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Getting your account set up

  • Updated October 06, 2024 11:09

Welcome to Melio! Now it's time to set up your account so you can pay and be paid easily.

 

Here's the essential information you need to get started:

  • Connecting payment methods:
    • Credit or debit card.
    • Bank account:
      • Connect instantly.
      • Connect with micro-deposits.
  • Add vendors:
    • Add a vendor.
  • Get invoices sent directly to your Pay inbox.
  • Connect your accounting software:
    • QuickBooks Online.
    • Xero.
  • Add people to your account.

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