You can find out more about that Accountant/Bookkeeper version at the Melio website. You can manage A/P and A/R with this special version. It has a dashboard for your clients (shown below), and it will connect to both QuickBooks Online and QuickBooks Desktop. Melio also offers a version that is designed for Accountants and Bookkeepers that might interest many of you. You will find Melio in the QuickBooks Online App Store here. You won't find this app in the QuickBooks Desktop App marketplace, but it's important that everyone using QuickBooks Desktop knows that it is integrated into the product. Now, I find myself thinking, accounts payable couldn't been more simple or flexible than this. When I first tried this out I thought why would I use this, then I thought, why wouldn't I? Even if I am going to use checks, why not let them pay the cost of the check, of printing the check and mailing the check, especially since it is 'free' to me. Like so many things that are integrating through the Intuit Plus network with Desktop you hardly know that you are transitioning from desktop to cloud connectivity. How much more straightforward, integrated and easy to use could you want this? The set-up is built into the first use right within the QuickBooks integration. To learn more about this feature you should watch the YouTube video, ' How to pay bills online with QuickBooks Desktop' to see this feature in action. The Bank account or Cardholder will receive an email when the funds are processed.
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