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 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:

• 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 bank account verification required?

  You don't need to verify a bank account to print, mail, or email checks, make deposit slips, or use payment links and cards. For ACH and Wire transfers, bank account verification is necessary. You can verify the bank accounts by instantly logging ...