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April 6, 2024
Question

Can direct deposit be set up

  • April 6, 2024
  • 1 reply
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How do you set up direct deposit

1 reply

April 6, 2024

I'd be delighted to help you set up your direct deposit, @happy725.

 

First, we will need the following to set up your direct deposit: 

 

  • Business name, address, and EIN
  • Principal officer Social Security number, birth date, and home address
  • Online bank credentials or your company bank routing and account numbers
  • Employees' or contractors' bank account info 

 

After gathering this information, we will now connect your bank account: 

 

  1. Go to Payroll, then Overview.
  2. From Connect your bank, select Let’s Go.
  3. Select Get Started.
  4. From Business, select Edit
  5. Please ensure that all necessary information, including your federal tax ID number, is provided. Then, select Next.
  6. Add the principal officer's name, address, date of birth, and Social Security number. Then, click Next.
  7. Select Add new bank account.
  8. Search for your bank's name. You will prompted to enter your online banking username and password. Otherwise, select Enter bank info manually. Please input your routing and account number, and then click on Save.
  9. Select Accept and Submit.

 

Please note that there are times when you need to verify your bank account to ensure we can process direct deposits or tax payments with your bank. The timeline for this process is within two business days and another two business days for the direct deposit to be credited.

 

Let me attach some articles that can assist you with your direct deposit: 

 

 

Keep me posted if you still have questions about your direct deposit. Have a great day, and take care!