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General
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For Businesses
- Getting Started
- Master Contracts / Onboarding Vendors
- Managing Vendors
- Compliance
- Users
- Work Orders
- Work Order Fee Estimates
- Work Order Uploads
- Purchase Orders
- Invoices
- Invoice - Work Order Matching
- Payments
- Invoice Approvals
- QuickBooks Online Integration
- Projects and Accounting Fields
- Reports
- Liquid Plan
- Custom Onboarding / Custom Contracts
- Bank Accounts
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For Vendors/Contractors
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Training Videos
How do I add my bank account to Liquid when it can’t be found in Plaid?
For the smallest banks or credit unions, Plaid offers manual micro-deposits in which users will confirm the deposited amounts. Start by searching for your bank account:
When you can’t find your bank account, press the small button that says “Link with account numbers.”
Then, you will be able to manually enter your account information.
Plaid offers Same Day ACH so micro-deposits appear in an account within 1 business day.
You will need to come back to Liquid and confirm the deposited amounts to verify your bank account.