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Wells Fargo 3rd Party Access for TNG

August 10, 20221 min read

Security is always a very high priority here at The Numbers Guy, so we always try to maintain "Third Party" or "Read Only" access to our clients' bank accounts whenever possible. Wells Fargo Bank makes this setup relatively easy. Please follow these steps to grant us read-only access into your Wells Fargo accounts:

  • Log in to your business account at www.wellsfargo.com

  • Under Security & Support, find "Use Account Access Manager"

  • Click on Guest Users

  • Click on Add New User

  • Enter my information into the New Guest User form and create a unique username and password for me (note the password for me, of course!) in the top section

  • In the lower section, use the dropdown lists under "Access Level" to provide me with the appropriate level of access, either "View Only" or "No Access", then click submit

  • You will likely be prompted to verify your identity

 Thank you for trusting The Numbers Guy with your QuickBooks Online accounting needs. If you have any questions about this process, please grab a spot on my calendar at https://consult.thenumbersguy.biz/ and we can walk through the process together.

BankingWells Fargo Third Party Access
Greg Cullup is PASSIONATE about helping small businesses succeed! He has built his bookkeeping business around adopting the newest technologies and creating meaningful relationships with his clients.

Greg Cullup

Greg Cullup is PASSIONATE about helping small businesses succeed! He has built his bookkeeping business around adopting the newest technologies and creating meaningful relationships with his clients.

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