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Accountant Access to your QuickBooks Online file

 

Login to your QuickBooks Online file from a computer (not mobile device). Click the Gear icon in the upper right corner, then select Manage Users. Click the Accounting firms tab, then the green Invite button. Use the email address provided to you for the QBO invite.

Provide "View Only" Bank Account Access to Your Accountant

 

Most major banks now allow you to provide your accountant/bookkeeper with their own login and credentials to your bank account online. This means the accountant can see statements, check images, and deposit images, but CANNOT make transactions or transfers, pay bills, or move money in any way.

Choose your bank below for instructions on granting "View Only" access. If your financial institution is not listed or does not match your specific type of account, call them directly to find out what options you have.

Select Your Bank:

Bank of America


Your online banking account must include Account Management to create an individual access level and allow an accountant view access. (Note: this feature also allows you to connect QuickBooks to your account for real-time synchronization of transactions between the bank and your accounting software!) https://www.bankofamerica.com/smallbusiness/online-banking/account-management/




BB&T


Enroll in BB&T's small business online program to grant view only account access. From the business services menu, select Multiple User Access (Subscribe). https://www.bbt.com/assets/docs/html/bbt-com/sbo/help/business-services.html




American Express (credit card)


You can add or modify user privileges by going to Account Services > Manage Other Users > Add or Remove Account Managers.




Capital One


You will need to use their Treasury Management feature to limit your accountant's viewing access.




Chase Bank


Access this feature using the Chase Access & Security Manager by signing into your account, then choose "Account Management". Select "Acess & Security Manager" from the menu, then chose the option to "Add New User". Complete the required fields, choose accounts, and asign access level.




Fidelity Investments


You have one of four permissions with Fidelity that include Inquiry, Limited, Full, or POA. The Inquiry access will limit privileges to view-only access so your accountant can see balances and tax forms.




PayPal


Only business accounts in PayPal can provide access to additional users. Limit access for the user by navigating to Accounts & Security > Account Access, select Update under the Manage Users section, choose Add User, and complete the information and choose access options.




PNC Bank


Offered under PNC Bank's Cash Flow Insight service.




Regions Bank


Login to your account and go to "People and Permissions" to create a limited view-only access user for your accountant. https://www.youtube.com/watch?v=xUAPnBz1jFE




SunTrust


Use SunTrust's Online Cash Manager option to create a view-only access user for your accountant.




Wells Fargo


Set up a view-only user for your accountant by using Wells Fargo's Account Access Manager. Click on Manage Access > Account Access Manager > Guest Users, then click the Add New User button.




TD Bank


You can setup users and control & assign roles that defind their ability to view and access accounts. Login to Online Banking and go to the "Users & Access" section. https://www.td.com/us/en/small-business/online-banking/




Seacoast Bank


Create multiple users with varying account access and capabilities while offering the ability to restrict access appropriately. https://www.seacoastbank.com/online-banking-login