From DoorLoop, you can easily pay your vendor bills, distribute money to your owners, and refund your tenant deposits using our integration with Checkbook.io.

After an initial setup, all you have to do is send money, and your payees decide how they want to receive it. No more using multiple apps, coordinating with the recipient, or writing and sending checks!

  1. Set up your Checkbook.io account

  2. Configure DoorLoop Outgoing Payment Settings

  3. Send Payments to your Owners, Venders, and Tenants

  4. Update and review Outgoing Payments

Set up your Checkbook.io account

If you already have an account with Checkbook.io, you can skip this section.

Step 1

Go to Settings and click on the Outgoing Payments button in the Company section.

Step 2

To create your Checkbook account, click on the Create Account button. This will open up the Checkbook.io website to create your free account.

Complete the page and click the Sign up button.

Step 3

After entering in the Verification Code from Checkbook to continue with the Checkbook account creation, you'll now be in your Checkbook.io dashboard.

Here, you can add your bank accounts to Checkbook.io by clicking on Settings and then Accounts. Follow through the prompts to add the bank accounts you want to make outgoing payments.

Make sure you name these accounts something that makes sense and will help you match them to the correct bank accounts in DoorLoop!

Configure DoorLoop Outgoing Payment Settings

Connect your Checkbook.io account to DoorLoop.

Step 1

Back on your DoorLoop Outgoing Payments settings page, click on the Get Checkbook API Keys button.

This takes you to a page in Checkbook.io where you can copy the needed keys to connect DoorLoop to Checkbook.io.

Step 2

Copy the API Key into the same field on the DoorLoop settings page.

Copy the API Secret into the same field on the DoorLoop settings page.

In the Webhook URL field, copy in the following address: https://app.doorloop.com/api/outgoing-payments/checkbook-webhook

Note that if you accidentally swap the API Key and Secret, DoorLoop will give you an error and won't let you save the settings.

Step 3

Click Save when you are done.

Step 4

Now you can match the bank accounts you added to Checkbook.io to your bank accounts in DoorLoop by selecting the correct mapping using the drop-down menus.

Step 5

Note that by default, Checkbook.io limits your outgoing payments to $2,000 per day and $15,000 per month. If necessary, please submit a request to Checkbook.io increase your limits.

  • Instructions for doing this are in the Sending Limits section of the Outgoing Payments settings.

Send Payments to your Owners, Vendors, and Tenants

Send payments when creating Expenses, Owner Distributions, Tenant Refunds, or Paying Bills.

Step 1

Whether creating an Expense, Owner Distribution, or Tenant Refund, or Paying Bills, if the bank account you select to make the payment has been connected to Checkbook.io, you will be able to select ePay as a payment method.

Step 2

After you create the outgoing payment transaction, go to Accounting < Outgoing Payments to find the payment you just created.

If you already set up the recipient to receive online payments, you will see that the payment status is

Step 3

Click on the Add Info button to set up the recipient to receive online payments.

  • Toggle on Enable outgoing payments for this vendor (or owner/tenant)

Step 4

Select a payment method of either Email or Mail Check

  • Email allows the recipient to choose whether they would like to get paid via direct deposit or printing their own check. You can also choose a PIN Code and enter a Hint to ensure only the intended recipient can receive the payment.

    • For example, you could choose something only the recipient would know, and let them know what this is using the hint.

  • If you choose the Mail Check option, you will need to enter in the recipient's address.

Note that the cost from Checkbook.io is $1 to send a payment by email, and $1.50 for a mailed check.

Step 5

Click Save when you are done to return to the Outgoing Payments page.

Step 6

Click the Send link on the outgoing payment line to send the payment. You will have a chance to review and Confirm the payment.

That's it! Once the payment has been sent, you can edit or void the payment using the instructions in the next section.

Did this answer your question?