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.
Finished!
What our Clients are saying
Darryl M.
Latrice S.
Lacretia C.
Jennifer B.
Latest Blog
Hiring a CPA for Your Firm: Things to Know
Are you considering hiring a CPA for your law firm? Here are five things you need to know before making your decision. First, CPAs can help you save money on taxes. Second, they can help you manage your finances and keep track of your expenses. Third, they can provide...
Take Your Law Firm Finances To The Next Level
As a law firm owner, you know that in order to be successful, your finances need to be on point. But sometimes it can be tough to know where to start or what changes need to be made. If you're looking for ways to take your law firm finances up a notch, read on for...
Law Firm Forecasting: Short- & Long-Term
What's the forecast for your law firm? And no, we're not talking about the weather. Instead, we're talking about your business - where do you see it going in the short-term and long-term? Also, do you have a plan in place to make sure that you reach your goals? If...
Could Your Business Benefit From A Cash Flow Analysis?
Are you looking for ways to improve your law firm's cash flow? If so, you may want to consider conducting a cash flow analysis. A cash flow analysis can help you identify areas where your firm could save money or bring in more revenue. It can also help you plan for...
