--- title: How to Add an Accountant User to Bank of America Business Account description: Step-by-step guide to adding your accountant or bookkeeper to your Bank of America business account with secure, view-only, or read-only access. --- [Skip to content](https://help.c2-acctg.com/knowledge/how-to-add-an-accountant-user-to-bank-of-america-business-account#main-content) English Show submenu for translations [![Wide C2 Accounting Logo.png\]](https://help.c2-acctg.com/hs-fs/hubfs/Wide%20C2%20Accounting%20Logo.png?height=50&name=Wide%20C2%20Accounting%20Logo.png)](https://c2-acctg.com/) - [Client Portal](https://app.financial-cents.com/cp/c2-accounting) - [Blog Posts](https://c2-acctg.com/blog/) Open main navigation Close main navigation - [Client Portal](https://app.financial-cents.com/cp/c2-accounting) - [Blog Posts](https://c2-acctg.com/blog/) - English Show submenu for translations Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.c2-acctg.com/knowledge?hsLang=en) 2. [Banking](https://help.c2-acctg.com/knowledge/banking?hsLang=en) 3. [Banking Access Setup](https://help.c2-acctg.com/knowledge/banking?hsLang=en#banking-access-setup) # 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](https://www.bankofamerica.com/smallbusiness/online-banking/account-management/), 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](https://promo.bankofamerica.com/digital_banking_demo/sb/onlinesetupsubuser)   **Steps to Add an Accountant User ([Bank of America](https://www.google.com/search?q=Bank+of+America&oq=add+accountant+user+to+bank+of+america+business+account&gs_lcrp=EgZjaHJvbWUyCQgAEEUYORigATIHCAEQIRigATIHCAIQIRirAjIHCAMQIRifBdIBCTEzNjcxajBqOagCBrACAfEFKyy1oJM1Jb4&sourceid=chrome&ie=UTF-8&mstk=AUtExfDC7qF7He0Y4agIevc_1MPDl-hryZoc3RHfJ__R7SNcAxxC8XIdNLyYKBa3Q5zoAhiEK0ND1mqcAQ0P7pEr0WgmwpylNRGakuwCw3vsxDzDongem3ZyAaOxuU943QkqjT28eVdLbQ552AuvKLKI4bJ8RT65aaOfC4wvd3GRl17-tOk&csui=3&ved=2ahUKEwjJkMPj57GSAxUug4kEHcbvCh8QgK4QegQIAhAB)):** 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.  - [QuickBooks Online](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#main-content) - [Expense](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#expense) - [Banking](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#banking) - [Income](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#income) - [Sales Taxes](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#sales-taxes) - [Reports](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#reports) - [Refunds](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#refunds) - [QuickBooks Reports](https://help.c2-acctg.com/knowledge/quickbooks-reports?hsLang=en) - [Banking](https://help.c2-acctg.com/knowledge/banking?hsLang=en#main-content) - [Banking Access Setup](https://help.c2-acctg.com/knowledge/banking?hsLang=en#banking-access-setup) - [Payroll](https://help.c2-acctg.com/knowledge/payroll?hsLang=en#main-content) - [Gusto Payroll](https://help.c2-acctg.com/knowledge/payroll?hsLang=en#gusto-payroll) - [Software](https://help.c2-acctg.com/knowledge/software?hsLang=en#main-content) - [Dext](https://help.c2-acctg.com/knowledge/software?hsLang=en#dext) - [Expenses](https://help.c2-acctg.com/knowledge/expenses?hsLang=en#main-content) - [Refunds](https://help.c2-acctg.com/knowledge/expenses?hsLang=en#refunds) - [Credits](https://help.c2-acctg.com/knowledge/expenses?hsLang=en#credits) - [Sales Tax](https://help.c2-acctg.com/knowledge/sales-tax?hsLang=en#main-content) - [Account Access](https://help.c2-acctg.com/knowledge/sales-tax?hsLang=en#account-access) - [QuickBooks Online](https://help.c2-acctg.com/knowledge/sales-tax?hsLang=en#quickbooks-online) - [Working with C2 Accounting](https://help.c2-acctg.com/knowledge/working-with-c2-accounting?hsLang=en) [![C2 Accounting & Business Support-01-2](https://help.c2-acctg.com/hs-fs/hubfs/Logos/C2%20Accounting%20%26%20Business%20Support-01-2.png?width=75&height=75&name=C2%20Accounting%20%26%20Business%20Support-01-2.png "C2 Accounting & Business Support-01-2")](https://c2-acctg.com/) C2 Accounting Help Center Copyright © 2026, C2 Accounting & Business Support, LLC ```json { "@context" : "https://schema.org", "@type" : "HowTo", "description" : "Step-by-step guide to adding your accountant or bookkeeper to your Bank of America business account with secure access permissions.", "name" : "How to Add an Accountant User to a Bank of America Business Account", "publisher" : { "@type" : "Organization", "name" : "C2 Accounting & Business Support", "url" : "https://www.c2-acctg.com" }, "step" : [ { "@type" : "HowToStep", "name" : "Log in", "text" : "Sign in to your Bank of America Small Business account." }, { "@type" : "HowToStep", "name" : "User management", "text" : "Navigate to Account Permissions or User Management." }, { "@type" : "HowToStep", "name" : "Add user", "text" : "Click Add User or Add New User." }, { "@type" : "HowToStep", "name" : "Enter details", "text" : "Enter the accountant’s name and email address." }, { "@type" : "HowToStep", "name" : "Assign access", "text" : "Choose view-only or read-only access (no transfers)." }, { "@type" : "HowToStep", "name" : "Save & invite", "text" : "Save and send the invitation to the accountant." } ], "tool" : [ { "@type" : "HowToTool", "name" : "Bank of America Small Business Online Banking" } ] } ```