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chuck27p
June 3, 2024
Question

Duplicate bank accounts affecting bill pay

  • June 3, 2024
  • 2 replies
  • 0 views

Used to use Melio until QBO kicked them out a week ago. Trying to use bill payments and I have verified 3 accounts, but in the accounts area, I see the same bank account listed twice. One is approved and one says verify. No matter what I do, I can't get rid of the duplicate accounts. I also see a TON of duplicate accounts in the account connections management screen. This is with Chase. Doesn't give me the feeling of confidence in protecting sensitive data and support was ZERO help, and I mean ZERO.

2 replies

JenoP
JenoP
June 3, 2024

I appreciate you taking the time to reach out to us with a screenshot of the duplicate bank accounts, chuck27p. I'll share details about the changes and help you resolve the issue as well.

 

As part of our efforts to provide customers with a more efficient and seamless experience when managing cash flow in QuickBooks Online, we have developed our own integrated Bill Pay solution. As a result, the Bill Pay feature powered by Melio will be discontinued.

 

During the migration process, all of your vendor information, wallet, and payment history, will be transferred into the QuickBooks platform. This ensures a smooth transition for you.

 

I'd also like to let you know that we're committed to protecting customer data. This includes using multi-factor authentication, encrypting stored data with advanced AES-256 encryption, proactively monitoring for scams and fraud, and leveraging robust fraud prevention technology.

 

You can read more details about our safety protocols and practices here: https://security.intuit.com/security-practices/.

 

The duplicate account can be caused by cache issues during the data migration process. To resolve this, please try the following steps:

 

  1. Use a private/incognito browsing session or restart your browser.
  2. Clear your browser's cache.
  3. Add Intuit as a trusted site.

 

After completing these steps, go back to the Bill Pay page and check if you can no longer see the duplicate bank accounts.

 

Let me also share these resources for more guidance and information about using the QuickBooks Bill Pay feature:

 

 

Don't hesitate to reply to me or reach out to us again if you have any other questions when paying vendors or using other functions in QuickBooks Online. We're always here to guide and support you all the way.

C
chuck27pAuthor
June 11, 2024

None of these solutions work. Phone support is no help. When I pay a bill I see 3 accounts that have been approved and ready and the same 3 accounts listed underneath that say please verify. Also, when I select an approved account, on the right side I need to associate a QBO account (for example, “checking”) with the bank account. Do I really have to do this every single time? Why doesn’t QBO store this information? It’s not going to change. Bank account 0000 is the QBO checking account, for example, that’s not going to change. 

 

This is a very clunky process and I’m about to cancel and go back to Melio, which was flawless. 

JoesemM
JoesemM
June 11, 2024

I appreciate every detail you've shared today, chuck27p. I'm here to help you with the accounts affecting your bill pay in QuickBooks.

 

Since the issue persists with the verify this account prompt message, let's enter your bank account info manually:

 

  1. Select Enter account info manually.
  2. Enter bank details and select Continue.
  3. Within 3 business days, we’ll send you 2 small deposits. The amount will show up in your usual bank transactions.
  4. Monitor your bank account for the 2 deposits from Intuit. Once the deposits appear in your bank account, go back to schedule a payment for the relevant bill.
  5. You'll see the bank name and account number. Select Verify this account.
  6. Enter the amounts of the deposits, and you're all set.

 

For more details, open this link: Learn about QuickBooks Bill Pay for QuickBooks Online.

 

When you pick an approved account, you'll also need to select the specific bank account you want to use. QuickBooks doesn't automatically save this choice. We value your suggestions for improvement. You can share them directly with our product development team using the following steps:

 

  1. Go to the Gear or Settings icon and select Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

Our Product Development team will receive your feedback directly to enhance your overall experience with the QBO. You can track all suggestions submitted through this channel: QuickBooks Online Feature Requests.

 

If you'd like to track your vendor bills and payments manually, run through the resources from these materials as your reference: 

 

 

Let me know if you have follow-up questions regarding your bills or other entries in QuickBooks. I'm just a few clicks away to help you again. Have a good one!

 

S
SIAB
June 4, 2024

@chuck27p 

You can sign up for a free Melio account to sync with QBO.

https:// affiliates.meliopayments.com/quickbooks

 

You can also get a cashback to pay the first bill.

https:// affiliates.meliopayments.com/9ld4s

 

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