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.

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: Passwords must be at least 8 characters long.

To make sure your password is strong enough, create it with at least 8 characters.

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

Tell us who you are - small business or accounting firm.png

 

6. Fill in your contact details. Click Continue

Note: Signing up with Google?

Your first and last name will be prefilled.

Note: Instructions to entering your date of birth

  • Format: YYYY-MM-DD
  • Age range between 18 years and 120 years old

enter your details.png

 

7. Enter your company name (at least 3 characters long). Click Continue.

company_name.png

 

8. Enter your company address. Click Continue

Note: PO Box

PO Box details are not valid. 

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9. Enter the industry your business operates in. A dropdown list will open, either select one or continue typing. Click Continue.

The industry your business operates in.png

 

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

monthly_payment_volume.png

 

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. Click Get started to get into your account.

welcome to Melio email.png

 

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.

Note: Signing in with Intuit?

Every time you sign in to Melio in the future, you’ll need to sign in with your Intuit credentials.

 

1. Go to the Melio signup page.

2. Click Sign in with Intuit.

Sign up page- intuit.png


3. Fill in your Intuit credentials.

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

authorize_intuit.png

 

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

connect_intuit.png

 

6. Fill in your details. Some of them will be prefilled. Click Continue.

Note: Instructions to entering your date of birth

  • Format: YYYY-MM-DD
  • Age range between 18 years and 120 years old

enter your details.png

 

7. Your company name. Click Continue

company_name_prefilled.png

 

8. Your business address. Click Continue

company_address_prefilled.png

 

9. Enter the industry your business operates in. A dropdown list will open, either select one or continue typing. Click Continue

company_industry_search.png

 

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

company_payment_volume_monthly_.png

 

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

welcome to Melio.png

 

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

welcome to Melio email.png

 

 

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