Click the Add New Users link under the “Account Management” section.
Click the Add New User button.
Enter Pilot's information:
Name: Pilot Bookkeeper
Online ID: usernamebooks1
Email address: username@vip.pilot.com
Please leave "Administrator" and "SafePass" off
Click Done (But you are not actually done. Please follow the next step)
In the left panel, select Account & Services. (Or, select the Continue to Accounts & Services button.)
Under the "Account options", turn on View access for all accounts that Pilot should have access to.
Check the boxes for:
View Statements
View Check Images
Click Finish in the bottom right
For a video walkthrough of this process, use this link.
Who are you and why should I trust you?
Pilot provides bookkeeping, CFO, and tax services for literally thousands of startups and growing businesses. We've successfully processed over 10 million transactions for our customers and have unparalleled expertise when it comes to accurately categorizing financial data.
