In this article, you will learn how to change the bank account you have linked to your Workiz Pay account.
When signing up for Workiz Pay, you will be asked to connect your business bank account to your Workiz Pay account.
If you need to make any changes, editing the bank account you have linked to your Workiz Pay account is simple.
Changing your Workiz Pay bank account
IMPORTANT: Changing your bank account with Workiz Pay will temporarily delay your next payout by 7–10 business days. You will still be able to collect payments from your clients while we verify your request.
From the sidebar navigation, select Workiz Pay
From the Workiz Pay dashboard, select the My account tab
Under Bank information, select Edit next to your bank account
Enter your Workiz account password and select Continue
Complete the Bank details fields:
Routing number: Enter the routing number associated with your business bank account
Tip: This number can be found on the bottom-left side of your business checks. You can also find this number in the account settings of your bank account online.
Account number: Enter the account number associated with your business bank account
Tip: This number can be found to the right of the routing number on your business checks. You can also find this number in the account settings of your bank account online.
Retype account number: Re-enter the account number associated with your business bank account.
Select Save Changes
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