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G
Gryffin
March 10, 2023
Question

Automation of multiple daily payables transactions on QuickBooks Online

  • March 10, 2023
  • 2 replies
  • 0 views

Each day we have dozens of daily transactions where advance payments by credit card to our supplier to ship an order within 2-3 days to our customer.  We are looking for a way to automate this process (currently manual).  We are open to other methods to pay our suppliers to automate the process.  Use of a credit card is not a must.

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
March 10, 2023

You can signup for a separate Melio account for free to integrate with QBO. You can get invoices sent directly to your Pay inbox. Melio will scan and automatically add your bill for you to review and pay.

https://affiliates.meliopayments.com/pricing

 

Important invoice requirements:
1. One invoice per file.

2. Invoice must be attached as JPEG/PNG/GIF/PDF to the email.

3. Maximum file size is 10MB.

 

Your Pay inbox email looks like this: [business name _4 random numbers]@invoicesmelio.com. 

You can ask your vendor to send all invoices with the above requirements to that email address later. You can also ask vendor to cc each invoice to your own email domain for cross-checking if needed.

Candice C
Candice C
March 10, 2023

Good morning, @Gryffin. 

 

It's great to see you back in the Community. 

 

The best way to automate this process would be to use our recurring transaction feature. You perform this action with any transaction except bill payments, customer payments, and time entries. Review the guide below for more detail to ensure this feature is right for you: 

 

Create recurring transactions in QBO 

 

I hope this helps. Feel free to come back if you have any more questions. I'm only a post away. Have a great day! 

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