Skip to content
English
More support
Visit C2 Accounting & Business Support, LLC
  • There are no suggestions because the search field is empty.

How to Add an Accountant User to Bank of America Business Account

Step-by-step instructions for securely granting your accountant access to your Bank of America business account.

Bank of America account management enables streamlined shared access to your accounts.
 
To add an accountant to a Bank of America business account, log in to the Small Business online banking portal, go to "Account Permissions" or "Manage Users," and select "Add User". Enter their details, assign "view-only" or "read-only" access to specific accounts, and create a unique ID for them. 
 
 

📽️VIEW:  Account Management: How to set up a sub-user

 
Steps to Add an Accountant User (Bank of America):
  1. Log In: Sign in to your Bank of America Small Business account.
  2. Navigate to User Management: Select the "Small Business" tab, then go to Account Permissions or Administration > User Management.
  3. Add User: Click Add New User.
  4. Enter Details: Enter the accountant's name and email address.
  5. Assign Access Rights: Choose "View Only" or "Read-Only" permissions, allowing them to see statements and transactions without the ability to transfer funds.
  6. Finalize: Save the new user details. The accountant will receive an invitation to create their own credentials. 
It is recommended to use the "Account Management" feature to control user access levels securely, ensuring they can only view, not transact.