Create PNC bank “view-only” access for Bookkeeping
Instructions for creating view-only bookkeeper access using PNC Bank and PNC credit cards.
That means we can log in with our own login credentials and only have limited access to bank statements, check copies, and ability to connect accounts to QuickBooks Online. This protects your accounts from anyone having access to make cash transfers or write checks.
To grant us “View only” access, follow the steps below:
- Log into PNC.com
- Click on the ‘Business Tools’ tab in the menu across the top of your screen and find the ‘Account Delegation” box.
- Click the ‘Add/Edit Sub Users’ button under ‘Account Delegation’
- Add our information to the Sub User form. You can use any user ID and temp password you’d like.
- Grant us access to ‘Accounts’ by checking the box
- Add access to all business accounts by checking the box next to each one. Don’t forget to include these check boxes below:
- Online Statements
- View images of checks and deposit slips
- Click ‘Save’ and email us the User ID you created, with the temporary password. We will log in and create our own password.
What our Clients are saying
If you're worried that the Employee Retention Tax Credit is expiring at the end of 2021, don't panic just yet. There is still time for businesses that haven't claimed the credit to do so. In addition, theIRS has released a new notice providing further guidance about...
One of the many tax planning strategies we use with our clients id the use of an accountable plan. This allow the firm to provide reimbursements for employee’s business expenses without having to pay payroll taxes on the disbursements. To ensure you’re all set without...
Do you ever worry that you have made a serious financial mistake when it comes to running your legal practice? The truth is, a lot of the self-employed attorneys I talk with struggle with the business side of things. If that sounds familiar, you’re not alone and I...
As a solo practitioner or law firm owner, you make hundreds of financial decisions every week about money, accounting, taxes, payroll, banking, etc. There comes a point where every law firm owner should lean on an experienced CPA for advice and guidance on maximizing...