Provide view-only bank access to your accountant

Sugam Sharma

How to Grant ClearBooks CPA View-Only Access to Your Bank Account?

• To help us review your books accurately, we may ask you to provide view-only access to your bank or payment account. This lets us see transactions, balances, and statements, while keeping your account secure.
• Important: Please grant view-only or read-only access only. Do not share your personal login credentials. The source guide also notes that steps may vary depending on your bank’s current website.

Wells Fargo:

1. Sign in to your Wells Fargo account.
2. Go to the small business section.
3. Select Account Access Management.
4. Find the option to add or manage users.
5. Add your accountant as a user.
6. Give them View Only access to one or more accounts.
7. Review access regularly and update it as needed.

U.S. Bank:

1. Log in to U.S. Bank using your business user ID.
2. Open the I’d Like To menu on the left side of the page and choose Managed Shared Access.
3. You can also go to Customer Service and then select Shared Access.
4. Add your accountant as a user.
5. Choose View Only access.
6. Confirm they can view selected account details, transactions, and balances only.

Chase Bank:

1. Sign in to your Chase account.
2. Choose Account Management.
3. Select Access & Security Manager from the drop-down menu.
4. Click Add New User.
5. Complete the requested user information.
6. Choose which accounts the new user can access.
7. Select Assign access and give view-only or limited access only.

American Express:

1. Sign in to your American Express business account.
2. Go to My Account.
3. Select User Administration.
4. Click View/Modify.
5. Add or update the secondary user.
6. Set the user’s access to Limited Access so they can view records only.

Bank of America:

1. Sign in to your Bank of America online banking account.
2. Upgrade your account to include Account Management, if needed.
3. Open Account Management.
4. Create a separate access level for your accountant.
5. Limit access to the accounts they need to review.
6. Make sure the access level is view-only or as limited as possible.

Capital One:

1. Sign in to your Capital One business banking account.
2. Go to Treasury Management.
3. Open the user access or permissions settings.
4. Add your accountant as an authorized user.
5. Adjust the settings so they have viewing access only.

PayPal:

1. Make sure you are using a PayPal Business account.
2. Sign in to PayPal.
3. Go to Account Access.
4. Select Update under Manage Users.
5. Choose Add User.
6. Enter the user’s information.
7. Select only the privileges you want the user to have.
8. Click Save.

Regions Bank:

1. Sign in to your Regions Bank account.
2. Open People and Permissions.
3. Create a user account for your accountant.
4. Assign permissions that allow view-only access.

PNC Bank:

1. Sign in to your PNC Bank account.
2. Go to Cash Flow Insight.
3. Create a user account for your accountant.
4. Give them permission to view financial transactions only.
5. Confirm they do not have transaction or account-change access.

SunTrust:

1. Sign in to your SunTrust account.
2. Go to Online Cash Manager.
3. Set up a user account for your accountant.
4. Give them access to view bank statements.
5. Limit their permissions so they only have the access needed.

BB&T:

1. Enroll in BB&T Small Business Online, if you are not already enrolled.
2. Open the business services menu.
3. Click Multiple User Access (Subscribe).
4. Add your accountant as a user.
5. Limit the user to view-only access.

Live Oak Bank:

1. Contact Live Oak Bank Support by website, email, or phone.
2. Let them know you want to give your accountant view-only access.
3. Ask how to set this up in their online banking system.
4. Log in and look for options such as Manage Users, User Access, or Account Permissions.
5. Add your accountant as a new user.
6. Enter their name and email address.
7. Set their role to View-Only or a similar option.
8. Have your accountant complete any email setup or identity verification steps.
9. Review access regularly and remove it when no longer needed.

 

The source page notes that these steps for Live Oak Bank are general guidelines and the actual process may vary.