May 29, 2025 • 62 mins
Dan and Lynda Artesani discuss the latest rash of Intuit Accountant login hijackings and what ProAdvisors can do to safeguard their logins to protect their client's data.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Dan DeLong (00:32):
Welcome everybody to another QB Power Hour.
Today we're going to hopefullybe talking about spending,
spend, management, managingmoney out of QuickBooks.
But based on some recent andlate Breaking Tuit news and
happenings, we may never get tothis topic, but hopefully we
(00:53):
will be able to today.
We may have to postpone our,topic, because I know this will
be a hot topic when we get tothe things that we're gonna be
talking about on top of that.
But my name's Dan DeLong orDanwidth and School of
Bookkeeping worked at Intuit fornearly 18 years.
And thankfully I'm not workingthere today after all of the.
(01:19):
These things that are going onbut co-hosting here as well as
over the workshop Wednesdaysover at School of Bookkeeping,
and a feature deep dive host onthe unofficial QuickBooks
Accountant Podcast.
Matthew's not joining us heretoday, but filling me in for him
again is Lynda Artesani.
You wanna introduce yourself forus?
Lynda Artesani (01:39):
Sure.
Lynda Artesani.
You probably know me fromhanging around with Matthew
because we are best friends, butI'm gonna cover him until you
can come back.
But yeah, Artesani Accountingand the proper trust.
Our firms are just work onlywith lawyers, so it's, a great
job.
It keeps us busy.
I really do love having thatniche and specialty.
(02:01):
We also have the Accountants LawPod, which is a podcast that you
can listen to if you wanna learnabout working attorneys,
especially if you only have one.
It's a great resource.
And also the Accountants LawLab, where we have a mastermind
group every Friday we hop on andwe.
Deep dive into all sorts oftopics, not just law firm stuff.
We could do business stuff.
We're actually gonna do one in acouple of weeks where we're
(02:23):
going to do a critique ofpeople's websites.
So that's gonna be a fun one formarketing purposes for lawyers.
Fun,
Dan DeLong (02:31):
fun stuff.
Again, thanks for filling in onagain, sort to notice we we,
wanna have everybody back.
And so I, I did that video tohopefully streamline some of
these housekeeping andannouncements.
So Blake was talking all aboutthe CPE credit.
We have our channel on, onearmark for, available for CPE
(02:56):
Credit.
Those are uploaded typicallyfive to seven days after, so you
can always check those out.
And we talked about that and thedoor.
And so let's talk about whatwe're gonna talk about here
today.
In the news.
There's some, A lot of posts anddiscussions about Intuit login
(03:16):
vulnerabilities.
So we want talk a little bitabout the Intuit login and and
what you can do as an accountantto make sure that you are,
you're taking as the best stepsthat you could take to ensure
that, your gateway into yourQuickBooks and your client's
(03:39):
QuickBooks is not compromised.
And then hopefully we'll get tospend management, which, which
is all about expense claim.
We wanna talk a little bit aboutexpense claims and QuickBooks
bill pay.
And in between all of this, aswe were trying to prepare an
(03:59):
email came out this morningabout pricing updates.
We, I.
We might get to talk about thatand maybe that's what we talk
about as the, login and thepricing changes to make sure
that people are at least awarethat the pricing is changing and
(04:20):
that your login needs to besecure.
Yeah.
But so let's talk a little bitabout the the Intuit news.
And as far as the loginvulnerability, right?
So there's, a lot of more,there's more and more reports of
accountants logins beingcompromised.
The, and the, ultimately whathappens is that the password
(04:41):
reset process has somevulnerabilities that are open to
the bad actors that are outthere.
I really wish, these bad peoplewould actually use their talents
for good, but they're reallysmart.
And they're they're found in,the easy way is to do bad
(05:04):
things.
And and it's super important todo that, for, you to take as
much steps to, do that because,because of all of the things
that that, you essentially haveaccess to.
And the more, more and more thatIntuit is getting involved with
(05:29):
real money movement that makesthis very enticing for those bad
actors and hackers out there totry to compromise your login.
so Lynda, you were ha you weresaying a, horror story of, of
things that were happening withit.
(05:50):
Wasn't you it was a client,right?
Lynda Artesani (05:52):
It was the client.
They.
They did everything right.
This client did everything rightwith her accountant login,
having it all protected.
But sorry.
She was an employee working ata, law firm, but the client, her
bosses tax firm did not.
