How to Give Accountable Numbers Access to Bank Accounts and Credit Card Websites
Here are a few suggestions to facilitate a seamless and rapid transfer of data from bank, credit card, and e-commerce platforms.
Add Accountable Numbers as a user to your online banking portal.
- Depending on your bank, you may have the option to grant access through your bank’s website. You can log in to create a new user and adjust the access level. Otherwise, you may have to contact your banker to give us authorized access.
- To perform bank reconciliations, we need to be able to export bank transactions, view check images, and pull PDF statements.
- If asked, please use service@accountablenumbers.com as the email address for our user account.
Sign in to your credit card online accounts and add Accountable Numbers as a user.
- We need access to view and export transactions, and pull PDF statements.
- If asked, please use service@accountablenumbers.com as the email address for our user account.
Prepare a list of any other platforms your company uses for spending and receiving money.
- We will request access to these accounts as well, so it is helpful if your team has already created a list of all platforms.
- Examples: Credit Card Merchant Banks, Square, Shopify, online giving portals, Bill.com, Venmo, PayPal, etc.
![](https://static.zohocdn.com/zoho-desk-editor/static/images/lights.png)
Note: When setting up our profile on your these websites, please disable the ability for our team to make bank transfers (both internal and external). This is a control we put in place to protect our clients and our employees.
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