Securing Your Security
Alicia and Dan dive into the recent wave of QuickBooks Online Accountant account compromises and reveal how bad actors have been exploiting password reset vulnerabilities to gain access to multiple client files. Dan walks through Rachel Barnett's step-by-step security protocol, including setting up email aliases, creating backup admin users, and weighing the risks of instant deposits and the QuickBooks Business Network. While Intuit has now added facial recognition to their verification process, this episode gives you the standard operating procedures you need to implement today to protect your practice and your clients' money.
LINKS
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (01:07) - Current Security Threats in QuickBooks Online
- (11:58) - Best Practices for Enhanced Security
- (18:26) - Implementing Backup and Alias Emails
- (22:01) - Using Limited Access Users and Company ID
- (25:24) - Best Practices for Admin and User Management
- (26:24) - Security Measures and Password Management
- (26:51) - QuickBooks Business Network: Pros and Cons
- (29:36) - Convenience vs. Security in QuickBooks Features
- (32:50) - Exploring Third-Party Apps for Enhanced Security
- (38:16) - Final Thoughts and Call to Action
- (39:25) - Upcoming Events and Conferences
LINKS
- Previous episode, Insecurity About Security, Aug 21, 2025: uqb.show/104
- Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock
- Secure your Login SOP Blog: https://www.schoolofbookkeeping.com/blog/safeguard-your-intuit-access-a-practical-sop
- QB Power Hour On Securing Your Login: https://www.qbpowerhour.com/09-30-25-securing-your-intuit-login
- Workshop Wednesdays Securing Your Login: https://youtube.com/live/thf5UC3hqc4
- Passive Aggressive Income Cohort: https://snip.ly/UnQBAPassAgg
- Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
- Products, Services, and Inventory, Nov 11: http://royl.ws/qbo-Inventory?affiliate=5393907
- QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907
- Women Who Count Conference: https://www.afwa.org/women-who-count/
- Intuit Connect: https://www.intuit.com/intuitconnect/
- Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
