Onboard clients with confidence
Save time and master Melio with the right setup from day one using this video as your roadmap.
What you’ll learn in this video
How to onboard clients in minutes
- Three easy ways to add clients: Create new profiles from scratch (recommended), connect to existing Melio accounts, or import directly from QuickBooks
- Capture essential details: Collect legal information like business address, EIN, and industry to ensure compliance and smooth operations
- Flexible billing options: Choose between having clients pay directly or covering subscriptions yourself with a 30% accountant discount
How to set up payment tools for seamless transactions
- Multiple funding sources: Connect bank accounts via secure Plaid verification or add credit/debit cards for same-day processing
- Vendor management made simple: Easily add vendors, set payment methods, and securely request payment details
- Support for 1099 contractors: Mark vendors as contractors and request W-9 forms directly through Melio
How to select the right plan for each client
- Core plan: Perfect for smaller businesses with 23 ACH transactions, three client seats, basic QuickBooks Online sync, and essential workflows
- Boost plan: Ideal for businesses needing more control with 50 ACH transactions, faster 2-day delivery, advanced approval workflows, and premium support
How to automate accounting workflows
- Accounting software integration: Seamlessly sync with QuickBooks Online, Desktop, and Zero to eliminate double data entry
- Two-way sync: When you schedule payments in Melio, your QuickBooks records update automatically
This content is for informational purposes only and should not be considered financial, legal, tax, or accounting advice. Melio does not provide professional advisory services. Always consult a qualified professional before making financial or business decisions.
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