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Insecurity about Security (Podcast)

Episode 104 | Insecurity about Security | Royalwise

Table of Contents

Podcast Episode Overview

Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.

Creators & Guests

  • Host – Alicia Katz Pollock, MAT
  • Guest – Dan DeLong
  • Guest – Jamie Pollock

Sponsors

Podcast Highlights

(00:00) – Welcome to The Unofficial Accountants Podcast
(02:09) – The Importance of Security for Accountants
(02:51) – Common Security Issues in QuickBooks
(05:34) – Understanding Passkeys and Their Benefits
(10:57) – Real-World Examples and Horror Stories
(27:18) – Best Practices for Account Security
(32:53) – The Dangers of Sharing Personal Information Online
(33:19) – The Importance of Two-Factor Authentication
(33:49) – Benefits of Using Password Managers
(35:02) – Real-Life Hacking Scenarios and Solutions
(41:10) – Recognizing and Avoiding Email Scams
(45:24) – QuickBooks Security Features and Concerns
(49:57) – Intuit’s New Feedback System for Banking Feeds
(53:24) – What’s Going on in Our World

Links

Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys
Intuit’s Security page: https://security.intuit.com/
Got a fake email from “Intooit”? Forward it to fraud@intuit.com
Register for Alicia’s community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907
Jamie Pollock’s course, “Don’t Get Scammed: Jamie’s Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907
Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365
Intuit’s Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FB
March 13 episode: deep dive into your Intuit Account including logins: uqb.show/83

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

 

This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
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