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

Can You Guess How Long It Took Me To Generate 1 Million Dollars In My Firm?
It takes the average person 10 years to generate $1 million in their law firm, according to a new study. The study, which was conducted by the law firm of Jones Day, found that it takes an average of 10 years for a law firm to generate $1 million in revenue. The study...

How To Decide Which Cases NOT To Take
When should you turn down a case or refuse to take it on at all? There are a few instances where it is appropriate to do so. If you are already representing a client in a similar matter, it may create a conflict of interest. Additionally, if you do not have the...

How to Set Up and Keep Track of Your IOLTA
When it comes to trust accounts, keeping a record of amounts, transactions, and details is necessary. However, they can be confusing and complex, especially for new lawyers or firms. That’s why it’s ideal for keeping track of individual client funds. If you’re...

5 Easy Steps to Set Up Your Legal Trust Accounts
You may have already heard about trust accounting when dealing with finances. We all know that a trust legally designates a trustee asset management of a grantor who is either deceased or incapacitated. Trust accounting, on the other hand, records both the trust’s...