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March 12, 2024
Question

How do you connect your QuickBooks checking to Plaid?

  • March 12, 2024
  • 1 reply
  • 0 views
I've been going in circles trying to get my QuickBooks Checking to connect via Plaid. Does anyone have tips? Specifically, I'd like to be able to pay a vendor via Melio. The microdeposits option isn't working and I don't have login info for Green Dot. Thanks!

1 reply

MJoy_D
March 12, 2024

I can provide some guidance to help you connect your QuickBooks Checking account to Plaid, Dyana. 

 

To start the process, I recommend that you contact Plaid's Customer Support team to confirm whether they allow syncing with QuickBooks Checking and how to do it. 

 

Yes, Melio can be easily connected with QuickBooks Online to automatically sync all your payments, invoices, and vendor details. You can use a free ACH bank transfer or your card to make payments, while vendors can receive a paper check in the mail or instant direct deposit. Melio does not require any subscription fee and offers additional features such as paying with a credit card, combining multiple bills into a single payment, splitting a bill, and international money transfers. To learn more about paying bills via Melio, refer to this article: Check which Bill Pay you are using in QuickBooks Online

 

You can also check your QuickBooks Checking account details in QuickBooks, just follow these steps:

 

  1. Go to Banking services
  2. Choose QuickBooks Checking.
  3. Select View account.

 

You may also call the number on the back of your QuickBooks Debit Card. Our partners at Green Dot will answer all the questions that you may have about your account. 

 

For more information on managing your bills and vendors with QuickBooks, feel free to browse this article: Enter and manage bills and bill payments in QuickBooks Online.

 

Let me know if you have any other questions with connecting QuickBooks Checking or anything else. I'm always here to assist. Have a great rest of the day!