Days
Hours
Minutes
Seconds

QuickBooks Online

Complete Hands-On Training

Learn QuickBooks Online in 12 weeks with our hands-on step-by-step guided course.

See Course Details
View Plans

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 one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching. Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching. Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.
Don't forget to share this post.
Related Articles
Episode 129 | Sales Tax Less Taxing | Blog Header | Royalwise
QuickBooks
Alicia Katz Pollock
Deep Dive: Let’s Make Sales Tax Less Taxing (Podcast)

Podcast Episode Overview Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly

Read More »
Alicia Katz Pollock February 12, 2026
Episode 128 | Intuit Connect | Blog Header | Royalwise
QuickBooks
Alicia Katz Pollock
We’re Still at Intuit Connect! (Podcast)

Podcast Episode Overview Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite’s construction-focused upgrades to MailChimp’s QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why

Read More »
Alicia Katz Pollock February 5, 2026
Episode 127 | Year-End QBO Cleanup | Blog Header | Royalwise
QuickBooks
Alicia Katz Pollock
Year-End QBO Cleanup (Podcast)

Podcast Episode Overview Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners’ books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks’ built-in tools like the Reclassify feature and Report Options to fix problems at

Read More »
Alicia Katz Pollock January 29, 2026