1.) Select “Add checks”.
2.) Choose your file template. Select the account your checks are written from. Drag and drop the file into the upload file box. Click submit.
3.) Click on “Review & approve”
Until this step is completed your file will not be uploaded.
4.) Review formatting to be sure items uploaded with the correct information. Pay close attention to the dollar amounts. Click Approve.
5.) This message will be confirmation that the file has been uploaded.
