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Connect an Online Bank Account to Receive ACH Payments

Modified: 18 Sep 2026 Trimble Pay Accounts Receivable Help

By logging in to your bank's website, you can quickly and securely designate the account which should receive payments from your general contractor.

  • You must be a company Admin to take these steps. If you need this role, you can request it from any current Admin. To review role definitions, see Company User Roles.
  • If you are making a change to an already-linked bank account, no future payments can be issued until the general contractor reviews and approves the new information.
  • To use or change bank accounts for payment, you must enable multifactor authentication (MFA) for your Trimble ID. For more information, see Set Up Your Trimble ID MFA Methods.
Note: If you want to link your bank account using your routing and account numbers and a series of micro deposits, see Connect a Bank Account to Receive ACH Payments - Manual.
To link a new bank account or make changes to an already-linked account:
  1. Log in using an Admin role.
  2. In the left-hand sidebar, select Company settings.
  3. Among the tabs at the top of the screen, select Payment info.
    Note: If you don't see payment information, you need to enable multifactor authentication (MFA) for your Trimble ID. For more information, see Set Up Your Trimble ID MFA Methods.
  4. If not already completed, enter your Employer Identification Number (EIN) and select your Business Type.
  5. Select Save.
  6. If you are entering new banking information, select the trash can icon to remove the existing entry.
  7. Select Link bank account.
    An informational message appears about Plaid.
  8. Select Continue.
  9. Search for and select your banking institution.
  10. To be redirected to your bank's website, select Continue.
  11. Log in to your bank.
  12. Choose which account should receive the payments you request using Trimble Pay.
  13. Follow the Plaid prompts to complete the process.
Trimble Pay sends your general contractor a notification to review the new/updated bank account. Once approved, all future payments will be directed to the bank account you've just designated.
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