Melio vs. QuickBooks Desktop for Mac

Melio is particularly well suited for small businesses above $100K in revenue whose owners want to save time and simplify bill payments. It is helpful to bookkeepers so that they don't have to ask the owners, over and over again, "what was that check for?" and "can you send me the bill?"

Incentivized

It is extremely well suited for smaller companies who are trying to manage things on their own without outsourcing too much. The program is easy to learn and doesn't require too much training time before it can be implemented. The online/cloud feature makes it even more accessible to our employees, so it's great. It would be hard for a large company to use it since it is geared towards smaller companies and the interface may become overwhelming with too many inputs/bills to manage.

Incentivized

• The simplicity it adds to business payments is a great deal. One feature we really value it the ability to pay vendors by check. Melio prints and mails checks for us which saves time and hassle.
• Payment scheduling tool is another thing we enjoy. This tool lets us plan ahead and manage cash flow more effectively by setting payment dates in advance.
• Another thing Melio does well is the tracking of payment.
• There was a time a vendor claimed that they hadn't been paid, but with just a few clicks we could see the check has already been delivered.
• This kind of transparency gives us confident and keep things professional.
• The integration with other platform or accounts like QuickBooks is an experience I did love to keep.

Incentivized

• Reconciling my bank accounts is made easy by automated bank connections and rules for re-occurring transactions. I can also transfer between connected bank accounts making sure to not double up on transfers or payments.
• I love that I can access Quickbooks Desktop via a web browser, iOS, and the desktop app. I live in a mobile world so having the ability to crossover is vital.
• Payroll. One simple feature that allows me to track employee and employer taxes, make payments, and automate the entire process. All I have to do is hit approved and the rest is done for me. I love it!

Incentivized

• There should be an automatic link between vendors added with their Melio link and the same vendors that already exist in QuickBooks. As it is now, a new vendor is created when you do that and is not linked with the one that already is in QuickBooks.

Incentivized

• QB for Mac is not nearly as feature rich as the Windows Version
• QB for Mac has recently FORCED users to password protect all databases. They SHOULD allow a preference to disable rather than imposing their workflow on the end user. The PW is in my environment [and this step is] unnecessary and a cumbersome waste of time.
• Mac version can occasionally be a bit buggy

Incentivized

It has solved almost all the business needs I have and has contributed greatly to my business growth.

Incentivized

I haven't spent that much time with the newer versions of QuickBooks for Mac, but I think I'm seeing it make the much-needed improvements. For example, something as simple as undoing the previous reconciliation was a terrible chore, and I'm glad that feature has been included in the newer versions of QuickBooks for Mac

Incentivized

Melio has been a very important tool in the advancement of our business. With great features, it has made payments to vendors seamless and hassle free. In terms of vendor management, account/data tracking, and scheduling of payments in advance. This has formed the base that we are still with Melio till today.

Incentivized

The Mac version is OK overall. I find the Windows versions to be much more robust but Mac is quite good for Mac users. Though I think die hard Mac users should consider QuickBooks Online instead as there is a new QB for Mac app that makes using QBO much better!

Incentivized

I've been using the QuickBooks online version for a little over 6 months now (upgraded from Mac desktop) and I haven't had any access issues. There have been times when it was down for service/upgrade however there is always plenty of notification time given by the Quick Books Online Support team. These upgrade maintenance time frames are always over night hours and on the weekends so everything can be worked around very easily.

They have great customer support system

Incentivized

Fortunately, I haven't had to reach out much for support.

Incentivized

Very educative. It was well detailed, organized and knowledgeable.

Incentivized

Very helpful and we learnt a handful

Incentivized

Melio is 100% free if you just use ACH, and that by itself would be reason enough for me to stick with the platform, it boats a ton of other useful features that add to the experience.

I tried switching to QBO (QuickBooks Online) a couple of times. And in both cases it was disastrous. The software is buggy and the workflow is not at all like what I was used to in Desktop and so I felt like there was a brand new learning curve. You would think that they would make their online option as close to their Desktop option so that migrating customers would have an easy time. The worst part is that if you have inventory that you need to track, when you migrate from Desktop for Mac, it does NOT bring in your inventory accurately in any way. This was a dealbreaker for me. Be very careful about migrating if you track inventory. So for all the shortcomings of Desktop, I still prefer it over QBO.

Incentivized

• I have been able to save hours every week now that I am only using Melio as my payment processor
• I can easily add invoice details which I use to create in another platform and upload to Melio, this saves me time with projects I want to be quicker with
• The ease of use for my clients is fantastic, and makes for a seamless workflow

Incentivized

• My private consulting practice slowed down when I chose to only support QuickBooks for Mac clients because there are far fewer QuickBooks for Mac clients than their are clients using other QuickBooks. I chose instead to focus on online accounting options, apps that integrate with online accounting options, and sustainability accounting as a tool for business success.

Incentivized