Add a Business Account

Add a virtual account to a business.

For details about required privileges, see Predefined Payment Groups and Privileges.

More than one business account can be added to match the business structure.

Business accounts can only be added to businesses that have been verified.

An owner can either make another user an owner or grant another user permission to add business accounts to the business. See Assign a Business Owner owner and assign the Add/Update Business Accounts role.

Add from the Onboarding Checklist

If you try to assign from Business Management, but the business is still in the process of being onboarded, you are taken to the onboarding checklist.

  1. From the onboarding checklist, click Begin, and then click Add Business Account.
  2. Find the business unit you want to add the account to and then click Add Business Account.
  3. Complete the required fields.
    • Optionally, you can change the Card Statement Descriptor, which is the name that appears on the card statement. See Card Statement Descriptors for a full definition and how they work within your organization structure.
    • The Business Account Name field and the optional Payout Description field appear on bank statements when you receive payouts. The final display may vary by bank, but the Business Account Name is limited to the first 30 characters and Payout Description is limited to the first 15 characters.
  4. Click Add and Add Another or Add and Close.
  5. To return to the onboarding checklist, click home Red icon with a white O in the center and then click Onboard a new business.

Add from Business Management

  1. Click Business Management at the bottom of the dashboard, click the business, click Add Business Account for the business unit.
  2. Find the business unit you want to add the account to and then click Add Business Account.
  3. Complete the required fields. Optionally, you can change the Card Statement Descriptor, which is the name that appears on the card statement. See Card Statement Descriptors for a full definition and how they work within your organization structure.
  4. Click Add and Add Another or Add and Close.

Parent topic: Business Accounts