Your company's bank accounts are listed on your Account Details page in the Client Portal for the production environment.
You must have Owner or Administrator privileges to view or manage bank accounts.
To view your company's bank accounts:
- Sign in to the production environment as described in Signing Up for an Account and navigate to My Account > Account Details.
The Account Details page appears.
If your company has one or more bank accounts, a summary of each account appears under Bank Accounts.
A - Add Bank Account
B - Edit Bank Account
C - Delete Bank Account
Updated about a month ago
|Adding a Bank Account|