The ability to collect payments directly through HoneyBook is (in our humble opinion) one of the platform's most powerful features. That's why it's important to connect your bank account to HoneyBook—it lets us transfer your clients' payments right to you.

All of the information we collect when verifying your business, owner, and bank account details is for identification purposes, helping to keep you and your business safe from fraud. The US government has recently released a new regulation, requiring the collection of pieces of information—you can read more about that here!

In accordance with HoneyBook’s obligation to “Know Your Customer” (KYC), we periodically conduct account reviews and may require some additional information from you. These requirements come from our regulators and are intended to prevent abuse of the financial system. During the review any payments you have received will be held until we complete the process.

PLEASE NOTE: We always have your safety in mind, so 2-step verification—calling or texting you with a unique code—is required when adding or making changes to your business and banking information. Make sure your phone number is accurate in your personal Account Settings before proceeding!

Not sure of your business entity type?

  • Individual: You own & 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 & 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. Alternatively, if your organization is a registered nonprofit, please 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.

In this article, we'll review:


Where to add or edit your business and bank account information

1. From any page, click your profile photo in the top right corner of your screen.

2. Select Company Settings from the menu.

3. Select the Bank Details tab.

From there, you’ll be able to add your bank account and business’s details–the process is detailed below! You can link a business or a personal bank account.


Adding a bank account as an Individual

Not sure of your business entity type?

  • Individual: You own & 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 & 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. Alternatively, if your organization is a registered nonprofit, please 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.

PLEASE NOTE: Be very careful to select the correct business type. Otherwise, deposits to your bank account will not process. If you are still uncertain which type to select, contact us by clicking the Question Mark icon on any HoneyBook page!

1. From your Bank Details tab, select Individual as your business entity type.

2. Enter the required business information:

  • Business Name: the name under which you operate your business.

  • Website URL/Product Description: used to verify your business. If you do not have a URL, simply enter a short (50 characters or fewer) product description.

  • Merchant Category Code: 4 digit code assigned to you when you applied to accept credit cards; used to classify the business by the type of goods or services it provides.

PLEASE NOTE: Here's why we need to collect this information!

3. Enter the required bank information to receive payments:

  • Account number

  • Routing number

  • Bank name

4. Click Save.

5. Complete the 2-step verificationyou can learn more about that process here. This step is in place to ensure that sensitive account information is only updated by you.

6. Enter the required owner information.

  • Owner name

  • Date of birth

  • Social security number (SSN)

  • Personal address

  • Email

  • Phone

7. Next, drag & drop or upload images for the front and back side of your identification document.

PLEASE NOTE: Use bright, clear photos of your ID, driver's license, or passport as a JPG, PNG, or PDF file. We must be able to clearly see your name, date of birth, and photo.

8. Click SAVE.

After you’ve added your business, banking, and business owner details, your information will begin the verification process (this often takes just a few minutes!). If anything else is needed, you’ll receive an email notice.

Once verified, you’ll be all set to receive client payments to your linked bank account.

  • HoneyBook Tip: If clients have already made payments to you, these should begin automatically processing to your linked bank account right after your details are verified. No other action needed!


Adding a bank account as a Sole Proprietor

Not sure of your business entity type?

  • Individual: You own & 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 & 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. Alternatively, if your organization is a registered nonprofit, please 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.

PLEASE NOTE: Be very careful to select the correct business type. Otherwise, deposits to your bank account will not process. If you are still uncertain which type to select, contact us by clicking the Question Mark icon on any HoneyBook page!

1. From your Bank Details tab, select Sole Proprietor as your business entity type.

2. Before you get started, you’ll need exactly the info that’s in your SS-4 form:

  • Legal entity name

  • Employer Identification Number (EIN)

  • HoneyBook Tip: Your legal entity name consists of everything listed above your address on your SS-4 form–it can span several lines. In the example above, the legal entity name is: “ACME LLC THERESA LOPEZ-FITZGERALD SOLE MBR.” This information is not visible to your clients and is used for verification purposes only.

If you weren’t issued an SS-4 form, follow the steps to link a bank account as an Individual!

3. Enter the required business information:

  • Legal entity name: the legal name given to your business, as it appears on your SS-4 form issued by the IRS. Your legal entity name consists of everything listed above your address on your SS-4 form–it can span several lines.

