Adding User to Melio

ThatBkkpr · ‎September 10, 2020

I had the business owner activated Melio in their QBO Plus file. I'm the bookkeeper and when I went to pay a bill Melio, it asked if I wanted to switch Admin right to me then the business owner would lose the ability to pay with Melio. I know there is an app in the app store. Do I have to have the business owner download that app to add me to the bookkeeper as an authorized user for Melio? We both want to be able to pay bills. Please advise, thanks.

MJoy_D · ‎September 10, 2020

Hello, @ThatBkkpr.

To get the best advice on the best way to do when using Melio in managing your bills, I suggest reaching out to their customer support.

You can go to this link and go to the Contact page below App information to get their phone number.

Also, here's more information on how to enter and pay bills in QuickBooks Online.

Let me know if there's anything that I can assist you with. I'm always here to help. Have a wonderful day!

ThatBkkpr · ‎September 10, 2020

No one responds but I'll give it another go. Their customer service needs to improve.

Fiat Lux - ASIA · ‎September 10, 2020

@ThatBkkpr

Consider open a separate MP account for your needs to integrate with QBO.

https:// melio.grsm.io/quickbooks

watch516 · ‎June 22, 2022

This is how you have to reach out and get help with Melio. They only do live chat. If you have QB Desktop do the following:

1. open up a payment doesn't matter which one

2. Click Chat

There you go

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Adding User to Melio