Quick Links

  1. Getting Started

  2. Video Walk-Through

  3. Adding Bank Accounts

  4. Assigning Bank Accounts

  5. FAQ


Getting Started

In order to gain access to unlimited bank accounts, you'll first need to purchase the Premium Plan. With Premium, you can easily connect multiple bank accounts to the same professional and easy-to-use tool.

Additionally, the Premium Plan offers more than unlimited bank accounts in the form of expedited payments, unlimited state-specific lease agreements, and much more.

After purchasing the Premium Plan, you can move forward with setting up unlimited bank accounts.


Video Walk-Through

Are you more of a visual learner? We recommend watching this video for a walk-through of how to set up and use unlimited bank accounts within TurboTenant.

CLICK FOR VIDEO


Where Do I Add Additional Bank Accounts?

Within TurboTenant, you'll find a central location to manage your bank accounts as well as a few other places to easily add your bank accounts.

1) Account Settings. The central location to manage your bank accounts are within the Bank Accounts tab. You can get here by locating Account on the lefthand navigation, then clicking through to Settings.

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2) During account creation for Rent Payments. Another way to add multiple bank accounts is when you set up Rent Payments during your account creation. You must click "Add Another Bank" and purchase the Premium plan. Then, you'll be walked through setting up another account.

3) By creating or editing a charge. Lastly, if you already have Rent Payments set up, you can add bank accounts when creating and/or editing charges. To do this, click on Payments in the lefthand navigation.

If you are creating a new charge, click on Create Charge in the upper righthand corner of your screen. From there, you can add a new bank account by selecting Add New Bank Account toward the bottom of the set-up flow.

If you are editing a charge, then click on the Charges tab at the top of your screen. Click on the charge you want to change the bank account for, then click on the Edit (pencil) button to the right of the correct charge.

From here, you can adjust or add a bank account toward the end of the set-up flow.

Assigning Bank Accounts

Once you've added more than one bank account, you'll gain the ability to direct where you want payments deposited by assigning bank accounts for each charge you create, whether recurring or a one-time charge.

Frequently Asked Questions

  1. Is there a limit to how many bank accounts I can add?

    1. No, you're able to add as many as you need.

  2. How do I upgrade to Premium?

    1. You'll get a pop-up when you go to add a new bank account that allows you to purchase Premium. You can also do so in your Dashboard.

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