Adding a bank account by manual entry

To pay bills or get paid using, a bank account will need to be added to the account. If you were unable to add a bank account with online banking credentials, you can complete the bank account setup manually by entering the routing and bank account numbers.

Adding a bank account manually

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  1. Click Settings
  2. Under Your Company, click Bank Accounts
  3. Click Set up new bank
  4. Click Select under Enter Bank Account Info
    • Complete the identity verification process
  5. Enter bank account details and click Continue
  6. Wait for the test transactions to post in 1-2 days
    After the test transaction posts in the bank account, on the To Do list:
  7. Click the link for the bank account
  8. Enter the deposit amount and click Verify
    • If required additional Company Profile compliance information has not been filled out previously, this step will also include completing those fields

Things to know

  • An email is sent to all Administrators on the account when a bank account is added
  • Once the bank account is active, a Bank Authorized User can nominate other pay permission Users to pay bills from the same bank account
  • Only US-based bank accounts can be added as a bank account in
  • There is no limit to the number of bank accounts that can be active in a account
  • A Bank Authorized User can update the default bank to pay and to be paid from the Bank Accounts page