Overview
If you've been using the legacy Checkbook.io setup, DoorLoop's Outgoing Payments feature is still powered by Checkbook.io, but is now fully integrated into DoorLoop — letting you pay vendors, owners, and tenants without leaving your dashboard.
Note: These instructions are only for those users who still see the outgoing payments settings under Settings > Outgoing Payments. If you do not see these settings, please do not use these instructions.
The Steps
Step 1 - Disconnect your banks from Checkbook.io
To avoid any issues, it's recommended that you first disconnect any of your saved banks in Checkbook.io. (Do not delete any banks that still have pending payments being sent.)
To remove your saved banks from Checkbook.io, log in to your Checkbook.io account.
From your Checkbook.io Dashboard, click Settings on the main menu, then click Accounts and Cards.
On the Accounts and Cards page, click the checkboxes next to each bank account that needs to be deleted, then click Delete. (Again, only do this for banks that don't have any pending payments being sent. You can always come back to it later.)
On the "Please confirm your action" popup, click Confirm & Delete to finish.
You can now exit Checkbook.io and go back to your DoorLoop dashboard.
Step 2 - Disconnect your Checkbook.io link from DoorLoop
Your next step after removing your banks from Checkbook.io is to disconnect the link between Checkbook.io and DoorLoop. You'll need to do this for the new Outgoing Payments feature to enable itself in DoorLoop.
To disconnect the link between Checkbook.io and DoorLoop, click Settings on the main menu. Then under the Company Settings section, click Outgoing Payments.
On the Outgoing Payments window, toggle off "Enable send payments with Checkbook.io."
Click Save. The Send Payments window should reset back to its default state.
Step 3 - Wait 24 hours
After disconnecting the link between Checkbook.io and DoorLoop, wait 24 hours. You'll know you've waited long enough once you go back into Settings and no longer see Outgoing Payments as a button on the Settings page.
Step 4 - Disconnect all banks from BankConnect
While waiting the 24 hours, or after, disconnect any bank accounts linked to Plaid that you want to connect to Outgoing Payments. See Disconnect a Bank Account from Importing Transactions with Plaid for the full steps. (Skip this step if you don't have any banks connected to Plaid for transaction matching.)
Setting up Outgoing Payments in DoorLoop requires establishing a fresh, secure Plaid connection, which means you need to disconnect your current bank account from Plaid first. Once Outgoing Payments setup is complete, you can reconnect your bank account to Plaid for transaction matching using the same article above.
Step 5 - Connect your banks in Outgoing Payments
Once you've waited the 24 hours and disconnected your bank accounts from transaction matching with Plaid, you can set up Outgoing Payments in DoorLoop. Click Accounting > Outgoing Payments from the main menu. You'll know your DoorLoop account is ready for the new Outgoing Payments setup if you see the Usage & Limits Info tab.
Click the Payment Account Setup tab to begin, then click Apply or Connect next to the bank account you want to set up for Outgoing Payments.
Since setting up Outgoing Payments is fairly involved, it's recommended to follow the full steps in Set Up Outgoing Payments - Powered by Checkbook.io and Plaid, which walks you through connecting your bank account to Outgoing Payments. If you run into any issues, contact our customer support team for help.
Step 6 - Reconnect your banks in BankConnect (Optional)
After your Outgoing Payments are fully set up and all your bank accounts have been connected, go into Accounting > Transactions to reconnect your transaction matching settings with Plaid. See Connect Your Bank Account to Plaid to Aid with Bank Reconciliation for detailed instructions.
Your account is now migrated from the legacy Checkbook.io setup to DoorLoop's integrated Outgoing Payments feature.