Hi there, TAMMY9524.
When running the Bills and Applied Payments report, it will show all the payments you've made and the bills that go with them. To appear the transactions that were coming from Melio, you may want to put a note on the Bill as an indication. Then, you can export the report to an excel file. From there, filter it to show only the Melio data.
To export the report, here's what you'll need to do:
- At the top of the Bills and Applied Payments report, tap the Export icon.
- Choose Export to Excel.
- Save the file somewhere you can easily find, like your Downloads folder or your desktop.
For more information about this process, take a look at this article: Export your reports to Excel from QuickBooks Online.
For additional reference, you can check this article on how you can customize report in QuickBooks Online (QBO).
If you have other questions, let me know by commenting below. I'll be around to help. Take care.