So they had no protection andapparently their, account got
(06:16):
hacked and because the taxperson had a login, they logged
in, they changed the bankaccount for merchant services to
their own bank account, this badperson.
They did.
And they, as things came in andthey processed some invoices to
be paid to go into their bankaccount, they also set
(06:37):
themselves up as a vendor andconnected their bank account so
that they could be paid by thefirm.
To pay the bad people becausethey set themselves up as a
vendor and they did it prettysmart smartly as far as like
they set up the person's name.
So they invited themselves as auser.
So they hacked into the taxperson, invited themselves as a
(06:59):
user into the, one of theirclients' accounts.
So instead of Lynda Ani, theydid Art Asani comma Lynda.
'cause you can't have two namesthe same.
And then they had a field daywith the data because like you
said, Intuit's now in thebusiness of money movement, they
were always with merchantservices.
But now with the bill pay, thatmakes a difference.
And they were trying to extractthe money.
Fortunately for this client,they weren't hurt because they
(07:23):
picked a bank account thatdidn't have a big enough
balance.
So when the money tried to move,it got, that's how they got
flagged.
They got a notification that it,there wasn't enough money in the
account.
And then they then they also,because they were doing it both
sides, so they were trying toget the money coming into the
firm and they were also tryingto get the money going out of
the firm.
They also had that a CH next daywhere you paid extra fee.
(07:47):
So the money got clogged intothat pipeline where they never,
it never reached them and theyhad to report it to Intuit.
Intuit was helpful ish, but theyhad to deal with the merchant
services account, merchantservices team, which it's not
the same as the team Dan used tobe on, where it's a little more
difficult to get thingsexplained and through, but it
(08:08):
was really horrifying for theclient.
And, you think you're doing theright thing.
Like I'm protecting my clients.
I use the pass key, which Ithought was great, and instead
of having to type the get thebank code and through my phone
and all that.
But you don't think about it,that also the tax person's an
invite t on the accountantslogin, and that's another
(08:30):
vulnerability.
And the tax firm might not have.
That's set up in their account.
So I guess it's a question weshould all be asking.
Dan DeLong (08:38):
Yeah.
The in your particularsituation, it was a client who
got yes.
Compromised.
Yep.
But imagine, your login beingcompromised.
Now all of your clients areaccessible to to that login.
And the same thing can happen,right?
(09:00):
They can log in as you accessall of your clients and do
exactly the same thing.
So it's, yeah.
It's essentially now you are nowthe tip of the iceberg for the
conduit, right?
Lynda Artesani (09:12):
You're the conduit to all these clients.
And if you have over a hundredclients like Sarah and I do,
that's a lot of people.
It's scary, right?
It really is.
Dan DeLong (09:22):
So, one of the things that that Intuit has
recently done with regards tothat sort of thing long come on,
go forward.
So we all know about the MFAcode, right?
Which is the multi-factorauthentication, which is that
six digit code that will cometypically to your phone,
(09:44):
potentially to your email thatwill help prove who you are when
you are when you are signing in.
Now, a newer thing is this passkey and I wrote a blog about,
the, what this pass key actuallyis, and it's actually twofold,
(10:05):
right?
There is a, there's an anonymouskey but that's stored in the
cloud, and then there issomething that is stored on your
device.
And that device will typically,marry or match to that anonymous
key, and then.
As a, as as Apple is trying toexplain, and Intuit is trying to
(10:27):
find they're, virtuallyUnguessable, right?
That's the whole idea with, PAkeys.
I have not quite figured outwith you signing in on one
device versus another deviceand, enabling this pass key how
it, all works out.
(10:48):
Especially when one device is aMac and the other one is a
Windows machine.
Lynda Artesani (10:52):
Yeah, that's what, see, I have a Mac and I
have Apple everything.
So I use my fingerprint.
I use my fingerprint.
But when you think about it,have you ever lost the key or
not copied or to saved it?
You're really screwed becauseyou, have that one chance, you
know that one code that theygive you, unless you're using
like a Google Authenticator,which is what I used to use,
right?
Yeah.
You're really in trouble if youdon't have that stored
(11:14):
somewhere.
But then how secure is it?
Dan DeLong (11:17):
Yeah.
These pass keys so far what I'veset it up the, pass key is, not
something that you write down orRight.
Save or do, anything like that.
It's just stored internally intothe device itself.
