October 16, 2025

Securing Your Security

46 minutes

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.

Sponsors
Keeper - https://uqb.promo/keeper
Digits - https://uqb.promo/digits

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(01:07) - Current Security Threats in QuickBooks Online

(11:58) - Best Practices for Enhanced Security

(19:43) - Implementing Backup and Alias Emails

(23:18) - Using Limited Access Users and Company ID

(28:07) - Best Practices for Admin and User Management

(29:07) - Security Measures and Password Management

(29:34) - QuickBooks Business Network: Pros and Cons

(32:19) - Convenience vs. Security in QuickBooks Features

(35:33) - Exploring Third-Party Apps for Enhanced Security

(40:59) - Final Thoughts and Call to Action

(42:08) - 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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By Alicia Katz Pollock, MAT

4.8

4343 ratings