1. Accounting
  2. Banking
  3. Intelligent Payment Automation
  4. Setting Up Intelligent Payment Automation
  5. Managing Bank Accounts
  6. Adding Bank Accounts

Adding Bank Accounts

You can link multiple bank accounts to a BILL account. You can choose to connect your bank account instantly or do it manually. If you choose to link your bank account manually, you need to complete the deposit verification process before you can use it for processing payments.

To add bank accounts

  1. Click Add.

  2. Follow the instructions displayed on the screen and complete the MFA.

  3. If you choose to instantly link your bank account, follow the procedure described in Linking Your Bank Account Instantly.

  4. If you choose to manually link your bank account, follow the procedure described in Linking Your Bank Account Manually.

  5. If you manually link your bank account, follow the procedure described in Deposit Verification to verify the bank account added.

  6. The bank accounts you add show in the list of linked bank accounts in BILL and NetSuite.

Related Topics

General Notices