Will I be able to reset my own business online banking password?
Yes!
What notable features will be available on the app?
User Management functionality will be the main difference. User Management has been consolidated to one screen.
New users that admins create are immediately able to log in to their profile – no bank intervention required!
What kind of alerts can I use with business online banking?
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The same User Alerts are available in both Business and Personal Online Banking.
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Event and Personal alerts are no longer present in Business Online Banking, but Balance and Account Transaction alerts are.
How will Quickbooks be affected?
Users will need to disconnect and reconnect the authentication with QuickBooks from the Intuit platform. Username and Password will be required to reconnect.
Where do I find e-statements?
From the Dashboard, the Documents tile will display all documents set up for electronic receipt on the profile. This file is more basic and statements will not contain check images.
From the account level, the E-Statements tile will display the area for Sign-Up/Changes and other settings. This is a color document with more formatting and check images. If a statement is needed for a loan application, this is where they should pull from.
Are customer conversations available in business online banking?
Yes, the same conversation capabilities are present in Personal and Business Online Banking.
Will users have to use 2 factor authentication on the app and browser?
Yes. The first time the user logs into the app or any new browser, a 2-factor authentication (2FA) will be required. The user can check the box to remember the browser and not have to 2FA again in the future.
What are the differences in each user role?
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Organization admins can do everything, including edit, as well as delete and create users once available.
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Viewer can see all details about a user, like an auditor, and viewers can also access user management.
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User is a standard user within the organization and cannot access user management.
Can I switch between my Business Accounts and Personal Accounts?
Yes! Switching profiles in online banking is easy and convenient!
If you have additional questions, please call (844) 928-2265.