  • Employer Identification Number (EIN): the nine-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 the business by the type of goods or services it provides.

  • Website URL/Product Description: used to verify your business. If you do not have a URL, simply enter a short (50 characters or fewer) product description.

  • Business address

  • Business phone number

PLEASE NOTE: Here's why we need to collect this information!

4. Enter the required bank information:

  • Doing business as (DBA) name (optional)

  • Account number

  • Routing number

  • Bank name

5. Click Save.

6. Complete the 2-step verificationyou can learn more about that process here. This step is in place to ensure that sensitive account information is only updated by you.

7. Enter the required owner information.

  • Owner name

  • Date of birth

  • Social security number (SSN)

  • Personal address

  • Email

  • Phone

8. Next, drag & drop or upload images for the front and back side of your identification document.

PLEASE NOTE: Use bright, clear photos of your ID, driver's license, or passport as a JPG, PNG, or PDF file. We must be able to clearly see your name, date of birth, and photo.

9. Click SAVE.

After you’ve added your business, bank, and business owner details, your information will begin the verification process (this often takes just a few minutes!). If anything else is needed, you’ll receive an email notice.

Once verified, you’ll be all set to receive client payments to your linked bank account.

  • HoneyBook Tip: If clients have already made payments to you, these should begin automatically processing to your linked bank account right after your details are verified. No other action needed!


Adding a bank account as a LLC-Partnership-Corp.

Not sure of your business entity type?

  • Individual: You own & 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 & 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. Alternatively, if your organization is a registered nonprofit, please 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.

PLEASE NOTE: Be very careful to select the correct business type. Otherwise, deposits to your bank account will not process. If you are still uncertain which type to select, contact us by clicking the Question Mark icon on any HoneyBook page!

1. From your Bank Details tab, select LLC-Partnership-Corp. as your business entity type.

2. Before you get started, you’ll need exactly the info that’s in your SS-4 form:

  • Legal entity name

  • Employer Identification Number (EIN)

  • HoneyBook Tip: Your legal entity name consists of everything listed above your address on your SS-4 form–it can span several lines. In the example above, the legal entity name is: “ACME LLC THERESA LOPEZ-FITZGERALD SOLE MBR.” This information is not visible to your clients and is used for verification purposes only.

If you weren’t issued an SS-4 form, follow the steps to link a bank account as an Individual!

3. Enter the required business information:

  • Legal entity name: the legal name given to your business, as it appears on your SS-4 form issued by the IRS. Your legal entity name consists of everything listed above your address on your SS-4 form–it can span several lines.

  • Employer Identification Number (EIN): the nine-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 the business by the type of goods or services it provides.

  • Website URL/Product Description: used to verify your business. If you do not have a URL, simply enter a short (50 characters or fewer) product description.

  • Business address

  • Business phone number

PLEASE NOTE: Here's why we need to collect this information!

4. Enter the required bank information:

  • Doing business as (DBA) name (optional)

  • Account number

  • Routing number

  • Bank name

5. Click Save.

6. Complete the 2-step verificationyou can learn more about that process here. This step is in place to ensure that sensitive account information is only updated by you.

7. Enter the required owner information.

  • Owner name

  • Date of birth

  • Social security number (SSN)

  • Personal address

  • Email

  • Phone

  • Job title

  • % of ownership*

8. Next, drag & drop or upload images for the front and back side of your identification document.

PLEASE NOTE: Use bright, clear photos of your ID, driver's license, or passport as a JPG, PNG, or PDF file. We must be able to clearly see your name, date of birth, and photo.

9. Click SAVE.

10. *If you need to add another business owner (or multiple), click + ADD ADDITIONAL OWNER. Then, just follow steps 7-9 (above) for the additional owner’s details.

After you’ve added your business, bank, and business owner details, your information will begin the verification process (this often takes just a few minutes!). If anything else is needed, you’ll receive an email notice.

Once verified, you’ll be all set to receive client payments to your linked bank account.

  • HoneyBook Tip: If clients have already made payments to you, these should begin automatically processing to your linked bank account right after your details are verified. No other action needed!





Want to learn more?

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!

Did this answer your question?