Before you can send a payment from a bank account, you need to match the bank account in Routable to a bank account in your connected accounting software. Matching bank accounts between Routable and your accounting software ensures that your Routable payments are recorded in the correct GL accounts.

Before you start

1. Ensure Routable is connected to your accounting software
   • Oracle NetSuite: Setting up your integration
   • Sage Intacct: Setting up your integration
   • QuickBooks Online (QBO): Setting up your integration
   • Xero: Setting up your integration
2. Ensure your bank accounts are added to Routable →

Matching bank accounts

1. Navigate to your Account Settings > Integration page
2. Scroll down to the Bank accounts section
3. Ensure that the Unmatched filter is selected
   
4. In the Accounts you need to match..., identify the bank account you want to match in the Routable account column
   
5. In the Accounting software account column, use the dropdown to select your accounting software bank account GL account that you want to match to you Routable bank account
   
6. Click Confirm to confirm the match
   

If you ever want to review your matched bank accounts, click the Matched filter.

If you recently added a bank account GL account to your accounting software and that account is not available in the Accounting software account dropdown, re-sync your connection then matching again.