Company Bank Account

When adding a bank account for your company, you'll need to collect the below information:

  • Account Name (can be your bank's name)
  • Routing Number*
  • Account Number*
  • Account Type (Checking or Savings)

While viewing the Implementation Checklist, go to

  • Bank Accounts


  •  Choose Add Bank Account

  • Enter your bank details and Save then Return to Setup
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