We’re thrilled you’ve chosen Swyft Books to help you handle your business’s bookkeeping.
Your Swyft Books account is your touchpoint for our financial assistance software. You can access financial reports, contact your dedicated bookkeeper with our messaging portal, and track your business expenses all in one place. You can securely check in on your financials right from your browser.
Let’s walk through the steps to set up your new account and begin using all the features Swyft Books offers.
Create Login Credentials
- Find your registration email, which includes a temporary password. Follow the prompts included in the email to register your account.
- Visit SwyftBooks.com if your link expires and click on the login button at the top right corner.
- Click “Forgot Password” to enter your email address connected to your account. It will then send you another email to let you reset your password from the temporary one.
- Click the “Reset your password” button to open a new window that allows you to create a new password for your account. Your password must be at least ten characters long and contain capital and lowercase letters, numbers, and a special character.
- Confirm your new password and press “Submit.” You can head back to the login page on SwyftBooks.com and log in with your new credentials to access your account.
Link Your Business Bank Account
Establishing your business bank account before onboarding your Swyft Books account is essential. If you have to pause onboarding to finalize your bank account information, you can set up a follow-up call through Calendly to continue the process.
If you’re ready to go with your account information, someone from our team will walk you through the linking process.
- Log in to your account and click “Link Business Account” in your dashboard.
- Click “Continue” when you’re redirected to Plaid, our third-party partner responsible for importing banking information to Swyft Books.
- Type your bank’s name in the search bar and select it. You’ll be redirected to a login page.
- Input your bank account credentials and hit “Submit.”
- Enter your two-factor authentication code into the relevant field if applicable.
- Grant permission to import all account information by clicking “Continue.”
- Click “Continue” to be sent back to the Swyft Books dashboard, where we will import your bank account information.
Around-the-Clock Support
Our Swyft Books customer support team is here to help you through any questions or tutorials that may arise in the activation process. Call us at 1-877-677-1222 and we can walk you through the account creation process. Need more information on our services? Browse our FAQs for more information.
Now that your account is up and running, dive in and get your business bookkeeping moving in the right direction!
