Introduction
LoftyWorks has selected Checkbook as our preferred partner to facilitate outgoing payments. You can connect your Checkbook account to LoftyWorks to seamlessly pay your vendors and manage bank balances.
NOTE: Only one bank account can be connected to LoftyWorks at a time.
Summary
Connect Checkbook.io
Go to Settings > Integrations > Pay your Landlords and Suppliers with Checkbook.io
Click "Connect" to open the Checkbook account connector. Here you can either create a new account or log in using your existing account.
Once you have successfully connected your Checkbook account, you will be redirected to LoftyWorks and add your profile.
Add Profile and Business Information
Now that your Checkbook account has been connected to LoftyWorks, you will configure your personal and business information.
First, you will configure your Business Name and Tax ID:
Next, you will set up your personal information.
Once the integration has successfully been configured, the "Add Profile" option will switch to "Update".
Link Bank Account
Next, you will click "Link Bank Account"
Option 1: Choose Existing Bank Account
If you have already connected to a bank account in the Accounting page, you will choose the account you would like to connect.
You will receive confirmation when your account has successfully connected:
And the option to connect a bank account will change to "Update Bank Account"
Option 2: Connect New Bank Account
If you have not connected a bank account to your Lofty account yet, you will be prompted to enter one.
To read more about managing finances and accounting in LoftyWorks, check out our Financials section.
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@loftyworks.com>.
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