If we are handling your bookkeeping for you, you will need to create a user for our team.


Log into your account


Click on BUSINESS SERVICES → ADD NEW USERS


(you will need a Business 360 account to add users.  If the option to add new users is not available, click on LEARN MORE under Account Management.  You will need to enroll in the account management.  It is instant and free.)


Please use the following information when creating the new user:


First Name:  BACON

Last Name:  Books

Email Address:  [email protected]

Username:  baconbooks


Click on the ACCOUNTS & SERVICES tab.  Click on ACCESS for each account that you are using.


Check the box that says:  ALLOW USER ACCESS TO THIS ACCOUNT


Different accounts will have granular access options.  We do NOT need access to bill paying or transferring funds.  


We DO need access to:


  • View Statements
  • View Check Images

Click SAVE