QuickBooks Desktop is teaming up with Melio to pay your vendors from the comfort of your QuickBooks file. Through the familiar pay bills function in your QuickBooks Desktop file, if you enable this feature, you can pay bills using a credit card, debit card, or via ACH through your QuickBooks file.
To start paying bills using QuickBooks Desktop, go to Vendors, Pay Bills, and Schedule Online Payment. You will then have to go through the set-up options to set up your bank account with QuickBooks. After setting up your banking information, return to the Pay Bills screen and Schedule Online Payment with a vendor. There will be prompts on how to pay the vendor depending on if you want to pay with credit card, debit card or ACH. Any information stored here is not stored within your QuickBooks file, but on Melio’s side.
This feature is only available on QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022, Enterprise 22 and Enterprise Accountant 22.
Small business owners can set up a workflow for bill approvals. For Enterprise 2022 users, paying bills can be streamlined by having the bookkeeper or external accountant enter bills into QuickBooks, and then they can be sent to a user to be approved. Conditions can be set based on:
To start this process, go to the company menu at the top and set up approval process. Follow the prompts based on your needs, and you’ll be all set! There are also options to send automatic reminders to the user approving the bill so no bill goes forgotten.
Get in touch today and find out how we can help you meet your objectives.