Here is how to grant us access to your bank, credit card, payroll, and merchant accounts.

Please send all request to: HELLO@1ststepaccounting.com.

Skip to:

Bank

PNC bank:

  1. Log into PNC.com
  2. Click on the ‘Business Tools’ tab in the menu across the top of your screen and find the ‘Account Delegation‘ box.
  3. Click the ‘Add/Edit Sub Users’ button under ‘Account Delegation
  4. Add our information to the Sub User form. You can use the user ID “1stStep(last 4 digits of your phone number) and any temp password you’d like.
  5. Grant us access to ‘Accounts’ by checking the box
  6. Add access to all business accounts by checking the box next to each one. Don’t forget to include these checkboxes below:
  7. Online Statements
  8. View images of checks and deposit slips
  9. Click ‘Save’ and email us the User ID you created, with the temporary password. We will log in and create our own password.

Bank of America:

  1. Log in
  2. Go to Business Services
  3. Click ‘Add new users’ from the drop-down menu under Business Services.
  4. Add our user information in the User Profile, and click the tab on the left that says “Accounts & Services” to give me access to specific accounts.
  5. Click the account ‘On’ button to the right of each account you want the user to have access to. If it’s blue, then access is on. Make sure you click the checkboxes for access to view statements and check copies, please.
  6. Click the blue ‘Done’ button at the bottom of the accounts to finish the changes. Please email me with the User ID and temporary password once you’re finished.

Chase:

  1. Log into Chase.com
  2. Click on the ‘Account management’ tab at the top of your screen
  3. Choose ‘Access & Security Manager
  4. Click the blue button that says ‘Add authorized user’ at the top right of your screen and enter your information.
  5. Make sure you check the box for “Third-Party App Access” so we can connect it to QuickBooks Online.
  6. Check the boxes for the cards/accounts you want to give us access to (as shown below).
  7. Email me the USER ID once you’ve completed the setup. We will receive another email from Chase with a temporary password to login and create our own password.

Wells Fargo:

  1. Log into WellsFargo.com
  2. You can create a Guest User through Account Access Manager and assign view-only account access 

PayPal:
Click here for step by step tutorial

  1. Go to www.paypal.com
  2. Click on “Log In”
  3. Enter in your username and password and Click on “Log In”
  4. Click on “Account Settings”
  5. Go to Manage Users and Click on “Update”
  6. Click on “Add User”
  7. Add the following information and then Click on “Next”
    • First Name: Nayo Last Name: Carter-Gray Email: nayo@1ststepaccounting.com Confirm email: nayo@1ststepaccounting.com Create User ID: 1ststepNNNN (NNNN equals the last 4 digits of your phone number) Optional information: Mobile United States +1 855-487-8040
  8. Check “Access reports”
  9. Check “See Activity” and click on “Continue”
  10. Click on “Done”

For any other bank/credit card/PayPal accounts you may have to share your passwords via NordPass Premium (paid) or LastPass (free)


Point of Sale

Stripe:

To add a new team member:

  1. Log into the Stripe dashboard and navigate to Business Settings.
  2. Click Team.
  3. Select + New Member from the top right.
  4. Add the email address(es) of the team member(s) to invite to the Stripe account. Please use NAYO@1ststepaccounting.com
  5. Select the “View Only” role.
  6. Click Invite to send the invitation email.

CardPointe Statements:

  1. Login and go to Reporting menu (https://cardconnect.com/)
  2. Go to Statements.
  3. Click the date to download the monthly account statement.

Payroll

ADP Payroll:

  1. Log into ADP
  2. Hover over “Company” on the top menu bar
  3. At the very bottom, click “Authorization”.
  4. Click the green button that says “add”.
  5. Type our setup email address HELLO@1ststepaccounting.com into the Accountant’s Email box then click the green search button.
  6. Make sure the firm that comes up is 1st Step Accounting (Firm ID #26225885), then click the green “That’s my Accounting Firm” button.
  7. Check the following boxes (Reports & Tax Forms, General Ledger, I acknowledge that APD does not verify the identify of firms, & I have verified 1st Step Accounting is my accounting firm), then click the green Connect
  8. All finished! We will receive an email from ADP telling us we now have access to payroll reports.