This article is for accountants who wish to add their clients' businesses to Melio.
There are 3 ways to do so:
1. Add a client without a Melio account.
2. Add a client with a Melio account.
3. Add a client with their QuickBooks credentials.
Add a client without a Melio account
When adding a new client that doesn’t have a Melio account, you need to decide how involved they will be when managing their AP/ARs.
Every client is unique and Melio allows you to digitally manage their accounts in a way that reflects your individual relationship with them.
For example, some clients prefer:
- To have more control and sign off on payments.
- Others prefer you to handle all their payments.
For hands-on clients:
- Invite the business owner to the account when asked.
- This will automatically make them the owner of the Melio account and grant them permission to all capabilities.
- You’ll get the accountant role and have limited permissions. For example, you can’t approve payments. See here the roles & permissions available on Melio.
- As an accountant, you can’t reassign the owner role, if you change your mind. You can ask your client to make you an admin, if there are more permissions needed for you. This article will guide your client how to manage their team.
For hands-off clients:
- Don't invite them to the account when asked.
- You can always invite them later and reassign the owner or admin roles to them.
Here’s how to add clients without a Melio account to your firm’s account:
1. Sign in to your Melio account.
2. Click Clients in the left sidebar.
3. Click + Add client.
4. In Add client, select Create new client account.
5. Under Business name, in Business legal name, enter your client’s legal business.
6. Under Business name, in Business DBA, enter your client’s company name, it doesn’t have to match the legal name.
7. Decide if to invite the business owner to the account or manage it yourself. To invite them, check the box and add their email address, and full name.
8. Click Continue.
9. In Billing details, decide who is covering the subscription fees:
- Select Client pays directly for us to charge your client. During activation, you or your client will need to add a payment method.
- Select Firm pays for client, to add the client’s plan to the firm’s monthly invoice. If this is the first client you’re adding, you’ll need to select the firm’s payment method.
10. Click Continue.
11. In Plan selection, choose the plan that is right for your client’s needs. Click Confirm and add client.
Important notes:
- When you subscribe a client to Melio before the end of 2024, they get a 40% discount on the full subscription fees.
- Your client also gets 3 users included in the account. This means that 3 client’s team members can get access to the account. Additionally you can assign an unlimited number of accountants from your firm to the client's account.
- The Core or Boost plans are available to clients (not the Go plan).
That’s it! The client's account will appear in your firm's account.
Add a client with a Melio account
It's easy to add a client who already has a Melio account.
When you request to add them, they will receive an email requesting permission to add you to their Melio account.
Once they accept, their account will appear in your firm's Clients section and you will be given the accountant role in their account. Learn more about the roles and permissions available in Melio.
Here’s how to add such a client:
1. Sign in to your Melio account.
2. Click Clients in the left sidebar.
3. Click + Add client.
4. In Add client, select Connect with a client already on Melio.
5. In Invite a client, enter the client’s email address. We’ll send them an invite to join your Firm’s Melio account.
6. Check the box if you want us to cc you on the invitation email.
7. Click Send invite.
8. The invite was sent to your client. Click Done to finish.
Here’s how to add clients with their QuickBooks Online credentials
1. Sign in to your Melio account.
2. Click Clients in the left sidebar.
3. Click + Add client.
4. In Add client, select Import client details from QuickBooks.
5. Fill in your Intuit credentials.
6. Select your firm’s account. Click Next.
7. Select from the dropdown list the client you want to add to your Melio account. Click Next.
8. Click Accept to connect Melio to your client's QuickBooks Online account.
9. Your client was added. The client's account will appear in your firm's account. Click Setup client account.
10. In Billing details, decide who is covering the subscription fees:
- Select Client pays directly for us to charge your client. During activation, you or your client will need to add a payment method.
- Select Firm pays for client, to add the client’s plan to the firm’s monthly invoice. If this is the first client you’re adding, you’ll need to select the firm’s payment method.
11. Click Continue.
12. In Plan selection, choose the plan that is right for your client’s needs. Click Confirm and add client.
Important notes:
- When a client subscribes through you before the end of 2024, they get a 40% discount on the full subscription fees.
- Your client also gets 3 users included in the account. This means that 3 team members can get access to their Melio account, in addition to you.
- The Core or Boost plans are available to clients (not the Go plan).
13. Last step is to complete the client’s legal details. Click Continue.
Note: My client’s QuickBooks account is already connected to Melio, what can I do?
In case your client’s QuickBooks account is already connected with Melio, you will see the Assign new admin for Melio in [your client’s name]? page.
1. Click Assign admin to become the admin of the account.
2. In Assign yourself as an admin for Melio, click Yes, assign.
3. On Melio's side, we’ll send your client an email inviting them to join your firm’s Melio account. Click Done.
The client's account will appear in your firm's account with the label REQUEST PENDING until they accept your request.
Once your client accepts your request, their business will become available, and you can start making payments on their behalf.