Before you begin this final step, we recommend reviewing the previous steps in our setup guide if you haven't done so already. These articles will guide you through entering your data, verifying your company, and setting up your accounting information.
In this step, you'll connect your bank accounts for both collecting payments and making payments. Specifically, you’ll set up your deposit methods (the accounts where payments will be deposited) and payment methods (the accounts from which you will make payments).
How to connect a bank account
- In the left-hand menu, click on Bank Accounts.
- Select an existing bank account to edit, or click Create Bank Account to add a new one.
- When you select an account to edit, you’ll see two sections: Deposit Method and Payment Method. Follow the on-screen instructions to complete the connection for each method.
Important: If you want to use the same bank account for both deposit and payment methods, you’ll need to follow the setup instructions for each section individually.
- Once your account is connected, its status will update accordingly.
Why It’s Important to Connect Your Bank Accounts
Ensuring your bank accounts are properly connected is crucial for routing funds accurately. This allows you to collect payments into the correct account and use it as a payment method when settling charges. If a bank account is not connected to your system, you won’t be able to use it for collecting or making payments.
Conclusion
Congratulations! You’ve completed all steps in our setup guide. Your data should now be entered, your company verified, your accounting information up to date, and your bank accounts connected.
If you’d like to revisit any of the previous steps, you can find the links to the earlier parts below:
- Part 1: Getting started
- Part 2: Verify your business and your identity
- Part 3: Set up your accounting
Still have questions?
Open the Support conversation icon on the lower right corner and ask us anything.
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