How to Set Up a Bank Account for FINSYNC Charges

Eddie Davis -

FINSYNC bills customers once a month. Your bill includes your subscription for the current month and any transactional and payroll charges from the previous month.

You must have a bank account set up with routing and account number entered in order to use FINSYNC.

Here are the steps:

1. Go to Banking.

2. Click on the account from which you want FINSYNC to charge you for our services.

3. Click "Settings."


4. Scroll to the section titled "ACH Information" and fill out 4 fields. You can find your routing and account number on a paper check from your bank account.

5. Be sure you check the box for "This is the default account for funding sales."


6. Don't forget to scroll to the bottom and click "Save Changes."


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