Overview
If you’ve been using the legacy Checkbook.io setup, switching to DoorLoop’s new Outgoing Payments feature is a game-changer. Still powered by Checkbook.io, this enhanced system is fully integrated into DoorLoop—offering a faster, simpler way to pay vendors, owners, and tenants without ever leaving your dashboard. It’s the same trusted engine behind the scenes, now with a streamlined, modern interface that fits how you actually work.
The Steps
Step 1 - Disconnect your banks from Checkbook.io
To avoid any issues, it is recommended that you first disconnect any of your saved banks in Checkbook.io. (Please note, do not delete any banks that still have pending payments being sent.)
To remove your saved banks from Checkbook.io, first log in to your Checkbook.io account here.
From your Checkbook.io Dashboard, click Settings on the main menu and then click Accounts and Cards.
On the Accounts and Cards page, click the check boxes next to each bank account that needs to be deleted. Then click Delete. (Again, only do this on the banks that do not 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 from Checkbook.io and DoorLoop. You will 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 and then 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, your next step is to wait 24 hours. You will know if you've waited long enough if you head back into Settings and no longer see Outgoing Payments as a button in the Settings page.
Step 4 - Disconnect all banks from BankConnect
While you are waiting the 24 hours, or after, you will need to go into your Transactions section and disconnect all your bank accounts that are linked to Plaid, for those banks that you want to connect to Outgoing Payments. (You can skip this step if you do not have any banks connected to Plaid for transaction matching.)
To disconnect your bank accounts from Plaid, click Accounting > Transactions on the main menu.
On the Transactions page, under the Overview tab, click the 3-dots next to each bank that is connected to Plaid and select Disconnect Bank on the pop-up menu.
Repeat the above steps for each bank that needs to be disconnected.
The reason for the need to disconnect your bank accounts from Plaid is that in order to set up Outgoing Payments in DoorLoop, we need to establish a fresh, secure Plaid connection. That means you’ll need to disconnect your current bank account from Plaid. Once we’ve completed the Outgoing Payments setup, you can reconnect your bank account to Plaid for transaction matching. It’s a quick step that helps us make sure everything runs smoothly and securely.
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 now set up Outgoing Payments in DoorLoop. To do this, head over to Accounting > Outgoing Payments from the main menu. You'll know if 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 the process of setting up the new Outgoing Payments. Then click Apply next to the bank account you want to set up for Outgoing Payments.
Because setting up Outgoing Payments is quite lengthy, it is recommended to follow the instructions here: Set Up Outgoing Payments - Powered by Checkbook.io and Plaid. This will walk you through the process of connecting your bank account to Outgoing Payments. If you run into any hiccups, please contact our customer support agents 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, you can go into Accounting > Transactions to reconnect your transaction matching settings with Plaid.
For detailed instructions on how to reconnect your Plaid connection for transaction matching, read the following article: Connect Your Bank Account to Plaid to Aid with Bank Reconciliation.
That's it. Get ready for a smoother experience, fewer clicks, and more control—right where you manage everything else. Switch now to Outgoing Payments and make sending money feel as seamless as the rest of DoorLoop.