Signing Up for MONE$Q & Linking Bank Accounts (Merchant Applications) – MONESQ

Overview

The following steps will walk you through getting signing up for your MONE$Q Free Account.

Sign Up

Please use the email address associated with your law firm’s domain (for example, 'name@mylawfirm.com'). If you do not have an email address associated with your law firm's domain, please email support@monesq.com and request an exception.

Choose a secure Password (at least 8 characters and at least one of each of the following: uppercase letter, lowercase letter and number).

If you have a discount code, click "I have a promo code" and enter it.

When you're ready, click "Agree and continue"

Email confirmation

Check your email and click on the button to 'Activate account' to continue your registration. If you do not receive an email from us please check your spam folder.

If you attempt to sign in before you have verified your email, you will be presented with the following screen. You may click the 'Send verification email' button to initiate another verification email. If you cannot find your verification email, please contact our support team at support@monesq.com or by calling 888-568-5068.

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Tell us a little about you, and click 'Save & continue':

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Select your plan.

Select the solution that best fits your firm's needs. If you select 'Free,' you can upgrade at a later date by contacting support@monesq.com. Select plus to add time and expense tracking, matter management, event, task or deadline calendar entries, trust accounting, and enhanced QBO integration.

Begin setting up your account by clicking 'Get Started'

Welcome to the MONE$Q dashboard!

You may begin using many of the features of your MONE$Q Plus account right now. However, to complete your setup and start using MONESQ fully, you must link your operating account. To do so, click the blue "Complete your account setup" button in the top right.

Linking your operating account

One you click 'Complete your account setup' you will be presented with your merchant application screen. This links your operation account and allows you to start accepting online payments once approved.

Business Information

Populate your business information here. Be sure to use your legal business name, the name that appears on your official documentation and bank account. Your federal tax ID should be your government supplied EIN, or your social security number if you are a sole proprietor.

Business address

Bank account information

Enter your operating bank account information here:

Control person & owners

A control person is a person with significant responsibility to control, manage, or direct the merchant entity. Examples include managing partner, managing member, general partner, or any other individual who regularly performs similar functions. Each firm must have a control person identified. This person may or may not be an owner.

You must also ensure that each person owning more than 25% of the business is listed in your merchant application If you need to add additional owners, click the green '+' button:

When you're ready, click 'Link operating account'

Terms & conditions

Agree to Terms and Conditions by checking the box to certify that you have read and agree to the Credit Card and ACH terms and conditions:

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Click the button 'Agree and Finish'.

Please don't close the page after you click the 'Agree and Finish' button. You will be automatically redirected within 15 seconds.

Congratulations! Your application has been successfully submitted. Most applications are approved within a few minutes. Once approved, you will receive a confirmation email.

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Click 'Ok.'

Linking your Trust account

If you mange trust accounts, we highly recommend using MONESQ Plus, but whether you are using MONESQ Free or MONESQ Plus, linking your trust account will allow you to send trust deposit invoices and receive payments directly into those accounts in compliance with IOLTA and ABA rules.

Follow the banner instructions at the top of the Dashboard to finish an additional merchant application for your trust account:

If you skipped this step and do not see setup instructions, select 'Settings' from the left navigation bar and then the accounts tab:

You may now begin using your MONE$Q Free Account. See the article Getting Started Using your MONE$Q Free Account for additional steps.

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