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.

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 124 | Now You Know; QuickBooks December 2025 Updates | Blog Header | Royalwise
QuickBooks
Alicia Katz Pollock
Now You Know; QuickBooks December 2025 Updates (Podcast)

Podcast Episode Overview Alicia breaks down Intuit’s December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation

Read More »
Episode 123 | New Year, New Innovations! | Blog Header | Royalwise
QuickBooks
Alicia Katz Pollock
New Year, New Innovations! (Podcast)

Podcast Episode Overview Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect’s Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence’s business analytics features. Most innovations are rolling

Read More »
Episode 122 | Christmas Gifts from Intuit!(Look What I Found Dec 2025) | Blog Header | Royalwise
QuickBooks
Alicia Katz Pollock
Christmas Gifts from Intuit! Look What I Found Dec 2025 (Podcast)

Podcast Episode Overview Alicia runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn’t actually change product taxability—a common source

Read More »