Add Direct Deposit to a Bank Account

Enter the information your bank provides to set up direct deposit to an existing bank account you use when payroll's run.

If you're new to direct deposit or have recently changed banks, contact your bank to make sure you can manually upload ACH files to them before you enable direct deposit, and complete any forms they require. You must have accounting administrator permissions to perform this task. You must also own Realm Payroll to do this.
  1. Click Accounting > Ledger Setup > Bank Accounts.
  2. Beside an existing bank account, click Add Direct Deposit.
  3. Complete all fields with the appropriate information. See our direct deposit field descriptions (linked below) to see what each field means.
  4. Click Save.