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)

First Republic

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Account Transfers (NetSuite)

Positive Pay (NetSuite)

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)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Balances & Transactions

Fund Transfers (Intacct)

Positive Pay (Intacct)

Remittance Advice (Intacct)

FAQ (Intacct)

Sandbox Testing (Intacct)

Release Notes (Intacct)

Untitled

Pre-Onboarding Checklist (QBO)

Installation

Setting Up Multi-Factor Authentication (QBO)

Reauthentication (QBO)

Plugin Setup

Payments

Account Transfers (QBO)

Remittance Advice

FAQ (QBO)

Release Notes (QBO)

QuickBooks Online

Pre-Onboarding Checklist (Xero)

Installation & Set-up

Post-Onboarding Checklist (Xero)

Setting Up Multi-Factor Authentication (Xero)

Reauthentication (Xero)

Account Transfers (Xero)

FAQ (Xero)

Release Notes (Xero)

Approval App

Account Transfers Requirements

ACH Requirements

Check Requirements

FedWire Requirements

International Wire Requirements

Cutoff Times

Payment Requirements

Term Glossary

FISPAN First Republic Support

Support