How to map bank accounts?

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• How to map a QuickBooks bank account and an Online Check Writer bank account?

  Mapping can be done in two ways: You can either import checks and update the bank from the Payments table. Or, Go to Apps> QuickBooks Online> Map Now> Map to corresponding banks.

• How does the system handle multiple bank accounts?

  Users can add multiple bank accounts, with some managing thousands. The system allows selecting the desired account when creating checks

• Is same-day ACH available from bank accounts?

  No, same-day ACH is only available via wallet or credit card. Bank accounts require fund withdrawal first, which can delay payment.

• Can clients from other countries link their local bank accounts directly to the platform?

  No, the platform does not support linking domestic bank accounts from outside the U.S. Clients can, however, initiate international wire transfers that will be converted and deposited in USD.

• Can a user who has manually verified bank accounts, KYC, and KYB apply for the Line of Credit?

  No, the users who have verified bank accounts using the instant verification method completing KYC and KYB can apply for the Line of Credit.