Connecting your bank account to HoneyBook is a key step to getting paid. Once connected, funds will be transferred directly to your account whenever a client pays you.
Connect your bank account
Select your profile photo in the top right corner of your screen > select Company Settings
Select the Bank Details tab
Determine your business entity type
Individual: You own and run a business, but do not have an EIN (Employer Identification Number)
You use your social security number when filing your taxes
Sole Proprietor: You own and run a business and were issued an EIN
If you have filled out an SS-4 Form to register your business with the IRS, you have a government-issued EIN
If your organization is a registered nonprofit, select this entity type when connecting your bank account to HoneyBook
LLC-Partnership-Corp.: You pay taxes as an LLC, partnership, or corporation
If you have filled out an SS-4 Form to register your business with the IRS, you have a government-issued EIN
Locate your business entity type and follow the remaining steps to complete the connection
How to connect accounts for each entity type
Individual
Individual
From your Bank Details tab, select Individual as your business entity type
Enter the required business information
Business Name: Name under which you operate your business
Website URL/Product Description: Active business URL or social media profile for your business
Minimum 10 characters
If neither a website nor a social media profile is available, write a detailed product description of what your business offers and how you collect payment for your services
Merchant Category Code: 4-digit code assigned to you when you applied to accept credit cards, used to classify your business by the type of goods or services it provides
HoneyBook does not provide this code to you
Learn more about MCCs here
Enter the required bank information
Account number
Routing number
Bank name (e.g., Chase, American Express)
Do not enter the name of your bank account
Select Save
Complete 2-step verification
Learn more about 2-step verification here
Enter the required owner information
Owner name
The business owner's name, not the name of the business
Date of birth
Social security number (SSN)
Personal address
Must be a valid physical address and not a P.O. Box
Email
Phone
Drag & drop or upload images for the front and back side of your identification document
Use bright, clear photos of your ID, driver's license, or passport as a JPG, PNG, or PDF file
The information in these documents must exactly match the information you entered in step 6
Select SAVE
Sole proprietor
Sole proprietor
✅ Note
Before you get started, you’ll need exactly the info that’s on your SS-4 form.
Legal business/entity name
Your legal business name consists of everything listed above your address on your SS-4 form
It can span several lines
In the example below, the legal business name is: ACME LLC THERESA LOPEZ-FITZGERALD SOLE MBR
This information is not visible to your clients and is used for verification purposes only
Employer Identification Number (EIN)
From your Bank Details tab, select Sole Proprietor as your business entity type
Before you continue, you’ll need exactly the info that’s on your SS-4 form
Enter the required business information
Legal business name: Legal name given to your business, as it appears on your SS-4 form issued by the IRS
Your legal business name consists of everything listed above your address on your SS-4 form. It can span several lines
Employer Identification Number (EIN): 9-digit identification number assigned to your business by the IRS
Merchant Category Code: 4-digit code assigned to you when you applied to accept credit cards, used to classify your business by the type of goods or services it provides
HoneyBook does not provide this code to you
Learn more about MCCs here
Website URL/Product Description: Active business URL or social media profile for your business
If neither a website nor a social media profile is available, write a detailed product description of what your business offers and how you collect payment for your services
Minimum 10 characters
Business address: Address of your business
Business phone number
Must be a valid physical address and not a P.O. Box
Enter the required bank information
Doing business as (DBA) name (optional)
Account number
Routing number
Bank name (e.g., Chase, American Express)
Do not enter the name of your bank account
Select Save
Complete 2-step verification
Learn more about 2-step verification here
Enter the required owner information
Owner name
The business owner's name, not the name of the business
Date of birth
Social security number (SSN)
Personal address
Must be a valid physical address and not a P.O. Box
Email
Phone
Drag & drop or upload images for the front and back side of your identification document.
Use bright, clear photos of your ID, driver's license, or passport as a JPG, PNG, or PDF file
The information in these documents must exactly match the information you entered in step 7
Select SAVE
LLC-Partnership-Corp.
LLC-Partnership-Corp.
✅ Note
Before you get started, you’ll need exactly the info that’s on your SS-4 form.
Legal business/entity name
Your legal business name consists of everything listed above your address on your SS-4 form
It can span several lines
In the example below, the legal business name is: ACME LLC THERESA LOPEZ-FITZGERALD SOLE MBR
This information is not visible to your clients and is used for verification purposes only
Employer Identification Number (EIN)
From your Bank Details tab, select LLC-Partnership-Corp. as your business entity type
Enter the required business information
Legal business name: Legal name given to your business, as it appears on your SS-4 form issued by the IRS
Your legal business name consists of everything listed above your address on your SS-4 form. It can span several lines
Employer Identification Number (EIN): 9-digit identification number assigned to your business by the IRS
Merchant Category Code: 4-digit code assigned to you when you applied to accept credit cards, used to classify your business by the type of goods or services it provides
HoneyBook does not provide this code to you
Learn more about MCCs here
Website URL/Product Description: Active business URL or social media profile for your business
If neither a website nor a social media profile is available, write a detailed product description of what your business offers and how you collect payment for your services
Minimum 10 characters
Business address: Address of your business
Business phone number
Must be a valid physical address and not a P.O. Box
Enter the required bank information
Doing business as (DBA) name (optional)
Account number
Routing number
Bank name (e.g., Chase, American Express)
Do not enter the name of your bank account
Select Save
Complete 2-step verification
Learn more about 2-step verification here
Enter the required owner information
Owner name
Date of birth
Social security number (SSN)
Personal address
Must be a valid physical address and not a P.O. Box
Email
Phone
Job title
% of ownership*
Drag & drop or upload images for the front and back side of your identification document.
Use bright, clear photos of your ID, driver's license, or passport as a JPG, PNG, or PDF file
The information in these documents must exactly match the information you entered in step 6
Select SAVE
*If you need to add another business owner, select + ADD ADDITIONAL OWNER
Then, just follow steps 6-8 (above) for the additional owner’s details
After you’ve added your bank and business owner information, your details will begin a verification process. The verification process typically takes just a few minutes. If there are any errors or additional information is needed, you'll receive an email notification.
Once your details have been verified, client payments will be transferred directly to your bank account. If you received payments before connecting your bank account, the funds should start processing automatically.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!