Melio entries in my QBO account.

Hello, JenniferCTP.

I know how it feels when there are unexplained transactions that you don't recognize. Let's work together to sort this out.

Did you remember making any changes to the invoice that was already paid? Adjustments may have been made that's why you're seeing these transactions.

Let's check the Audit Log report since this helps you track transactions that have been added, deleted, or modified. I'll show you how.

1. Go to the Gear icon.
2. Select Audit Log.
3. Click the Filter drop-down menu.
4. Set the date range, then hit Apply.

If you're unable to find any changes, I recommend reaching out to Melio support. They'll be able to further help you figure out what's causing those transactions. Also, QuickBooks is for recording purposes only. You'll have to coordinate with your bank if the check payment wasn't cashed/deposited.

In addition, I've included this article so you'll learn how to remove or void a check that was already recorded in QuickBooks Online: How to void or delete a check in QuickBooks Online.

Don't hesitate to reply to this post if you have further questions about the Melio entries. I'm up and ready to help you out again.

mymilestonecard.com  wrote:

This has happened a half-dozen or so times to various vendors in my QBO account.  When I am viewing my vendors, sometimes there is a large balance owing, that I know is not owed to them.  When I open the invoice, there is an addition on the invoice that says Melio amount change and then some random dollar amount.  This is happening with vendors that I have NEVER paid with Melio. Melio denies having the ability to generate transactions, but I finally copied one before I deleted it.  Attached is one such case.  Anyone else finding random transactions created by Melio?  This is kind of terrifying if they have access to my account to make changes to it.

 

One caveat to all who are using Melio.  While I love not having to enter bills twice, one in QBO and another in my bank's bill pay system, if a check sent by Melio to a vendor is not cashed, it does NOT get redeposited into your bank account after 90 days unless you contact Melio and ask them to void it and deposit the funds, or resend it to the vendor.  These are hard to find because they appear as cleared transactions on the bank's statement.  The only way to find them is if the vendor complains that they never received payment or to keep a careful watch over the payments while in the Melio app.  The Melio app does tell you if checks have only been sent but not deposited if you know where to look. Does Intuit guarantee return of payments that have not been cashed/deposited if Melio goes under? Seems like Melio is struggling to keep up with demand as they are suffering from the same work shortages as everyone else and are quite slow to repond to inquiries.

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See in a glance which of your clients are connected to QuickBooks - right in your Melio dashboard! (they're the ones with the little QB icon next to the company name)

The same thing happens to me on invoices. Random vendors and random amounts. I am definitely NOT adding these manually, as the moderator suggested. I've checked the audit log as well and it shows where I delete the Melio entry on the invoice, but does not show how it appeared to begin with. This is extremely frustrating. I even stopped using Melio to pay bills and deleted them from my vendors list, yet it still appears. I'd love to know how you remedy this situation.  

This happened on my account and I have never knowingly connected Melio to my account. How do I disconnect it?

In my case Melio added a negative amount to an invoice and I underpaid my supplier (I didn't notice the addition until my supplier queried our payment). The negative amount was the difference between what was on our PO and the linked but updated bill which showed an increased number of units to which we had agreed.

How do I stop this from happening? It is disconcerting to find unknown and unauthorized changes to our accounting records.

I had the same issue today.  There were at least 45 bills effected by melio.  They had entries adding and subtracting from the bills?

This happens to me quite frequently.  At least it did when I signed up and implemented the Melio billy pay system to my clients QBO.  If I wasn't constantly reviewing the Balance sheet then I wouldn't catch the constant changes that Melio makes to my books.

First I asked if they would map their charges to a bank service charge.  They said that was impossible and then they randomly created an expense that had nothing to do with service charges and place it on the Chart of Accounts each time a transaction was processed.  I had to screenshot and copy and paste because their customer service didn't believe me.

Then when I review the bills that I've paid I'll see that the balance is different than what I created.  When I review the bill there is a charge or credit by Melio saying that it's to balance something in the system.  That is scary.  If I tried to explain that to a client they wouldn't know what I was talking about or think I was being honest.  They would probably think I'm making excuses about why the balance is off.

Last, when I first signed up the customer service rep that was assigned to me was extremely cocky.  I called him out on it and he passed me over to someone else.  Whenever there was an issue with implementation he would tell me not to worry about it or wanted me to tell my clients the same - not to worry about it.  That I'm taking it too seriously.  Then he tried to get me to be apart of a program where I'm basically giving them constant feedback about their product.  So I would be a test client and they wanted all of the information for my existing clients. 

If it wasn't integrated into QBO I wouldn't have tried to make it work so much.  I'm not getting as much issues as I did last year.  But their fees are very high and I usually have to bypass their system and pay directly with the vendors.  Even though it's a "free" system the fees to send out checks is $1.50 per check and the credit card fee is high so my clients are not happy with that.