APX Onboarding

1. In Abacus Accounting, select File > Setup > Company Preferences to open the Company Preferences window. Then, select the Payment Setup tab.

2. Do one of the following:

   1. If APX has never been registered, Set Processor to Abacus Payment Exchange 2.0 (APX). Then, click Learn More / Apply Now.
      
      

   2. If APX was registered previously, click Migrate to APX 2.0.

3. The APX Get Started page appears. Click SIGN UP FOR FREE.
   
   

4. Enter information about your business and click Go To Step 2.
   
   

5. Enter information about the business owner and click Go To Step 3.
   
   

6. Add your operating and trust bank accounts.
   
   

   1. To add an operating or trust account using Plaid, click Add operating account via Plaid or Add trust account via Plaid. Follow the on-screen prompts to add the account.
      
      
      

   2. To add an operating or trust account manually, click Add operating account manually  or Add trust account manually. Enter the account information as prompted and click Add Operating/Trust Account.
      
      

   3. Once the accounts are added, click Go To Step 4.
      
      

7. Click the links to open and read the Bank Disclosure and the Merchant Terms and Conditions. Then, check to agree to the terms. Click Submit.
   
   

8. A notification that your APX application has been submitted appears. Close this window.

9. Check your email. You should have an email that verifies that your application was received.

10. Application approval can take up to 2 business days. To check the status of your application, select File > Setup > Company Preferences and select the Payment Setup tab. When your application is approved, click Enable Account.
    
    

11. The Payment Setup tab looks like this when APX is fully registered and ready for use.