Can I access multiple platforms with one login?

• Related Articles

• Can I add multiple QuickBooks companies in one company of Online Check Writer?

  Yes, you can add multiple QuickBooks companies into one Online Check Writer company. Log in to your Online Check Writer account. Go to Apps> QuickBooks Online> Add New Company. Click on ‘Connect to QuickBooks’. Select Companies to add and authorize.

• Can user access be limited?

  Yes, access permissions can be customized to restrict bank account access, control which payment methods a user can initiate, and require approval before processing payments.

• Can virtual cards be linked with payment platforms like Apple Pay or Google Pay?

  Yes, once the feature update is complete, the virtual card will be able to link with payment platforms such as Apple Pay and Google Pay for in-person transactions.

• Can funds be moved from one virtual card to another?

  Currently, direct virtual card-to-card transfers are not supported. However, funds can be collected from multiple users and pooled into a central wallet, from which a virtual card can be issued.

• How can multiple clients be managed on the platform?

  Users can invite clients as team members, set specific permissions, and restrict access to their bank account details and checks.