Thanks for providing details, Upnorthdave.
Integrating QuickBooks Desktop with your Melio account helps you save time by reducing the number of manual entries you have to do when receiving payments. You'll have the option to download the Sync Manager or the QuickBooks Desktop Connector when you click the Connect button in your Melio account's settings section.
Please check your computer's download location and open the file to install it. If you're can't find the file, you can initiate the connection again.
Here's how:
- Go to the Settings section in your Melio account and choose QuickBooks Desktop Sync.
- Click the Connect to QuickBooks button.
- When prompted to confirm the connection, select the Connect button.
- Choose the Download button, then Next.
- Once the download is complete, open the file and copy the license number that appears on your Melio.
- Paste the information in the Sync Manager, then Install.
- Launch QuickBooks Desktop and ensure you're signed in to your account as admin.
- In Melio, click the I'm signed in to QuickBooks.
- Go back to the Sync Manager and select your region (US). Then, click the Link with Melio Payments button.
- Go back to QuickBooks Desktop. When prompted to grant access to Melio, select Yes, whenever this QuickBooks company file is open and click Continue.
- Follow the on-screen instruction to complete the process.
If you receive any error during the process, I recommend reaching out to Melio support. They'll be able to walk you through the whole procedure.
Leave a comment below if you have further questions or concerns. We're always here to help you.
