Connecting To Your Bank Account

In this document, we will walk through connecting your bank account to MakersHub so that you can start processing payments.

Be sure to be logged in as an admin. Navigate to Admin Settings by clicking your name in the top right corner and select Admin. Click the Payment Settings tab at the top of your screen.

Enter in your Business Information. Be sure to include the Tax ID Number. Click Secure connect a bank account.

A pop-up will appear where you can enter your banking information. Once done, click Submit.

Your banking information will now appear. Click the dropdown and select the QuickBooks Chart of Account associated with the bank account.

Next, you will need to verify your account information. You will be asked to upload a void check or bank statement that contains your company name and bank account details. Click Verify.

Click Verify by uploading a void check.

A window will appear where you can select your void check or bank statement and click

Click Upload and the account will be sent over for verification.

Verification should only take a few minutes. Once verified, you will be able to authorize and schedule payments with MakersHub.