Advanced Melio Tips and Tricks

Join us as we have Melio representative, David Leary, give us an advanced level Melio training. Melio is a great tool for accountants. Become a hero with your clients by setting them up with a free and easy bill pay solution.

This webinar will go deeper into some of the advanced features of Melio.

We recommend you watch the Intro to Melio webinar first.

Topics to be covered:

  • How to best avoid delayed payments
  • Getting vendors to self onboard their ACH info
  • Batch paying of bills
  • Management of your firm and team
  • Using Melio for A/R, and syncing A/R from QBO
  • Setting up approvals
  • New features in QuickBooks Online Payments powered by Melio
  • Exporting data
  • Managing multiple payment methods

This free webinar is sponsored by Melio. Once you register, your contact information will be shared with Melio, but no one else!

Past Webinar

Tuesday September 07, 2021

12:00 pm EDT

Watch the Recording