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Replying to:
Fiat Lux - ASIA
Level 15

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@david385 

Consider to signup for a separate Melio account for free to integrate with QBO.

https://affiliates.meliopayments.com/pricing

 

It lets you assign different roles to your team members:
Owner

The person who created the account is the owner. The owner role has access to all the functions, including: approve payments, add/delete team members and assign roles to members. There is only one owner of a Melio account.

 

Admin

The admin role is similar to the owner with the exception of the admin can’t modify an owner’s user role. They can approve payments as well. There can be more than one admin of a Melio account.

 

Accountant

We recommend assigning the accountant role to the business’s actual accountant. The accountant can edit bank details and connect to the QuickBooks account. But they need the approval of the owner/admin for payments over a certain amount. There can be more than one accountant per Melio account.

 

Contributor

The contributor can only make payments up to a certain amount. They need the approval of the owner or admin for other payments. There isn’t a limit on the number of contributors to a Melio account.

 

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