Melio helps pay bills online. QuickBooks Online tracks finances. Sometimes, you need to disconnect them. This guide will help you do that.
Why Disconnect Melio?
Melio and QuickBooks work together. But sometimes, you might not need them connected. Maybe your business changes. Maybe you want something new.
Before You Start
Make sure you are ready. Check your bills. Check your payments. Make sure nothing is pending.
Credit: quickbooks.intuit.com
Steps to Disconnect
Follow these steps. They are easy.
Step 1: Login
First, login to QuickBooks Online. Use your username and password. Look for the dashboard.
Step 2: Go To Apps
Find the ‘Apps’ section. It shows all connected apps. Look for Melio here.
Step 3: Choose Melio
Find Melio in the list. Click on it. You will see more options.
Step 4: Disconnect
Look for ‘Disconnect’ or ‘Remove’. Click it. Follow the prompts. QuickBooks will ask if you’re sure. Confirm the action.
Step 5: Check Connection
Make sure Melio is disconnected. Check the ‘Apps’ section again. Melio should not be there.
What Happens Next?
Melio will not send data to QuickBooks. You will manage payments separately. Plan your finances accordingly.
Common Questions
Can I Reconnect Later?
Yes, you can. Follow the connection steps. QuickBooks will guide you.
Will I Lose My Data?
No, you will not. Your data stays safe. It is stored in QuickBooks.
Benefits of Disconnecting
- More control over payments
- Choose new payment methods
- Streamline your workflow
Considerations
Think about your needs. Consider your business size. Consider your payment frequency. Sometimes disconnecting is best. Sometimes staying connected helps.
Credit: help.melio.com
Conclusion
Disconnecting Melio from QuickBooks is easy. Follow the steps. Make sure it fits your needs. Manage your business better.