![]() You will need to enroll in BB&T’s Small Business Online program if you wish to give your bookkeeper view only bank account access. By integrating, you can synchronize transactions between your bank and your Quickbooks account in real-time! BB&T ![]() Pro Tip: The Account Management feature of Bank of America also allows you to integrate Quickbooks to your account. 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. You can grant customers access to your Bank of America account by upgrading your online banking account to include Account Management. You will then be directed to a view where you can change these settings. 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. With this functionality, you can provide your bookkeeper a Limited Access to your bank records. 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. Assign their level of access by choosing “Assign access” Choose the accounts a new user can access. ![]()
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