Can my Bookkeeper See my Receipt Bank account?

If you run a small business and outsource your bookkeeping, it’s important to know how to give your bookkeeper access to your Receipt Bank account. Allowing him or her access to this account lets your bookkeeper be able to make sure that they are keeping as up to date as possible on any and all account spending that your business may be doing. But how can you allow them access?


Follow these steps first


First, go to the Receipt Bank web app and login with your business’s username and password so that you can start the process of allowing your bookkeeper access. Once you are logged into Receipt Bank, find the “account details” tab on the left hand side (the “dark side,” if you will) and use it to open your account settings. Then, at the bottom of that page, locate the option for giving account access to your “accountant.” Obviously, this works the same with bookkeepers. It should say that you are allowed to “grant access.” It also provides you with two options, depending on whether or not your bookkeeper has his or her own account already. If they’re new to Receipt Bank, they will receive an invitation so that they can sign up prior to proceeding. It also reminds you what access grants them : they will be able to add new items, edit items, and extract/push data from your business account. Take these responsibilities seriously and really make sure you believe your bookkeeper is capable of handling all of them. See more:


Then what?!


After you’ve read through all of the above information and clicked through, the next screen will allow you to input your bookkeeper’s information/email address. Just enter it into the provided box and click the green continue button. If your bookkeeper already has an account, they will immediately have access and will be able to see your business’s details under their own Receipt Bank dashboard. It will ask you to verify your company name, personal name and telephone number before you click “grant access.” If they don’t, the email will be sent to them and it will be up to them to follow up, sign up with Receipt Bank and get connected with your account.


What are the benefits of Receipt Bank?


Receipt Bank is an excellent resource, not only for bookkeepers. It’s been around since 2010 and is specifically for small businesses to help them manage their accounting needs. The tech they provide helps streamline and automate the bookkeeping process by providing a better accountant-client relationship. If you don’t already use it, opening an account is highly suggested. They have a variety of price options that vary between $25 and $220 a month, depending on how many items you plan to have monthly. They also offer a 14-day free trial if you want to see if it’s a good fit for you and your bookkeeper.


If you own your own small business, you more than likely use Receipt Bank. By providing your bookkeeper access, you open up a more dynamic accountant-client relationship and increase your potential to streamline your financial needs. See more this site: