Accountants
All of the Melio resources accountants and bookkeepers need.
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Getting started for accountants
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Managing your team
- How do I add a new team member to my firm?
- How do I assign a 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
- How to remove a team member?
- How can I control a team member’s general access to my firm’s bills, payments and settings?
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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 from a merged account
- How do I use Melio to automatically withdraw my fees from small business clients' bank accounts via ACH, for free?
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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
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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?