Application Process
- How do I open a Lili Business Checking account?
- What information is required during the application process?
- Do I need a driver's license or passport to apply?
- Can I apply for an account with an EIN instead of an SSN?
- How do I add my Business Name to my existing Lili account?
- What business types are supported by Lili?
Getting Started
- How do I access my Lili account?
- Where can I find my routing and account details?
- When will I receive my Lili card?
- How can I add money to my account?
- How can I set up ACH Transfer?
- What is Early Access for ACH Transfers?
Moving Money
- How do I add funds to my Lili account?
- What are my account limits?
- How do I pay my bills / suppliers / employees using ACH transfer?
- How do I deposit checks into my Lili account?
- How do I deposit cash into my Lili account?
- How do I link an external bank account to my Lili account?
Lili Plans
- How can I become a Lili Pro?
- What are the benefits of being a Lili Pro?
- What is BalanceUp?
- Is there a fee for using BalanceUp?
- What is my BalanceUp (overdraft) limit?
- How do I enroll and turn off BalanceUp?
Account Maintenance
- What types of account plans does Lili offer?
- Is Lili available on desktop?
- How do I change my email?
- How do I change my password?
- How do I change my personal or business address?
- How do I change my phone number?
Invoicing
- Does Lili offer invoicing?
- How do I create an invoice through Lili?
- Can I resend an invoice?
- Can I duplicate an invoice?
- Can I cancel an invoice after it’s been created?
- How can I have my invoices paid?
Tax Tools
- What is a Schedule C and how do I create one?
- How do I open a tax bucket, set up automatic tax savings and download a business statement?
- What is Lili's real time write off tracker and how do I use it?
- How do I categorize a transaction and change a work expense category?
- How do I get my tax refund deposited into my Lili account?
Lili Card
- How do I activate my Lili physical Visa card?
- Where can I find my card details (Digital Card)?
- How do I use my Digital Lili card?
- How do I add my Lili digital card to my Apple Pay / Google Pay account?
- How do I freeze my card?
- Why was my debit card transaction declined?
Account Transactions
- How do I see my card activity?
- How do I cancel a transaction that I made?
- What do I do if I don’t recognize a transaction?
- How can I transfer money from my account?
- How do I add a receipt to my transaction?
- What is the tip withholding amount?
Savings Account
App Center
- What is App Center?
- How do I connect my Lili account with Quickbooks?
- How do I sync Lili's data with QuickBooks?
- Where can I find my Lili transactions in QuickBooks?
- How much does QuickBooks cost?
- How do I link Cash App to my Lili Account?