Step 1. Navigate to Banking > Manage Bank Account
Step 2. Use the Search fields to locate the correct Bank Account.
Step 3. Click the Pencil icon to open the record.
Step 4. Click the Verify Account button in the Bank Integration section to initiate the verification process.
NOTE- Once the bank account has been linked, the bank association Id will become a hyperlink that will open detailed bank account information.
Step 5. Click the Enable Lockbox checkbox to activate this feature.