Does the user need to map bank accounts?

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• 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.

• 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.

• How can I add a Canadian Bank Account?

  When adding a new bank the MICR line design will be 'USA' by default.  Switch countries on the top bar and template will update to the appropriate country  To add  Symbol under the Account Number field > enter a    - sign  Example:

• 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.