And then you've got theadditional things of the
biometrics of what you weresaying, like your fingerprint.
Lynda Artesani (11:35):
Yeah.
Could be facial
Dan DeLong (11:35):
or your face or, I don't know blood sample.
Lynda Artesani (11:42):
Megan, Hanney is asking, have they seen this
problem with platforms likezero?
I don't think it's across theboard No.
Where everybody is vulnerable ifyou don't do that.
The,
Dan DeLong (11:51):
you should always
Lynda Artesani (11:52):
do MFA.
The
Dan DeLong (11:52):
thing of the thing about the vulnerability, I'm
sure any, any website that has alogin is potentially v
vulnerable right to hackers.
My login was, was, compromisedfor my bank.
Many years ago.
(12:13):
And that's when I started tolearn all of these shenanigans
that were, going on and theimportance of an MFA code.
But still, that's only as secureas where you get the code,
right?
Yes.
Some people will have that textforwarded to Slack, right?
And so yeah, if somebody goesinto the Slack, they've now got
(12:36):
access to the code, right?
These codes are only as good asthe setup that, that you have
them on and the security thatyou've established around those
things.
Email and your phone number andthose things, they can also be
compromised as well, right?
(12:58):
Yes.
So if the if the individual isdoing their due diligence, the
bad actor and they have accessto your email, then those codes
are just.
Being received by somebody whocan access them just as well as
if they were you anyway.
So the real vulnerability of allof this is, and I make sure I'm
(13:22):
on no, I don't put two slides inhere.
I'm sorry.
I thought I had more.
Hey,
Lynda Artesani (13:29):
here.
Dan DeLong (13:29):
More than that.
In here.
Alright.
The real vulnerability to, toall of this is, in the recovery,
right?
When you sign in in, intoQuickBooks and you get to a
point where you need, you'veforgot your password, right?
Which technically, any bad actoris forgot, gonna click on,
(13:56):
forgot your password, becausethey don't have it, right?
Or at least they They that's thetheory, right?
As long as they have a login.
The name of the login, whichthat's one of the best practices
here is not to use your emailaddress as your login, right?
Lynda Artesani (14:18):
Yes,
Dan DeLong (14:18):
exactly.
As there's a login name and thenthere is a, an email address and
a phone number.
Those are the three pieces ofcontact information of that make
up your login.
And I'm putting in the, chathere, prior QB Power Hour that
(14:39):
we talked about, the whole thingabout logins and how you manage
your logins going into camps orthe, account
Lynda Artesani (14:47):
portal, oh, there's so many places.
'cause I wanted to change myemail with Intuit that I had
from a long time ago.
And it, it's.
I had, I reached out to Dan Luand he sent me the list of all
the places you have to update.
And I just said, I'll just keepthe email.
I took the lazy route.
But I think when you Are, I,should you, do you think, Dan,
(15:09):
that we should change ourpassword like every quarter,
like the banks require you to dowith Intuit financial stuff,
right?
Dan DeLong (15:17):
Yeah.
All of those best practices are,in place, but the vulnerability
here is that, it doesn't matterwhat your password is and how
strong it is.
If there is a way to recoverthat password and reset that
password that, that has avulnerability, then it really
(15:40):
doesn't matter how strong yourpassword is.
It really doesn't matter if youhave a pass key set up.
It really doesn't matter if youhave an MFA code sent to you as
long as somebody can change yourpassword.
And that password process of ofrecovering that.
Changing the email, changing thephone number that's associated
(16:00):
with the, account only requiresan id.
Which is a, photo id, which cancertainly be forged, by these
bad actors.
They're very good at datamining, right?
And they may not get all theinformation directly from you,
(16:20):
but they can go, ping, a loginthat's associated with you
somewhere else, get a little bitof information.
There's lots of public recordsthat are, out there, that are
tied to you.
So they're really good atputting the pieces of the puzzle
together to
Lynda Artesani (16:41):
Yeah, to find
Dan DeLong (16:42):
that, personally identifiable information.
And I don't know that what, whatsteps Intuit is making to
validate.
ID as being authentic and
Lynda Artesani (16:57):
Yeah if you have a Florida driver's license, I
had this happen where I forgot,remember when they made all the
ProAdvisors redo their identityat one point and everybody was a
big brew ha on, on the communityabout why should I have to give
them my driver's license?
And they sent you a link on yourphone and you just had to take a
picture of your driver'slicense.
