Instructions on how to add me as a user on your bank or credit cards
How to add a user to American Express
Log in www.americanexpress.com
Click "Account Services" on the menu bar at the top of your American Express screen.
Click on "Manage Other Users"
Click the blue link that says "Add or Remove Account Managers”
Click the blue link that says "Add Account Manager”
Enter your security question response, then follow the prompts to add me as a limited access manager. Use the email address support@horizonwestbookkeeping.com for the new user setup.
How to add a user to Chase
Log in www.chase.com
Choose “Add new user” from the Access & Security Manager overview page. This will take you through these five simple steps:
Create a user ID
For each account, identify the level of access (“view only”).
For each account, identify if this user is authorized to approve transactions initiated by other users.
For each account, identify the services user is authorized to initiate (such as bill pay, wire transfers, ACH, etc.)
Check the box that allows me to connect to 3rd parties. This will allow us to re-connect your account in QBO.
Provide the user ID to us and Chase emails us a temporary password.
To add a user, the account administrator will need to provide the user’s first and last name, an email address, phone number, and the user's ID. Please use the following information: Sarah Quiggle, support@horizonwestbookkeeping.com, 407-680-0523
How to add a user to Wells Fargo
Log in www.wellsfargo.com
Click on Welcome in the upper right corner
Click Manage Access
Click Use Account Access Manager
Click on Guest Users tab
Click Add New User
Put in Sarah Quiggle and support@horizonwestbookkeeping.com as my email and create a username and password for me
Scroll down and choose View Only on the accounts you want to give me access to and click Submit
How to add a user in Truist
Log in www.truist.com
Click on Business Admin under your business name in upper right corner
Click on Create new user
Add in my name: Sarah Quiggle
Add in my email as support@horizonwestbookkeeping.com
Create a username and temp password for me.
Give me view only access
Send me the username and password
How to add a user in Bank of America
Select the Small Business tab
Select Account Permissions
Select Add new user
Enter my details (Sarah Quiggle, support@horizonwestbookkeeping.com) then select OK
On the left-hand side select Account & Services (or, select the Continue to Accounts & Services button)
Select which services the user will have access to.
Send me the username and password