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Stripe Connection

How to Set Up and Connect Your Stripe Account to PbN

Emily McClendon avatar
Written by Emily McClendon
Updated this week

1. Navigate to Stripe Settings: Go to Settings > Connect to Stripe.

2. Login or Create a Stripe Account:

  • On the Stripe login page, enter your current email address.

  • If you already have a Stripe account, you'll be prompted to enter your password.

  • If you don't have an account, you can create one by setting a password.

3. Secure Your Account:

  • Enter your mobile number for security verification.

  • You'll receive a text message with a code.

4. Enter Verification Code:

  • Input the code you received via text message.

5. Receive Backup Code:

  • After entering the verification code, you'll receive a backup code for additional security.

6. Enter Business Details:

  • Provide your business address and type.

7. Enter Additional Business Details:

  • Fill in information such as Business Name, EIN, Doing Business As (DBA) name, and industry.

8. Enter the Account Owner's Details:

  • Provide personal details for the account owner.

9. Enter Bank Account Information:

  • Input your bank account details.

10. Enter Customer Support Information:

  • Provide information about your customer support and payment descriptors.

11. Review and Submit:

  • Review all the information on the Review Details page.

  • If everything is correct, click Submit at the bottom of the page.

Your Stripe account is now connected to Practice by Numbers.

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