Accountants
All of the Melio resources accountants and bookkeepers need.
-
Getting started for accountants
-
Managing your team
- Removing a team member from your client’s account
- Add a new team member to an accounting firm
- Assigning an accounting firm’s team member to a client
- How to reassign the owner role to your client’s account
- How to edit team members’ client assignments, permissions and roles
- Removing a team member from a firm’s account
-
Managing your clients accounts
- Cover your clients' check fees using a separate payment method
- How do I change the owner of a company in Melio?
- Can my client invite me as their "Accountant" to Melio?
- Archive clients from your client dashboard
- How to exclude clients before merging accounts
- How do I use Melio to automatically withdraw my fees from small business clients' bank accounts via ACH, for free?
-
Value adds for accounting professionals
- Help clients get to know the value of using Melio to make payments
- Help clients pay bills on time and hold onto their cash flow with recurring and partial payments
- Help clients get to know the value of using credit cards to make payments with Melio
- Using Melio for clients' AP? Help your clients get to know Melio
-
Integrations
- What is QuickBooks Bill Pay powered by Melio?
- What versions of QuickBooks does Melio support?
- How do I sync any account with QBO?
- Does Melio sync to QuickBooks Desktop?
- Is the sync to QuickBooks Online manual or automatic?
- What data does Melio sync with QuickBooks Online?