Setting up Bank Account(s) for Payments

Setting up your bank account with payments

1. In Books, click on the three dots next to your name (in the bottom, left corner), and select Settings:
   
   
   
   
   
2. Under the Payments menu on the left side, select Bank Accounts:
   
3. Click on the blue +Add Bank Account button:
   
   
   
4. Enter the Name of the account, Type (business checking, personal checking, savings), Routing Number, Account Number, and Starting Check #.
   1. We recommend selecting "business" for the Type setting. Only select checking or savings if you plan to connect a non-business account. For instance, if you ever cut checks from your personal account - this would be either a checking or savings account and would have your name on the checks, rather than the name of the business.
   2. The Starting Check # does not need to be the next check number in line from your actual checkbook; in fact, many customers prefer to pick a much larger number than their physical checkbooks, so it's easy to differentiate between checks sent by hand or via Payments.
   
   
   

After 2-3 business days, log in to your registered bank account. You will see two micro-deposits in your registered bank account. 

Click Verify and enter the micro-deposit amounts. After successful completion, your bank account will now be Verified.