Podcast Episode Overview
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.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Dan DeLong
Sponsors
Podcast Highlights
(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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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.
