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Reasons to Grant Your Accountant “View Only” Access

Looking at your bank statement is the best way to gather accurate information regarding expenses, income, and cash flow for bookkeepers.   We'll assist you in this process.

You can grant customers access to your Bank of America account by upgrading your online banking account to include Account Management. Using this add-on, you can create an individual account access level and allow a small business accountant to view and manage accounts for your different businesses.

Pro Tip: The Account Management feature of Bank of America also allows you to integrate Quickbooks to your account. By integrating, you can synchronize transactions between your bank and your Quickbooks account in real-time!

Chase Bank allows you to customize access for business accounts.  You can choose to add someone as an AUTHORIZED USER with limited access.

This will allow bookkeepers to view transactions, balances, and other details on selected accounts.

To activate this feature:

• Login to your Chase Bank online using your business user ID
• Click on "Account Management"
• Click on "Access & Security Manager"
• Click "Add Authorized User"
• Fill in the User information
• Choose the account you want to give view only access to.
• Choose ONLY "See check images" AND "See statements and documents"
• Click "Submit"

U.S. Bank allows you to share customized access for business accounts using the “Shared Access” feature. You can select “View Only.” This will allow accountants to view transactions, balances, and other details on selected accounts.

U.S. Bank provides detailed history reports that allow you to keep tabs on Shared Access users as the Shared Access administrator. To activate this feature:

• Login to U.S. Bank online using your business user ID
• Find the “I’d Like To” menu located on the left side of the page and choose Managed Shared Access
• Or you can click “Customer Service” and then select Shared Access

With Wells Fargo, you have the power to give an accountant or bookkeeper "View Only" bank account access through Wells Fargo’s Account Access Manager.

When you visit the Wells Fargo page, navigate to the small business section. From there, select “Account Access Management.” You will see an overview of employees who have been added to your account. You have the ability to remove authorized signers and grant individuals online “View Only” access to one or multiple accounts.

Wells Fargo recommends that you review who has access to your account frequently and make adjustments to align with your current needs.

To permit a secondary user to view your American Express business account, you need to set up their account with Amex’s Account Manager feature. With this functionality, you can provide your bookkeeper a Limited Access to your bank records. You can modify your user privileges by going to My Account > User Administration and clicking on View/Modify to create view only bank account access. You will then be directed to a view where you can change these settings.

PayPal offers a Managed Users feature to its customers with a business account. This allows you to create multiple logins and determine the level of access users have. This feature gives up to 200 individuals access to your PayPal account. Each person has their own login ID and level of authority.

When working with Capital One as your bank, you will need to use their Treasury Management feature to limit your accountant’s viewing access. With this feature, you can adjust the access settings of your authorized users.

At Fidelity Investments, you can give your bookkeeper access to your accounts with one of four permissions. These permission-levels include Inquiry, Limited, Full, or POA. The Inquiry access will limit privileges to view only bank account access so you accountant can see your balances and tax forms.

Only business accounts in PayPal can provide access to additional users. With the same account, you can limit the access of these users using the Accounts & Security section of Paypal. In this section, open “Account Access” then click “Update” besides the “Manage Users” section. After doing this step, you can now change the permissions you grant your authorized users.

• Navigate to “Account Access”
• Select “Update” under the section “Manage Users”
• Choose “Add User”
• Input the user’s information and choose only the privileges you want the user to have. Click “Save”