Skip to content
English
Submit a Support Ticket
  • There are no suggestions because the search field is empty.

How to Create Multiple Balance Accounts Simultaneously

This guide explains how to create multiple balance accounts in bulk and complete the financial setup for each account.

Use this process when you need to create several balance accounts under the same Merchant ID.

Before You Begin

  • Ensure you have access to the NOQ Backend Portal

  • Confirm you have permission to edit Merchant ID settings

  • Decide whether all accounts will share the same transfer and payment settings

Part 1: Create Multiple Balance Accounts

Step 1: Log in to the NOQ Portal

  1. Log in to the NOQ Backend Portal.

  2. From the sidebar, navigate to:
    Business Settings → Merchant ID

Step 2: Open Balance Accounts

  1. Under the Balance Accounts column, click the pencil icon.

  2. Click the Create Balance Account dropdown.

  3. Select Multiple Balance Account.

Step 3: Specify the Number of Accounts

  1. Enter the number of balance accounts you want to create.

  2. Click + Add Accounts.

The system will automatically generate the corresponding number of rows.

Step 4: Configure Account Details

Each row represents one balance account.

Enter Account Names

  • Provide a Balance Account Name for each row. This is how it will appear on your bank statement.

Option A: Apply the Same Settings to All Accounts (Bulk Assign)

If you want to apply the same values (such as Transfer Instrument or other fields):

  1. Use Bulk Assign Values from the right-hand sidebar.

  2. Select the field you want to apply the same value to.

  3. Choose the required value.

  4. Click Apply to all accounts.

This is recommended when creating multiple accounts with identical configurations.

Option B: Assign Different Settings Individually

If each account requires different values:

  1. Select values manually from the dropdown fields for each row.

  2. Review all entries carefully.

  3. Click Create Balance Account.

Step 5: Confirm Account Creation

Once submitted, the new balance accounts will be successfully created.

 

⚠️All fields are mandatory when creating balance accounts, especially the Transfer Instrument. If you do not select a Transfer Instrument, you may not receive your payment. Always double-check all details before proceeding.⚠️

Part 2: Complete Store Financial Setup

After creating balance accounts, you must link them to stores.

Step 6: Access Store Financial Setup

  1. Click the three dots next to any newly created balance account.

  2. Select Store Financial Setup.

The Account Details tab will be automatically populated.

Step 7: Link a Store

  1. Scroll to the Link Store tab.

  2. From the dropdown, select the store you want to configure.

Note:

  • Only stores with incomplete financial setup will appear.

  • Stores with only one payment type configured may also appear.

Step 8: Configure Payment Types

Depending on the selected store:

If the Store Has One Payment Type Configured

  • The payment type will automatically populate.

If the Store Has No Payment Type Configured

  1. Select the checkbox for:

    • In-person Payments (for terminal payments)

    • Online Payments (for online transactions)

  2. The available payment methods for the selected type will auto-fill.

  3. To remove a payment method, click the cross (×) next to it.

Step 9: Create Store ID and Save

  1. Click Create Store to generate the Store ID.



  2. After the Store ID is created, click Save Financial Setup to complete the configuration.

Important Notes

  • Bulk Assign is recommended for faster setup when accounts share identical configurations.

  • Always review account names and payment settings before clicking Create.