Overview

To help streamline your bookkeeping process, we ask that you add our team as an accountant user on your Justworks account. This provides us with limited, view-only access to download statements and reports directly, reducing the need for monthly manual uploads and follow-up requests.

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What You'll Need

Administrator Access: You must have admin rights in your Justworks account.

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Setup Instructions

1. Log into your Justworks account

2. Click 'Employees' under the Manage category on the left-side menu and click 'Add'

3. You'll land on a page titled 'Add a person or vendor'

4. Next to 'Member type' click on the drop-down menu and select '3rd Party Admin/Accountant'

5. Next to Admin Access, select 'No'

6. Enter the following information:

First Name: Bench

Last Name: Bookkeeping

Email Address: thirdpartylogins+business.name@bench.co

Title: Bookkeeper

7. Next to 'Send Invite' select 'Now'

8. Next to 'Show in Directory and Org Chart' select 'No'

9. Select 'Next' to send the invitation email, and you'll be prompted to add permissions

10. Go to 'Permissions', and click on 'Payments'

11. Select 'View Invoices & Reporting' and grant permissions to Bench Bookkeeping

12. Save those changes

Please message your bookkeeper to let them know this has been completed, as the email invite link is not a monitored email.

What To Expect After Setup

Once your bookkeeper confirms access, they'll be able to pull your Justworks reports directly, no action needed from you going forward. If anything changes with your Justworks account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly

Troubleshooting

I'm not sure what to use for the email address.
‍Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

Related Resources

Justworks Instructions

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