Bank Account
Can affiliates use virtual cards to transfer money to their bank accounts?
No, virtual cards cannot directly transfer funds to a bank account, but affiliates can use them with platforms like Google Pay or Apple Pay to make purchases or transfer funds.
Is there a way to collect bank account information from affiliates to send payments?
Yes, you can request affiliates' bank account information via a link, but the process is done on an individual basis. You can't set up a form for multiple affiliates at once.
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.
Is there a limit on adding beneficiary bank accounts?
No limit on adding beneficiaries.
Can I send rent payments to my own bank account using a credit card?
No, credit card funding to your own bank account is only allowed for payroll purposes.
How to set up account and get verified?
To set up your account and get verified: Log in using your email and password. Complete the one-time account setup. Go to the verification center in the top left corner. Complete Level 1: Email/phone verification. Complete Level 2: Personal ...
Does the user need to map bank accounts?
Yes, to map the correct bank account, follow these steps: Go to Applications > QuickBooks Online Click "Map now" Select the correct bank account
Can the bank account be connected with Stripe?
Yes, the bank account can be connected with Stripe or any other payment platform to receive funds.
How can multiple clients be managed on the platform?
Users can invite clients as team members, set specific permissions, and restrict access to their bank account details and checks.
What's required to set up an account?
Level 1: Email and phone verification Level 2: Personal ID verification Add a bank account and credit card Initial setup takes 2–5 minutes to complete
Is payment from a credit card possible?
No, payments must be made from the company's bank account and cannot be processed via credit card.
What are the business account requirements?
EIN is required for business accounts. Business formation documents or a business license are needed. Sole proprietors must provide a trade name, assumed name, or DBA statement.
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 to verify your bank account?
Login to Online Check Writer and navigate to Bank Accounts. Click the Verify button parallel to the bank account you want to verify. A pop-up appears showing Verify Instantly and Manual verification. Choose the option you want and click on the ...
How to add a bank account manually?
Log in to Online Check Writer and navigate to Bank Accounts. Click the + New button and select Add Manually. Add your banking information by filling in the Business Details. Click on the Next button. Fill in your Account Details, including check ...
How to connect a bank account instantly?
Log in to Online Check Writer and navigate to Bank Accounts. Click the + New button and select Connect Instantly. Choose Your Bank, Log In with your online banking credentials, and click Submit. After verifying your login information, you can see all ...
How to create a new business bank account?
Log in to Online Check Writer and navigate to Bank Accounts. Click the + New button. Select Create Cloud Bank. Click the CLICK TO OPEN AN ACCOUNT. Fill in your personal and business details (KYC and KYB) and submit them. Your application to create a ...
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 ...
How to add a bank account?
There are three ways to add a bank account. Method 1: Add an existing bank account manually. Log in to Online Check Writer and navigate to Bank Accounts. Click the + New button and select Add Manually. Add your banking information by filling in ...