How to Set Up Bank Account

Click Bank Connections

Click Manage Bank Account

Click Add New

Fill in Company’s Bank Account Details


  • Bank Label
  • Country: Select country under dropdown
  • Bank Name: Select Bank under dropdown
  • Bank Account No: input bank account number
  • Account Holder Name
  • Currency: Select currency under dropdown
  • Branch


  • Swift Code
  • Branch Code
  • Branch City
  • Branch Address Line 1, Line 2
  • Postal Code
  • State/Province

Once done, click Create

Bank Account(s) added will be displayed in this list.

Status of Bank Account will be PENDING APPROVAL

Date last updated:
June 2, 2022