When working with suppliers and customers in Banqup, you'll need to store their bank account details for payment processing. With this information on file, you can quickly make payments, maintain different accounts for various purposes, and set defaults for each partner to ensure efficient transactions.
Adding a bank account
You can add a bank account when adding a new business partner. The steps below focus on adding a bank account to an existing business partner.
To add bank account information for an existing business partner:
Go to Business Partners.
Double-click on the partner whose bank details you want to add.
Navigate to the Bank Accounts tab.
Click Add bank account.
Enter the bank account information:
Country
Account number (e.g. IBAN)
The system will generally recognize the bank and BIC automatically.
Click Add to save.
Important notes
You can add multiple bank accounts for a partner if needed.
Bank account details can be edited.
Frequently asked questions
Can I add bank accounts for both suppliers and customers?
Yes, you can add bank account details for any type of business partner in your Banqup account.
Can I edit bank account details after saving them?
Yes, you can update bank account details at any time by returning to the business partner's profile, navigating to the Bank Accounts tab, and selecting the account you wish to edit.