(17:18):
But with a Florida license, wehave a weird thing on the back
that's like the barcode goesacross where I guess others goes
up and down and it would nottake my driver's license.
So I had to call them and theysaid, you need to use your
passport.
So I had to go dig my passportout to be able to verify I was
in fact, who I was.
Also, Miriam, Wilson wants toknow what happens to your past
(17:40):
key when you get a new phone.
I'm using my fingerprints, so Ijust set my fingerprint up, but
I think you have to put yourGoogle Authenticator or your
Microsoft Authenticator on it.
What, other things would youhave to do, Dan to if you're
changing phones?
Dan DeLong (17:56):
Yeah.
Just like anything else, youjust have to reset all that
stuff up.
Lynda Artesani (18:00):
Yeah.
Dan DeLong (18:01):
And it's, now getting to the point where it's
harder to prove who you are whenyou are that person Than the,
other actors that are out therethat, that pretend to be you.
So I put in the chat a blogarticle that I wrote about path
keys.
I was gonna ask check, that out.
(18:22):
About the change in the Intuitlogin about pass keys.
And I tried to combine that withwhat Apple's talking about with
with, task keys for a little bitof details about what a passkey
is and, how safe it is andwhatnot.
But again, you know that it'sinteresting.
That is only as secure, right?
(18:43):
All the, all of these things ofauthenticator apps, passkey,
strong passwords, all thosethings, they're, vulnerable
through this intuit process ofhow you reset and change those
things, right?
Because all that requires is a,is government ID or a photo id,
(19:04):
which may or may not be the,most proper thing.
So there's things that, thatIntuit really needs to to
change, which is again, gonnamake you, annoyed with Intuit
because you have to jump throughall these hoops in order to
prove who you are when youlegitimately need to change
these things, right?
(19:25):
It's just and as we were talkingabout right, right before we
went live this, is allreactionary.
Just like TSA, right?
Like when you go fly, right?
You think back 3, 9 11, how easyit was to get through security.
Lynda Artesani (19:40):
Yes.
Dan DeLong (19:41):
But then these things started happening where
people started puttingexplosives in their underwear,
in their shoes.
Thank God it was
Lynda Artesani (19:49):
the
Dan DeLong (19:50):
shoes
Lynda Artesani (19:50):
though, Dan, that's easier to take off.
Dan DeLong (19:53):
Exactly.
So that made it moreincreasingly annoying to go
through security because ofthose bad actors that decided
to, do these bad things.
Yeah.
And now on the flip side of thatyou've got, okay, how do I get
through security much faster?
(20:13):
We've got things that you canpay for and set up to, to make
that a streamlined process soyou don't have to take off.
You don't have to take but, youhave to go through a process in
order to prove your identityjust the same, which is
Lynda Artesani (20:28):
deep.
It's a deep pro.
Especially if you go like globalentry, it's very deep.
But as you said, you went and ithappens here in Florida.
You get in the line and all theold people have done pre-check
and that line's longer than theother line.
And you're like why did I dothat?
I just get in the other line,taking my shoes off.
But,
Dan DeLong (20:43):
if everybody's in the express line, how exactly
Fast is the express line?
Lynda Artesani (20:47):
It's faster though.
'cause you don't have to dothat.
Roberta Holman's asking do,where do you change your unique
name instead and where do youchange to a unique name instead?
So where do you change yourlogin Within Intuit?
Dan DeLong (20:59):
So you would sign in to the account sign in, which is
quickbooks.com/accounts oraccounts.intuit.com.
Either one.
There's, a multitude of ways todo that.
But once you're signed into theIntuit account screen, and I'm
not gonna.
Show this to you because thatwould make me vulnerable because
(21:22):
now I'm streaming this onFacebook.
But you, log in there and thenthere will be the, a section
that will have the user id, andthen you can change that.
And then there is the emailaddress that you can update
that, right?
And then the, next thing rightis, all about this.
(21:44):
What if you do get compromised,right?
Now you're signing your log,you're blocked out of your work
essentially, because you have noway to get into your, to your
login while this is all beingsorted out.
So there's a good best practiceof making a backup login into
QBOA.
(22:05):
And there is ways, there areways like when you say, Hey, I
don't have I don't have accessto another email, you can
create.
