Melio Payments for Accountants

[@ratuv_YT]

Overall, this KZbin video on using Melio Payments with QBO deserves high praise. Its clarity, simplicity, and attention to detail set it apart from other tutorials in this space. Whether you're a business owner, an accountant, or anyone seeking to optimize their payment processes, I highly recommend watching this video. It will equip you with the knowledge and confidence to utilize Melio Payments seamlessly within QBO.

[@HectorGarciaCPA]

Thanks… Melio no longer integrates with QBO now unfortunately:(

[@MuhammadImran-ud1sd]

Thankyou Hector Garcia CPA for educating

[@HectorGarciaCPA]

Sure, my pleasure

[@LawrenceWard-e4z]

Thanks for this video. Hasn't Quickbooks Bill Pay made a separate Melio redundant for QBO users?

[@HectorGarciaCPA]

Yes.. but QB Bill Pay is much more expensive

[@jenissabacalla1922]

Thank you for this video tutorial. It is very helpful. Quick question, is there a way to download the vendor payments for the whole year? Thanks in advance.🙂

[@HectorGarciaCPA]

Never tried doing it

[@PeggyCarver-bt4nf]

Do you give 1 hour or even 1/2 hour lessons over Zoom/Teams to help beginners with questions?

[@HectorGarciaCPA]

My team does 954-414-1524

[@Westie5911]

We have stopped using Mello because it allows an administrator to both sign into Mello and change a vendor’s bank routing number and account number without 2-step verification. It then allows the administrator to process an immediate payment to the new bank account just entered. This means that if a hacker can find out your administrator’s email address and password that they can go in and send out an expedited ACH payment (for a fee) to an unauthorized bank account. Unfortunately, we learned this the hard way and didn’t cancel the ACH in time. Then, all Mello support was only done via email, so we were unable to discuss this with a real person. ☹️ We have since moved to a more expensive, but more secure platform for paying vendors.

[@ruvimg]

What did you move it to?

[@HectorGarciaCPA]

I let their security team know