As an Airbase Partner, you can access the customer’s Airbase account and complete the onboarding process on their behalf. This will save the time it takes to get the customer set up in Airbase.
Before you initiate the onboarding process for the customer, they should conform to the prerequisites listed here.
To initiate the onboarding process for the customer, go to the Customers > Pending page. Hover over the customer and click Go to Airbase. You will be redirected to the customer’s Airbase account with the access of an Airbase Admin.
Airbase onboarding process is segmented into three steps:
1. Submit Details for Verification.
Read this article to learn how to submit the KYC details in Airbase.
2. Configure general ledger.
Airbase will book the transactions with the customer’s GL. You need to configure the GL with Airbase to get started.
On the onboarding screen, click Set Up GL to initiate the process. You will find the list of all five GLs supported by Airbase. Click Connect next to the customer’s GL.
The following articles will help complete the GL configuration in Airbase:
Support for QuickBooks Desktop, Xero, and Sage Intacct is available for an additional charge. Please refer to the customer's pricing plan before proceeding.
3. Set up bank account.
Setting up the customer’s bank account in Airbase will assist in moving funds to pay vendors.
Click Set up Bank Account to get started with the process.
There are two ways to do this:
1. Instant bank account verification
You can instantly verify your bank account details and set up your bank account without any delay. The account verification will be done via Plaid.
2. Bank account verification via ACH
You can manually enter your bank account details and Airbase will verify them. It will take three to four business days to complete the verification.
Step 1: Allow ACH debits.
Airbase initiates an ACH debit transaction to pull the funds from your bank account to pay your vendors. However, Airbase needs to verify the customer’s bank account before moving funds. For verification purposes, Airbase will make three small transactions — two micro-deposits and the sum of the deposits will be withdrawn.
Some banks provide the ACH Positive Pay security feature that blocks or authorizes certain accounts to pull funds through ACH debits. Share this article with the customer and ensure their Airbase accounts are whitelisted by the customer before you proceed.
Step 2: Enter bank account details.
Enter your bank account details on this screen:
- Account Type.
- ACH Routing Number.
- Account Holder Name.
- Account Number.
Once the account details are entered, click Next to continue.
Airbase will initiate two micro-deposits of less than $1 in value.
Step 3: Verify micro-deposits.
The micro-deposits from Airbase will take one to two business days to transfer. The transaction description may contain 'MQ ABSE.'
Check with the customer and verify the deposits have come through. Enter the amounts of the transactions on the verification screen. Click Verify to complete this step. If this step fails, please retry. However, if you’re unable to proceed after retrying twice, reach out to the Airbase Onboarding team.
Step 4: Load money to Airbase.
Airbase Virtual Cards and Physical Cards require amounts to be pre-loaded to Airbase. Set up Auto-load to ensure the customer’s Airbase balance does not go below the threshold amount. This step is optional.