Select your desired Vendor. On the Vendor's page select the 

 to add your vendor's banking information.

Add your vendor's country and currency and select 

Fill out the rest of your vendor's banking information then select 

Once you have completed filling out all the information, select 

You may choose to set up a default payment method for a vendor so you do not have to select it each time.

Navigate to a vendor's record and select the 

Select which default payment method you would like to use from the drop-down menu. 

To enable the grouping of your bills for a vendor into one payment, go to the 

To turn this on, select the toggle. If you now pay multiple bills from this vendor in one payment run, only one payment will be send to this vendor.

If you wish to pay a vendor out of Companion App and want to avoid pulling their bills in the Companion App, you can configure it on the 

The Companion App allows you to update your vendor's address. Please make sure the address is accurate as this will be the one picked-up to send checks. Also, note that updating the address within Companion App will also update the Vendor record in your Accounting Software.

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Step 9: Launch Companion App (QBO)

Step 10: Set Up Default Payment Information (QBO)

YourBank

MyBank

Post-Onboarding Checklist (QBO)

Commerce Bank

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Remittance Advice (NetSuite)

Features

FAQ (NetSuite)

NACHA 2021 FAQ

Failed Bills

Managing Security Tokens (NetSuite)

Troubleshooting

Sandbox Checklist (NetSuite)

Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

Netsuite

Pre-Onboarding Checklist (Intacct) (cloned)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Balances & Transactions

Remittance Advice (Intacct)

Sandbox Testing (Intacct)

Release Notes (Intacct)

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Remittance Advice (BC365)

FAQ (BC365)

Sandbox Checklist (BC365)

Release Notes (BC365)

Pre-Onboarding Checklist (QBO)

Setting Up Multi-Factor Authentication

Re-Authentication (QBO)

Plugin Setup

Payments

Remittance Advice

FAQ (QBO)

Release Notes (QBO)

QuickBooks Online

Approval Portal

ACH Requirements

Payment Requirements

Feature Requests

Contact Us