In order to service your account in the most efficient and effective manner, Bookkeeper360 requires direct bank access. Each bank has it's own process and procedures for granting this access, please contact your bank for help with their particular site.
What type of access does Bookkeeper360 need?
We are seeking three (3) specific abilities:
To see and download bank transactions.
To download Statements.
To view canceled checks, specifically information regarding who it was written to and when it was cashed. View check images is usually sufficient.