If, it's a, most web-basedemails like Google, email
outlook outlook based emailshave the ability to create a a
(22:27):
plus one or a plus two or aplus, whatever you wanna call
it, anything that you put afteryour regular your regular login,
whether it's Lynda Artasani@asaniaccounting.com, if
you put Lynda Art Asani plusone, or Lynda Art, Asani plus
QBOA, or anything that you putafter the plus sign, that email
(22:50):
address is unique to the loginserver.
So that the Intuit, that's aunique email address, but in
reality that email getsautomatically forwarded to your
home to your regular emailaddress.
So that gives you a secondarylogin.
You give it full access to yourfirm, right?
It's not the primary.
(23:11):
Primary email or the primaryuser, but it's full access, so
at least you can access all theclients you're able to sign in
while your other email or yourother login is getting, sorted
out with, all of that stuff.
Lynda Artesani (23:28):
When you were with Intuit, Dan, did you have,
were you ever involved in, whenthere's a conversation about the
owner died?
And I, they're the primary adminand it's a big hill to climb to
get that back and get that onand get it switched over to
somebody.
Oh, yeah.
And you have a lot of detailsyou have to give into it to
(23:51):
correct that, so you should makesure I, that's one of my best
practices when I work withclients is, I'll take a look.
This just happened to one ofmine.
The lady was retiring.
She was the bookkeeper, and shehad herself down as primary
admin.
She had herself down as thepresident of the company for
payroll, and she wasn't.
Those things were big.
And I got in there to startworking with this client and I'm
(24:12):
like, wow, do you know that thisis that?
And thankfully saw this beforeshe left so that we could get it
corrected.
But it was not an easycorrection.
And I think that sometimes wedon't think about these things.
Just like not thinking about thetax professional.
They only need to be in the filebriefly right at the beginning
of the year or whenever they'redoing the taxes.
Maybe kick them off every yearand then put them back on.
(24:33):
That kind of takes away some ofthat exposure for the client.
Opens up a seat for your, for ifyou have two people like me and
Sarah always competing for who'sgonna get the file and be in
charge of the adding the team.
But that's basically how thisperson got themselves in was
they added, themselves to thistax person's team and then added
themselves to all the files.
(24:54):
'cause it's really a wide openbook there when you get in that
to that level, if you don't havethose protections in place, and
security's such a big topic.
And I think it's just the moreyou research it, especially with
ai, I mean look at the thingsyou can do with AI right now.
You made a southern gentlemanwith some really smooth jazz in
the beginning of this.
(25:14):
Exactly.
Power.
But you set that up and you doall these things really quickly
and it's, almost frightening tothat they can take, if we have a
lot of video of ourselves, theycan take your video.
They can take your voice.
Yeah.
And they can do a lot of things.
So you just wanna do the bestyou can for your clients and
protect them as best you can.
It's not a lot we can do ontheir side, but I think some who
(25:36):
hasn't had a client who herehasn't had a client, you can put
it in the chat, that sent themyour, their own personal login
to their file instead of addingyou as an accountant.
We get them sending us bankinformation sometimes and it's
oh my God, did they just send methe everything I needed to hack
their bank?
Yes, they did.
So that's the stuff we have.
And Guy
Dan DeLong (25:54):
text me his credit card, like a picture of his
credit.
Lynda Artesani (25:58):
Oh no.
It's no, don't do that.
What are you doing?
Yeah it's incredible.
But yeah wow.
I, Leslie says she changes herpassword monthly.
God bless you.
That is amazing.
Should she change her login too?
I don't know about that.
Dan DeLong (26:17):
No.
Just, the, main, thing here isthat, it's real easy to guess
these things.
If your login is, your loginname is your email address,
right?
That's a, good best practice.
Put something that only, youknow, yes.
As the, login name so that thiswhole problem or this exposure
(26:43):
of the vulnerability ofresetting, resetting your login
is, a little bit harder, right?
Making it harder for.
People to be dishonest.
Yes.
Is a, is always a good idea.
(27:04):
It's just the same reason thatyou lock your doors even though
you feel like you're in a safeneighborhood.
Exactly.
So those things.
And then I put a link in herefor to send feedback because we
always know, we alwaysunderstand.
Yes.
That feedback is is somethingthat can squeaky wheel gets the
(27:24):
grease.
And knowing that this is a,A-A-A-A-A issue this is a,
potentially a, huge issue for alot of people with contractor
payment and money going out.
Now that, Ben okay we'll, talk alittle bit about spend
(27:47):
management.
