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Add and Verify Your Bank Accounts in Checkbook.io

Validate your bank accounts in Checkbook.io so you can link them to DoorLoop.

Samuel avatar
Written by Samuel
Updated over a year ago

Overview

If you're receiving a "400 Please add a verified bank account" error when trying to send a payment via Checkbook.io, it means that you haven't verified your bank accounts yet on Checkbook.io. Before sending out any payments, you must validate your bank accounts.

If you've already validated your bank accounts, skip to the end.

Note: Sending electronic payments via Checkbook.io is not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.

The Steps

  1. Log into your Checkbook.io account. Click Settings on the left-hand menu and then click Accounts and Cards.

  2. On the Accounts and Card page, click the button labeled + Add Account. There are two options you have to add a bank account - Instant Verification or Manual Verification. (Note that if you plan on having Checkbook.io send out paper checks for you, you'll need to go through the Manual Verification process.)

    • Instant Verification of your bank accounts

      1. Click Instant Verification.

      2. Use the search field to find your bank. Click Submit.

      3. Depending on the bank, you'll have two methods of adding your bank account instantly.

        1. Connecting with Plaid - Click Continue on the Plaid popup and you will be directed away from this window and sent to your bank's website to confirm your User ID and Password there. If the login is successful, you'll see a message stating that your account has been successfully linked to Checkbook.io.

        2. Connecting with Checkbook.io - This method requires that you enter the User ID and Password directly in the popup dialog with no need to be redirected out of Checkbook.io. Click Submit when done.

      4. If all the information was entered correctly, you should see your bank account now in the Accounts page.

    • Manual Verification of your bank accounts

      1. Click Manual Verification.

      2. Add your bank account by entering the routing number and account number and account type.

      3. Click Submit.

      4. The bank will be added to your list of bank accounts. You'll now need to click the box next to the bank name and click the Verify Button on the top.

      5. Once you do that, Checkbook will send you two micro-deposits to your account. You'll get an email with a link that you'll need to click and verify the two micro-deposit amounts. Once you do this, your account will be added and verified.

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