Connecting your Canadian bank account to HoneyBook is one of the first steps you’ll need to take to get paid. Once the account is connected, funds will get directly transferred to it when you get a payment.
Begin connecting your Canadian bank account
From the top navigation menu, select your profile photo > select Company Settings
Select the Bank Details tab
Determine your business type
Individual: You own and run a business, but do not have an BN (Business Number)
Sole proprietor: You own and run a business and were issued a BN (Business Number) from the Canada Revenue Agency
Partnership: You pay taxes as a partnership
Corporation: You pay taxes as a corporation
Locate your business type below and follow the remaining steps to complete the connection
Finish connecting your account for each business type
Open the section that matches your business type.
✅ Note
If you're updating your bank details or adding missing details, you won't need to select your business type. When you're on the Bank Details screen, select View and Edit instead to make your updates.
Individual
Individual
From your Bank Details tab, select Individual as your business type
Enter the requested business info
Business name: The name of your business
Merchant category code: The four-digit code assigned to you when you applied to accept credit cards
HoneyBook does not provide this code for you
Learn more about merchant category codes
Website URL: An active business URL or social media profile for your business
Minimum of 10 characters
Product description: A detailed product description of what your business offers and how you collect payment for your services
Business description: A detailed description of what your business is
Statement descriptor: How charges from your business will appear on your customers’ bank or credit card statements
If you need to change this, change your company name in your company settings
Enter the requested bank info
Your routing and transit numbers are the same
This includes the name of your bank (e.g., Chase, American Express)
Do not enter the name of your specific bank account
Select Save Bank Account
Enter the requested info about you, the business owner
Upload the requested identification documents
Select Save Owner
Sole proprietorship
Sole proprietorship
From your Bank Details tab, select Sole proprietor as your business type
Enter the requested business info
Business name: The name of your business
Merchant category code: The four-digit code assigned to you when you applied to accept credit cards
HoneyBook does not provide this code for you
Learn more about merchant category codes
Website URL: An active business URL or social media profile for your business
Minimum of 10 characters
Product description: A detailed product description of what your business offers and how you collect payment for your services
Business description: A detailed description of what your business is
Statement descriptor: How charges from your business will appear on your customers’ bank or credit card statements
If you need to change this, change your company name in your company settings
Enter the requested bank info
This includes the name of your bank (e.g., Chase, American Express)
Do not enter the name of your specific bank account
Select Save Bank Account
Enter the requested info about you, the business owner
Upload the requested identification documents
Select Save Owner
Partnership
Partnership
Before you begin
You’ll need to supply info that exactly matches what’s on the company identification document you’ll upload. For example, this means your legal business name must exactly match how it’s written on that document (including case sensitivity and spacing). This information is not visible to your clients and is used for verification purposes only.
From your Bank Details tab, select Partnership as your business type
Enter the requested business info
Legal business name: The name of your business (exactly as it appears on your company identification document)
Business street address: The location of your business (exactly as it appears on your company identification document)
Business phone number: A phone number anyone can call to reach your business
Support phone number: The number your clients can call regarding any support questions
Business Number: The number you received when you were approved for a partnership
You can also supply a Corporation Number or Québec Enterprise Number (NEQ)
Website URL: An active business URL or social media profile for your business
Minimum of 10 characters
Product description: A detailed product description of what your business offers and how you collect payment for your services
Business description: A detailed description of what your business is
Statement descriptor: How charges from your business will appear on your customers’ bank or credit card statements
Enter the requested bank info
This includes the name of your bank (e.g., Chase, American Express)
Do not enter the name of your specific bank account
Select Save Bank Account
Enter the requested info about you, the business owner
Upload the requested identification documents
Select Save Owner
Corporation
Corporation
Before you begin
You’ll need to supply info that exactly matches what’s on the company identification document you’ll upload. For example, this means your legal business name must exactly match how it’s written on that document (including case sensitivity and spacing). This information is not visible to your clients and is used for verification purposes only.
From your Bank Details tab, select Corporation as your business type
Enter the requested business info
Legal business name: The name of your business (exactly as it appears on your company identification document)
Business street address: The location of your business (exactly as it appears on your company identification document)
Business phone number: A phone number anyone can call to reach your business
Support phone number: The number your clients can call regarding any support questions
Business Number: The number you received when you were approved for a partnership
You can also supply a Corporation Number or Québec Enterprise Number (NEQ)
Website URL: An active business URL or social media profile for your business
Minimum of 10 characters
Product description: A detailed product description of what your business offers and how you collect payment for your services
Business description: A detailed description of what your business is
Statement descriptor: How charges from your business will appear on your customers’ bank or credit card statements
Enter the requested bank info
This includes the name of your bank (e.g., Chase, American Express)
Do not enter the name of your specific bank account
Select Save Bank Account
Enter the requested info about you, the business owner
Upload the requested identification documents
Select Save Owner
Select whether you have a business director
If you have a business director, enter their name and email
If you have more than one business director, you'll add the rest from the Bank Details screen by selecting + Add Director Info under the first director
New Canadian regulations require this—learn more about the 2024 updated Canadian verification requirements
Select Save Director
From here, your bank details are saved and will begin verification (which typically takes a few minutes).
Verifying your bank 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!