You can make payments with more than one bank account. You can add as many bank accounts as you’d like. Connecting a new bank account automatically using Plaid doesn't take long, and you only need to do it once for each account you add. All you need is your online banking credentials to connect with Plaid. Plaid is connected to the top 100 banks in the US.
Adding a new bank account automatically when paying a bill
1. Select Pay from the left-hand sidebar.
2. Select Pay bills.
3. Select the Bills tab.
4. In the Bills tab, you can create a new bill by selecting either Create bill or + New payment. This will lead you to the Bill details screen.
5. Now, you can manually enter the bill details for the payment you want to create or upload an invoice to input the bill details automatically.
Need to add a Vendor?
- To add a Vendor, start typing the vendor's business name in the search field. As you type, existing vendors will appear in the dropdown list.
- Select the vendor's name from the list to add the vendor to the bill you are creating.
- If the Vendor’s details have not been added to your My vendor list, type in the Vendor business name and select + Add new vendor to add the vendor to the bill you are creating.
Want to add an invoice?
- Select Upload an invoice file.
- We accept PDF, JPEG, JPG, and PNG files up to 10MB
- Your uploaded invoice will appear on the left side of the screen.
Do you need to make changes to the invoice? Use Replace to upload a different file or Cancel to remove it.
6. Double-check that all the bill details are correct.
7. Select Continue to pay to proceed to payment.
8. Next, you need to choose how you would like to pay. Select + Add another bank account to add a new bank account.
9. Select Connect account instantly when asked how to link your account. You will now be asked to connect your account instantly using your bank account login credentials to verify your bank account details.
10. Select Continue to connect your account using Plaid.
11. Choose your bank and select Continue to log in. You may need to scroll to find your bank.
12. Use your bank login credentials to log into your bank account.
13. You will then be prompted to verify your identity. Complete the verification process.
14. Select the accounts you wish to connect and then follow the prompts to connect the account.
ℹ️ You may be prompted to agree to Plaid's terms and conditions to continue.
15. Your bank account will now be connected. Select Done to return to the payment process.
If your account is synced with accounting software, you’ll be asked to select the matching account in your accounting software. Select it and click Link accounts to continue.