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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.
Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
Send your Questions/Comments (we could read/answer them on air) [email protected]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
QB Power Hour - Intuit Accounts - https://www.qbpowerhour.com/10-22-24-managing-intuit-logins
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
View all episodes
By Alicia Katz Pollock, MAT
4.9
4141 ratings
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.
Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
Send your Questions/Comments (we could read/answer them on air) [email protected]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
QB Power Hour - Intuit Accounts - https://www.qbpowerhour.com/10-22-24-managing-intuit-logins
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
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