How to import Payee list from Excel?
Step 1: Go to Payees from the side panel and click Import on the top right corner.
Step 2: Upload the document and click Import.
Step 3: Match the data using drop down box and click the Submit.
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How to import checks from Excel?
Step 1: Login to Online Check Writer and select Home. Step 2: Click on the '+' at the top left. Step 3: Then click on Import Check, which takes you to the pop-up window. Step 4: Select Bank Account, select File, and select a template if needed. Step ...
How to delete a payee?
Step 1: Go to the payees list. Step 2: Click on the three dots next to the payee you want to remove and simply click Delete.
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How to add a payee?
Step 1: Go to Payees. Step 2: Click on +Add. Step 3: Enter your payee details and click on Save.