Melio Accountants FAQ
Frequently Asked Questions from Accountants and Bookkeepers
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General Questions
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Allowed Financial Transaction Types
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Melio.me (Accounts Recievable)
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Melio Payments (Accounts Payable)
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Syncing with Accounting Systems
- Why are my Bill Payments missing when I view my bank account in QuickBooks Online (QBO)?
- How do I sync any account with QBO?
- What versions of QuickBooks does Melio support?
- What data does Melio sync with QuickBooks Online?
- Is the sync to QuickBooks Online manual or automatic?
- Does Melio sync to QuickBooks Desktop?
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QuickBooks Bill Pay powered by Melio
- What is QuickBooks Bill Pay powered by Melio?
- I don't see the "Save and schedule payment" button in QuickBooks Online on some of my clients.
- Who can access Bill Pay powered by Melio in QuickBooks Online?
- Do the approval levels that I set in Melio affect QuickBooks Bill Pay powered by Melio?
- How do I apply a Vendor Credit in QuickBooks Bill Pay powered by Melio?
- Can I schedule the payment of multiple bills at once using QuickBooks Bill Pay powered by Melio?
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Managing Clients and Users
- Archive clients from your client dashboard
- How to exclude clients from a merged account
- What’s “Team Management” and why do I need it?
- How to reassign the owner role to your client’s account
- How do I use Melio to automatically withdraw my fees from small business clients' bank accounts via ACH, for free?
- How do I add a new team member to my firm?
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Accountants Dashboard