How to Issue Digital Checks with Checkbook.io

You probably already know how MonkeyPod can track checks that you have written, and even print checks for you. But did you know you can also extend your MonkeyPod's abilities by using the Checkbook.io integration to send funds directly to your vendors, employees, and partners?

Follow the quick setup process below, and you'll be ready to go! (If you already have Checkbook installed, scroll down past the setup instructions for information about how to use it.)

Note: Checkbook is a third-party payment platform, not affiliated with MonkeyPod.

How do I setup Checkbook?

Setting up Checkbook with MonkeyPod is easy. You'll need install the app, connect to a Checkbook account, and give authorization for MonkeyPod to write checks from the chosen bank account.

To get started, go to Apps & Integrations > Payments > Checkbook.io and click the link "More info or install".

The next screen displays information about Checkbook. Click "Install" to continue.

The button changes from Install to "Finish Setup". Click "Finish Setup" to continue, and click "Connect to Checkbook.io".

At this point, you have two options:

• Log in to an existing Checkbook account
• Sign up for a new account with Checkbook

Once you have signed in to Checkbook you're prompted to authorize MonkeyPod to send/receive payments from your bank account. This is required for MonkeyPod to be able to write checks from your Checkbook account so be sure to click "Authorize".

Back in MonkeyPod, the final setup step is to connect Checkbook to the bank account from which you write checks by selecting that account from the drop down menu.

That's it! You're ready to start sending checks from MonkeyPod with Checkbook.

How do I pay a bill using Checkbook?

To pay a bill using the Checkbook integration (as opposed to writing your own check), first make sure the bill is entered into MonkeyPod. (Check out these articles to learn about entering bills and paying bills in general in MonkeyPod.)

Then use the Checkbook integration to send the payment: From the main menu, choose Finance > Pay Bills. Click the "Bill" link for the bill you want to pay.

Then from the sidebar menu for that bill, click Pay via Checkbook.io.

Verify the amount, and select "Issue Digital Check" in the popup window.

The "Payments Made" tab on the bill's page displays the Checkbook.io reference number in the entry for the payment by check.

How do I send funds using Checkbook.io?

To send funds to someone directly through Checkbook, simply enter a check the way you normally would in MonkeyPod as a electronic payment. (From the main menu, choose Finance > Write Check / Debit Card, and choose "Electronic Payment".)

After saving the check, select Send Via Checkbook.io from the sidebar menu on the check page.

Click "Issue Digital Check" to send funds from your connected account.

Frequently Asked Questions

Does the recipient of the funds need to have an account with Checkbook?

Nope! They can receive your payment without having their own Checkbook account.

What options to recipients have when receiving the funds?

They can receive funds electronically, by mobile deposit, or by a mailed physical check.

Where can I learn more information about Checkbook?

They have a pretty nice demo video on YouTube if you want to check it out. Or visit their site at checkbook.io.

I already have a bunch of check transactions in MonkeyPod that I would like to issue checks for through Checkbook. Is this possible?

Yes! Just find the check in your MonkeyPod, and when looking at the check details page, click Send Via Checkbook.io from the sidebar menu.

I don't think I need a service to send checks for me. Can MonkeyPod print paper checks?

Yes! MonkeyPod can definitely print paper checks.

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