Connect an Online Bank Account to Receive ACH Payments

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.
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.
    By default, your company's banking information is safeguarded behind two-factor authentication.
  4. Select Send Code and verify your identity by responding to the two-factor authentication prompt.
  5. If not already completed, enter your Employer Identification Number (EIN) and select your Business Type.
  6. Select Save.
  7. If you are entering new banking information, select the trash can icon to remove the existing entry.
  8. Select Link your account with plaid.
    An informational message appears about Plaid.
  9. Select Continue.
  10. Search for and select your banking institution.
  11. To be redirected to your bank's website, select Continue.
  12. Log in to your bank.
  13. Choose which account should receive the payments you request using Trimble Pay.
  14. 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.