Categories / Invoicing/
Accounting firm: Melio cuts A/R handling 80% (~6 h/month)
Apply client payments to the right invoices without hunting merchant fees — AccounTAXstic cut A/R handling ~80% (~6 hours/month) with Melio + QuickBooks Online.
- Task
- apply payments to invoices without reconciling mystery merchant fees
- Result
- 80% less payment-handling time (~6 h/month); ~$60/month merchant fees saved by passing fees to payers; text Melio link for deposits at networking events
- Tools
- Melio + QuickBooks Online
- Setup
- send Melio payment links (standalone or QBO)
- optionally pass merchant fees to customer
- apply payments without pulling Stripe/Square fee reports
Step-by-step setup guide
Honest note: Melio is payments automation, not an AI agent. The win is clean payment→invoice matching in QuickBooks.
Prerequisites
- QuickBooks Online.
- A Melio account connected to QBO.
- Client emails for payment requests.
- Time: ~1 hour.
Step-by-step setup
Step 1. Sign up at melio.com → connect QuickBooks Online (authorize).
Step 2. For receivables: send Melio payment requests / invoice pay links tied to open QBO invoices (or use Melio's QBO invoice sync if offered on your plan).
Step 3. When a client pays, confirm the payment applies to the correct invoice in QBO (Melio should sync; spot-check the first 10).
Step 4. Stop accepting mystery card payments that land as undescribed deposits.
Step 5. Weekly: reconcile Melio paid vs QBO open invoices.
What success looks like
Deposits stop needing detective work; A/R updates themselves; bookkeeping time drops to a short review.
Sources
Results as reported by the source; not independently verified. Community-sourced from public sites and attributed to the source platform. Original author? Ask us to correct or remove it. Read the disclaimer.