Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Intuit

Bank of America (BofA) user setup for Online Business Suite

Here’s a quick guide to setting up your Bank of America (BofA) user for Online Business Suite.

Sign up process

  1. Go to https://www.bankofamerica.com/smallbusiness/.

    User-added image

  2. Select the Small Business tab.
  3. Select Payroll Services.
  4. Select the needed payroll product.

    User-added image

  5. Select Sign up now. That will launch a Bank of America sign in widget.

    User-added image

  6. Log in with your Bank of America credentials.

    User-added image

  7. For IFSP,  you'll need to fill out the following form. Once filled out, an IFSP setup agent will call you back to set up the account.

    User-added image

Add a new user to your Online Business Suite

  1. Select Business Services then Add new users.
  2. Select Add new user.
  3. Enter details about the user then select Ok.
  4. In the left pane, select Account & Services. (Or, select the Continue to Accounts & Services button.)
  5. Select which services the user will have access to. For payroll-only users, be sure to toggle Payroll Services to On.
    Important: Users must have View Only access to at least 1 account under the Account options to allow the sub-user to manage Payroll. Presumably, this will be the funding account for Payroll. The sub-user will not be able to view any accounts for which access is toggled Off.

Edit a user in your Online Business Suite

  1. Select Business Services then Edit/Delete user.
  2. To the right of the user, select View/Edit.
  3. In the left pane, select Account & Services. (Or, select the Continue to Accounts & Services button.)
  4. Select which services the user will have access to. For payroll-only users, be sure to toggle Payroll Services to On.
    Important: Users must have View Only access to at least 1 account under the Account options to allow the sub-user to manage Payroll. Presumably, this will be the funding account for Payroll. The sub-user will not be able to view any accounts for which access is toggled Off.

To access Intuit payroll

  1. Sign in to your Online Business Suite.
  2. Go to the Business Services tab.
  3. Select Run Payroll on the right.

Additional resources

You can also find some of these steps in the Bank of America Small Business Videos section.

  1. Go to http://promo.bankofamerica.com/small-business-videos/cash-management/account-management/?time=52.7.
  2. Fast forward to 0:52.

Was this helpful?

You must sign in to vote, reply, or post

Need to get in touch?

Contact us