Adding a bank account with online banking

To pay bills or get paid using, you will need to add a bank account to your account. If you do not have the online banking credentials to add a bank through the online process, review the article for steps to add the bank information manually and verify the account setup through a test deposit.

By default, the Administrator and Payer roles can add a bank. For any users with custom roles, the "Pay bills via" permission is required to add a bank.

Adding a bank account instantly with online banking

add bank via plaid gif

  1. Click settings
  2. Under Your Company, click Bank Accounts
  3. Click Set up new bank
    • If required Company Profile information has not been filled out previously, this step will redirect you to the Company Profile page. Fill out required information to proceed.
  4. Click Verify instantly
    • Complete the identity verification process
  5. Click Continue
  6. Click the bank name (or search for the bank)
    • Enter online banking login credentials and click Submit
    • If using Multi-Factor Authentication for online banking, follow the prompts
    • Click Continue
  7. Select the accounts to use with, adding the category (Business or Personal) and name on the account for each and click Continue
    • If required additional Company Profile compliance information has not been filled out previously, this step will also include completing those fields
  8. Click Get started

Things to know

  • We'll send to all Administrator Users on the account when a bank account is added
  • Once the bank account is active, the Bank Authorized User can nominate other pay permission users to be authorized to pay bills from the same bank account
  • Only US-based bank accounts can be used to send payments with
  • There is no limit to the number of bank accounts that can be added