Enterprise desktop version works with melio? 

Which version of QB Enterprise Desktop will Bill Pay powered by Melio work with? I am using QB Enterprise: Contractor 21.0 and I am unable to link QB to Melio.

Thanks for your interest with the apps to sync in QuickBooks Desktop, @CMK-BEG.

Melio supports all versions of QuickBooks. You can see more information here: What versions of QuickBooks does Melio support?

If you have questins with app integrations, I recommend getting in touch with their support provider for help. This forum only supports general questions about QuickBooks.

You can also read some of our articles about the Bill Pay feature supported Melio, and how it works with QuickBooks:

• QuickBooks Bill Pay powered by Melio: Pay your business bills anytime, anywhere
• Bill pay explained: How it works, benefits, and setup
   

Please reach out to us again if you have more questions about data entry and import in QuickBooks Desktop. I'm more than happy to help you anytime.

@CMK-BEG 

You can only able to utilize the bill payment feature powered by Melio on QBD 2022. But I would not recommend upgrading your QBD Enterprise 2021 to 2022 for now. I would recommend opening a separate Melio account for free to pay your bills even if it doesn't sync automatically. You'll have to wait until the release of QBD 2023 in October to weigh your options.

https://melio.grsm.io/quickbooks

Bill Pay does not allow you to take vendor prompt pay discounts or apply credits to open invoices, correct?  So is there a workaround to be able to use Bill Pay and still get discounts and use credits?  

Thanks for jumping in the thread, @matese4. I understand that this feature is crucial for your business. I'll provide some details about your concern.

Yes, you're right that Bill Pay doesn't allow to take vendor prompt pay discounts or apply credits to open invoices is currently unavailable. For now, as your workaround, you'll need to add discounts and credits to the bill and record the payment manually.

For further details about QuickBooks Bill Pay, you can refer to the following articles: Bill pay explained: How it works, benefits, and setup.

You may refer to the following articles in case you'll want to learn more about managing bills, credit memos or vendor refunds in QuickBooks Desktop:

• Give your customer credit or refund in QuickBooks Desktop for Windows
• Enter bills in QuickBooks Desktop
• Record a vendor refund in QuickBooks Desktop

Please tap the Reply button for further assistance. I'll be around. Stay safe!

@matese4 

Your best option is to signup for a separate Melio account for free to pay your bills and register the transactions manually in your QuickBooks.

https://affiliates.meliopayments.com/quickbooks

@LieraMarie_A  Is there a webinar on Bill Pay "powered by Melio" or can I set up a zoom call for QuickBooks specialist to walk me through features and functionality?  We are looking at implementing for many different accounts.  Thank you

Welcome back to the Community, Tampacpa6476.
 

I've reviewed our list of upcoming webinars and can confirm there's currently none about Bill Pay by Melio. I'd be more than happy to share some details about how the feature works.
 

Bill Pay, powered by Melio, is currently available for all 2022 versions of Pro Plus, Premier Plus, Premier Accountant, Enterprise, and Enterprise Accountant. It can also be used in the Mac Plus version of 2023. This feature enables you to manage your cash flow by providing more flexibility. You'll be able to pay bills directly from QuickBooks with a bank account, debit, or credit card. You can also choose how your vendors receive their payments, either by ACH or check.

The feature will keep you updated about your payment status. You'll receive notification emails when payments are scheduled and when they begin to process. Vendors also receive notifications when a payment is sent. Emails will be sent to the address that was used to create your Intuit account.
 

Here's an official Intuit video guide on how to pay bills online with Bill Pay: https://www.youtube.com/watch?v=6Gq_KcbCQEY
 

If you need further assistance with Bill Pay, you can reach out to Intuit Bill Pay support with their email address. You can also get in touch with our Customer Care team for help.
 

I've also included a detailed resource about using Bill Pay and frequently asked questions relating to it which may come in handy moving forward: Pay bills online
 

Please don't hesitate to send a reply if there's any additional questions. Have an awesome day!

When can we expect this feature to be incorporated into Quickbooks Bill Pay? 90% of the bills that we pay are using a prompt pay discount, and it is burdensome to go through the bank's bill pay process to execute this for these invoices. If you have suggestions for work-arounds (e.g., manual adjustments to bills, journal entries), that would be helpful.

Hi there, alungo.

For now, there's no option to apply discounts when paying bills using the QuickBooks Bill Pay Service. 

As work around, you can edit the bill add a second line to add the early payment discount. Here' show: 

1. Open the bill that you're trying to pay.
2. Go to the second or last line and proceed to the Account column.
3. Click the drop-down list and select Add new.
4. Select Income or the type of account that you want, then click Continue.
5. Enter the name of the account and select Save and close.
6. Proceed to the Amount column and enter the discount in a negative number.
7. Click Recalculate.

This will lower down the amount of the bill that you will be paying using QuickBooks Bill Pay. 

For now, there's no turn around time when this feature will be available when paying bills online. Please know that customer suggestions are always welcome and evaluated when new updates are designed.

I would recommend sending a feature request about this to our product engineers. Here's how: 

1. Go to the Help menu.
2. Select Send Feedback Online, then click Product Suggestion.

 Allow me to give you a couple more articles in case you need more guidance when managing bills in QuickBooks:

• Remove or Unapply a Credit from an Invoice or Bill
• Use the Bill Tracker to See your Upcoming Bills

The Community is always here if you need anything else.