Managing Intuit Logins

22/10/2024 1h 4min
Managing Intuit Logins

Listen "Managing Intuit Logins"

Episode Synopsis

Managing login and Passwords is the bane of our existence these days and Intuit Logins take it to a new level. Matthew Fulton will join Dan to discuss some best practices with Intuit Logins.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Today's Topic01:13 Welcoming Michelle Back01:55 Meet the Hosts03:02 Housekeeping and Resources04:50 Agenda Overview06:04 Polling Question: Intuit Logins09:54 Intuit Products and Services Requiring Logins17:26 Anatomy of an Intuit Login24:57 Understanding Personas in QuickBooks Online31:03 Challenges with Primary Admin Roles36:10 Managing Payroll Emails36:46 Understanding QBO Subscriptions and Admin Roles37:40 Navigating Intuit's CAMP and Account Sites40:35 Challenges with Intuit Logins43:15 Best Practices for Managing Logins53:10 Changing Primary Admin and Email01:01:17 Final Thoughts and Tips