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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
When I login to Plaid on Liquid, is that information shared with Liquid?
When you are filling out information in Plaid, none of that information is shared with Liquid. You can rest assured that Liquid does not and will not have access to your banking login information.
Once your account is verified by Plaid, Plaid sends to Liquid your routing number and account number to our encrypted servers.
For Client users, this information is used only upon your authorization to make payments and, if you have this option selected, to pay your Liquid platform and transaction fees.
For Vendor users, this information is only used to deposit funds into your account.