Before connecting your accounting or ERP software to your account, make sure you have the following permissions: 

 

To create and manage users in a business groups service agreement: 

• The Create users permission and the associated right to View 
• The Manage users in service agreements permission and the associated right to View and Edit 
• The Manage permissions permission and the associated right to View 
• The Manage self-approved permissions permission and the associated right to View 

 

To create and manage a job role and a group of accounts: 

• The Manage service agreements permission and the associated right to View
• The Manage account groups permission and the associated rights to View, Create, Edit, Delete and Approve 
• The Manage job roles permission and the associated rights to View, Create, Edit, Delete and Approve 
• If required, the Manage self-approved permissions permission and the associated right to View 

 

To assign a job role and a group of accounts to the accounting software user: 

• The Manage users permission and the associated right to View  
• The Manage permissions permission and the associated rights to View, Edit and Approve  
• The Manage legal entities permission and the associated right to View  
• The Manage account groups permission and the associated right to View
• The Manage job roles permission and the associated right to View 
• The Manage self-approved permissions permission and the associated right to View  
• If required, the self-approved right for each permission. This allows you to approve a task initiated by the user. 

 

Then follow these steps: 

1. Consult the How do I choose a service agreement for a business group page and select the business group agreement. 
2. Create an accounting software user in Internet Banking Solutions for Businesses. Be sure to check the Accounting software box. 
3. Consult our How to create a job role for a user page or watch our Job roles and user permissions tutorial to help you create a job role. 
4. For an accounting software user, you must select the permissions in Account summary and Manage statements, as well as the associated right to View. 
5. You'll receive a notification confirming that your request was successfully submitted and that it is pending approval. 
6. Create an account group that includes the accounts that the accounting software user will be able to view and transfer to the company's accounting software. 
7. You'll receive another notification confirming that your request was successfully submitted and that it is pending approval. 
8. Once the account group and job role has been created, assign them to the user. 
9. You'll receive another notification confirming that your request was successfully submitted and that it is pending approval. 
10. Make sure the user signs in at least once to change their password and choose their security question.  
11. Then use the user ID and password in your accounting software. The account data they have access to will then be transferred there. 

 

Good to know

• If the data in your accounting software is no longer updated or if it is no longer connected, make sure you reconnect it first by updating the user ID and password in your accounting software. 
• If the connection with your accounting software does not work, we invite you to contact the customer service of the company whose accounting software you are using. 
• Don't forget to keep the user's access rights updated. For example, if a new account is created, its data will not be automatically transferred to your accounting software. You will have to manually give the user access to the new account. 
• If, after creation, you want to remove the accounting software or add Execute or Sign access rights, you will need to delete the user and create it again without checking the box. 
• Some accounting software packages do not allow data to be synchronized with business accounts.  
• An accounting software user can consult the information in the accounts they have access to and transfer it to the business accounting software. 
• A user does not have access rights to perform or sign transactions.