Navigating Your Intuit Account: The Ultimate Guide
Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to document management. They provide a comprehensive tour of accounts.intuit.com and camps.intuit.com, revealing powerful tools for managing your subscriptions, documents, privacy settings, and user access. The episode also tackles important topics like the role of the primary admin, creating emergency access backdoors, and proper account management etiquette when transitioning between bookkeepers.
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Alicia’s Upcoming Classes:
Sponsors
Settle - https://uqb.promo/settle
Settle - https://uqb.promo/settle
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (02:26) - Managing Your Intuit Account: Getting Started
- (06:25) - Sign-In and Security Features
- (13:27) - Profile and Business Information
- (15:40) - Data and Privacy Controls
- (18:47) - Products, Billing, and Payment Methods
- (21:08) - Document Management in QuickBooks
- (23:52) - Navigating Intuit Accounts
- (28:57) - QuickBooks Payments Portal Insights
- (31:43) - Ensuring Access and Security in QuickBooks
- (35:40) - Understanding the Role of Primary Admin
- (43:43) - Wrap Up and What's Coming Up
- (44:27) - Upcoming Classes and Final Thoughts
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Alicia’s Upcoming Classes:
- QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
- Reconciling in QBO on March 18: http://royl.ws/Reconciling-In-QBO
Dan’s Links:
Dan’s Accounts article: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins
Dan’s Accounts article: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins
QB Power Hour - Intuit Accounts - https://www.qbpowerhour.com/10-22-24-managing-intuit-logins
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
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https://www.earmark.app/onboarding
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
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.
