Securing Your Security

Securing Your Security

Update: 2025-10-16
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Description

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.

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

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

  • (11:58 ) - Best Practices for Enhanced Security

  • (18:26 ) - Implementing Backup and Alias Emails

  • (22:01 ) - Using Limited Access Users and Company ID

  • (25:24 ) - Best Practices for Admin and User Management

  • (26:24 ) - Security Measures and Password Management

  • (26:51 ) - QuickBooks Business Network: Pros and Cons

  • (29:36 ) - Convenience vs. Security in QuickBooks Features

  • (32:50 ) - Exploring Third-Party Apps for Enhanced Security

  • (38:16 ) - Final Thoughts and Call to Action

  • (39:25 ) - Upcoming Events and Conferences


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Securing Your Security

Securing Your Security

Alicia Katz Pollock, MAT