Signing up for Melio

  • Updated

Melio makes it easier to run your business. Start paying your vendors and getting paid from your customers from one simple dashboard– it takes just a few minutes to sign up and it’s free.

There are 3 ways to sign up for Melio:

  1. With an email address and password.
  2. With your Google account.
  3. With your Intuit credentials.

Signing up for Melio with an email address and password OR Google account. 

1. Go to the Melio signup page.connect_with_email_or_google.png

 

2. Enter your company email or click Connect with Google.

3. Choose a password or enter your Google account email and password. 

NOTE: Creating a strong password.

Make sure your password is a minimum of 8 characters long.

 

4. Check your email for a 4-digit verification code and enter it in Melio.

NOTE: Signing up with Google. 

This step doesn't appear when you sign up with your Google account.

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5. Tell us who you are – small business or accounting firm. Click Continue

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6. Fill in your contact details. Click Continue

NOTE: Filling in your contact details. 

When signing up with Google, your first and last name will be prefilled.

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7. Enter your company name. Click Continue.

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8. Enter your company address. Click Continue

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9. Enter your company’s industry. Click Continue

NOTE: Entering your company's industry. 

When you start typing, a dropdown list will appear. You can select an industry from the list or continue typing.

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10. Enter your company’s estimated payment volume. Click Continue or Skip.

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11. Welcome to Melio! Click Pay a vendor to schedule your first bill payment, or Go to dashboard

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12. You’ll get a welcome email confirming your sign-up.

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Signing up for Melio with your Intuit credentials.

When signing up for Melio with your Intuit credentials, your new account will automatically sync with your QuickBooks Online account.

1. Go to the Melio signup page.

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2. Click Sign in with Intuit.
3. Fill in your Intuit credentials.

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4. Click Authorize to allow Melio to use your Intuit profile information.

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5. Click Connect to sync your Intuit account and Melio.

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6. Melio will pre-fill the following information: 

a. Your contact details. Click Continue.

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b. Your company name. Click Continue.

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c. Your business address. Click Continue.

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7. Enter the industry your business belongs to. Click Continue.

NOTE: Entering your company's industry.

When you start typing, a dropdown list will appear. You can select an industry from the list or continue typing.

company_industry_search.png

 

8. Enter your business's estimated payment volume. Click Continue or Skip.

company_payment_volume_monthly_.png

 

9. Welcome to Melio! Click Pay a vendor to schedule your first bill payment, or click Go to dashboard

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10. You’ll get a welcome email confirming your sign-up.

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Now that you’ve signed up, you can easily schedule your first payment or request your first payment in the left sidebar of your dashboard.

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