Have more security and control
Streamline your accounts with seamless QuickBooks® integration.
Account ManagementFootnote1 allows you to perform your Small Business Online Banking tasks securely and efficiently within QuickBooks®. You can also use this tool to delegate the access levels of your accountant and eligible employees.
Other features include:The power to grant customized access to your accounts
- Establish individual account access levels
- Single view of all the users "on" and "off" your account
- Enjoy increased flexibility: For example, you can allow an employee to view details of one account for specific business needs and allow your accountant to view details of all accounts
- Expanded administrator and account settings
- Manage accounts for multiple businesses
- Use Bill Pay to allow users to make one-time payments to existing payees, from only the accounts you specify
- Transfer funds between different business entity accounts linked to your profile
Try it with no monthly fee for three full months, with no obligation.Footnote1 That’s a value of $15 a month; a total of $45. Plus, there’s no monthly fee for Account Management with Business Advantage checking accounts.
Delegate and control your account access
Watch this video to see how with Account Management.
- Chapter 1: Rachel's story
- Chapter 2: How to add users
- Chapter 3: How to manage users
- Chapter 4: How to view multiple entities
Onscreen disclosure 1: Hypothetical small business owner. Not representative of any specific client experience.
Onscreen disclosure 2: Monthly and other fees may apply. See product and pricing details link at the end of this video.
Rachel: I grew up in my Nana's kitchen, watching her bake. She would always say, "food is love."
When I opened my first bakery, that was my mantra. But running a business is a lot of work. The inventory, working with vendors, the long hours—it takes a toll. So I started using Account Management from Bank of America.
I want to be in my kitchen, not in an office. And that's what Account Management helps me do. It's the perfect recipe of control and flexibility.
Now I can jump right into QuickBooks® from my bank account and I can give my accountant Dan access to any account he needs.
First I log in to my account. Then I click on the Business Services tab and select Add New User under Account Management. The User Management screen displays and I can add multiple users and provide them with access to my account.
To add a new user, I click Add New User and create a unique online ID and password for each user. To save time, I can copy the account access of another user or delegate access to my accounts on a later screen. I can also make a user an administrator or increase the security of my accounts by adding SafePass.
As the business owner, I can set several General Services settings, such as Full Access BillPay, Payroll Services, and Express Invoicing. These options allow the user I add to perform the functions listed on my behalf.
Now I select the accounts I want to give the new user access to. Turning the account "on" gives the user the ability to view balances and account activity, and additional access can be granted by selecting the transactional settings below.
Once I've added the New User, I click "Finish."
With these simple steps, I can add and grant a new user with customized rights to my accounts.
And it's easy to manage user accounts, too. Let's talk about that next.
It's easy to access and edit information about my authorized users. I just click on the Business Services tab and the Overview screen will display with a list of all the users that have access to my business accounts.
To change an authorized user's status and information, I click View/Edit and the User Profile page will appear. From this page, I can make changes to User Information; including User's Full Name, Online ID and Passcode. I can also remove a user's administrator rights or edit the SafePass settings for the user. And if I want to change access to Accounts or Services for a user, I click "Continue to Accounts and Services" at the bottom of the page.
Now I can edit access to accounts and services for the user. And once I have completed the update, I click Finish.
If I want to delete a user account, that's easy. From the User Profile screen I click Delete. Then I am directed to the Delete User screen. I confirm that I intend to delete this user by clicking Continue.
And that's how simple it is to Manage Users. But I can also link all of my Bank of America Business and Personal accounts into one profile. And that makes it easy to manage my finances.
With Account Management, I can link all of my eligible Bank of America Business and Personal accounts into one profile. This is especially helpful for me since I own more than one business. Now I can view my separate business accounts and transfer funds between business entities with one sign in.
Once I've linked my accounts I can view accounts for my separate businesses, all at a glance. With a single sign-in I can consolidate my eligible personal and business accounts and split business and personal accounts in distinct sections on the same page for easy viewing.
Plus, I can use QuickBooks® to download my account activity, make payments, and transfer funds. And that saves me time and reduces the possibility of error.
With Account Management, viewing all my accounts is just one click away.
Nana would have loved to see how my treats make people so happy. And it's nice that my bank helps me run my business so that I can bake with love like she did. Who knew Bank of America could help make life so sweet?
Voiceover: A Bank of America small business checking account and enrollment in Small Business Online Banking is required. There's no monthly fee for Account Management for Business Advantage customers. Call today and enjoy the safety and security you can expect from Bank of America. Or enroll online in a few easy steps.
To enroll, follow 3 easy steps
1. Sign into Small Business Online Banking
2. Select Account Management and click "sign up now"
3. Review and agree to terms and conditions and click "enroll"
Or call 866.543.2808, Monday-Friday, 8am-10pm ET
Special offers may now be available.
QuickBooks, Intuit and the Intuit logo are registered trademarks of Intuit Inc., used under license. Bank of America and the Bank of America logo are registered trademarks of Bank of America Corporation.
Bank of America, N.A. Members FDIC. © 2014 Bank of America Corporation.
The monthly fee for Account Management is $15, however there's no monthly fee with Business Advantage Checking. Small Business Online Banking requires Internet access, and Internet service provider fees may apply.
Certain banking and brokerage accounts may be ineligible for transfers, including but not limited to transfers to/from bank SafeBalance Banking™ accounts. Accounts eligible for transfers will be displayed online in the to/from drop down menu on the transfer screen.
QuickBooks®, Intuit and the Intuit logo are registered trademarks of Intuit Inc., used under license. Bank of America and the Bank of America logo are registered trademarks of Bank of America Corporation.
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Bank of America, N.A. Member FDIC. © 2014 Bank of America Corporation