'cause there's bill pay, there'svendor payments.
There's a lot of ways for that.
Money can go out of, QuickBooksand subsequently real bank
accounts.
It's much harder to send aninvoice and those types of
things and change the merchantnum merchant merchant account
number's real easy to go inthere and set themselves up as a
(28:10):
vendor or contractor, create abill for themselves and then,
yeah.
Especially when those things arealready set up.
And that's one of the, mybiggest concerns of Intuit
getting into the bill pay schemeis now there's real money being
moved.
And to answer somebody else'squestion about zero, and we
(28:33):
talked about it with Sarah lasttime
Lynda Artesani (28:35):
Is
Dan DeLong (28:35):
that they don't have a built in built in way.
So their integration into thebill pay field is by integrating
with accounts payable.
Solutions they have a deepintegration with with bill.com.
But then there's all thoseothers that are out there.
(28:58):
So this leads to another thingthat when you're connecting apps
and you're using your Intuitlogin, right?
That's another, another steppingstone to get to those things.
So another best practice therewould be to set up different
logins, set up a login with thatcompany as well, and not rely on
(29:21):
the Intuit login to get tothose, applications as well,
especially when there's moneymovement involved.
Those types of things.
Lynda Artesani (29:31):
I noticed, christina Lyons said that she
found that when she changed herusername to, from her email to
something else, to just a name,she couldn't respond to reviews.
She was able to respond toreviews when they changed it
back.
She doesn't know if there's aglitch in the Matrix, what's
interesting too?
So I still have this old legacyemail that I have my Intuit
(29:52):
account set up for.
So every time I ask a client inour formal thing please add me
as an accountant, we have thislong direction so that they know
accountant, user.
And even though I tell them toput it towards the other email
address, they always send it tothe one that they came from.
They don't read everything.
And then I would think the samething, right?
That could happen for if you'reusing a login like that, I
(30:14):
dunno.
Dan DeLong (30:15):
Yeah.
And then we, and we talked aboutthat on the Intuit account
webinar that we, did, thatProAdvisor, the ProAdvisor
profile is like the only, siteor service that has, that, where
you don't have this login andservice, it's just somewhere in
(30:38):
between.
Because it is associated with aperson.
And your login is associatedwith person as opposed to a
service.
Yes.
So it like QBO is a service andmerchant account is a service,
and payroll is a service andBill pay is a service.
And all of those have a realm ora company ID that is a unique
(31:00):
identifier where ProAdvisor isthe only void in that option
that does not have a service ora company ID or something
unique.
So that may be why they werehaving that challenge when they
changed their, user id, becausethat does break things.
(31:23):
I know my, my login or myassociate, my pro advisor
profile is, attached to mypersonal email, because when I
was leaving, Intuit didn't havea business established just yet.
So I would know I wanted tostart a ProAdvisor profile and
it got to my personal email andI really can't change that at
(31:45):
all.
So when I get, yeah.
So when I get a spammy requestfrom somebody needing ta QBO
training which is now anotherbig issue, spam requests for,
profile ProAdvisor profiles.
Lynda Artesani (32:05):
Yes.
That was a lot of that thisyear.
Dan DeLong (32:07):
And then you reply to them.
They now have your email.
Lynda Artesani (32:11):
Yeah,
Dan DeLong (32:13):
Because that reply doesn't stay in the portal, it
actually goes to them.
So now they have their directly,now they have the email.
Lynda Artesani (32:21):
So Ann said, Ann Lee said we each need the
ability to remove ourselves fromclient files.
You sh you should be able to dothat.
If you go you can removeyourself right from that main
page on QuickBooks.
The Yeah.
Where your company lists are,you can go to that little dots
and caveat.
Dan DeLong (32:37):
You have to be the primary admin of the firm in
order to do that.
Lynda Artesani (32:40):
Oh, that
Dan DeLong (32:41):
stinks.
So that, so
Lynda Artesani (32:44):
you have to be, oh, you have to be the primary
on your side, not the client's
Dan DeLong (32:46):
fault.
Yeah, you can.
Okay.
So that the primary admin of theclient.
Lynda Artesani (32:49):
Yeah.
So you have to be the primary tobe able to get that list and be
able to go in there and clean itup.
But I've done that and sometimesthey come back.
I don't know why.
I've tried to get rid of I tryto get rid of the list of
people.
And then Lisa says, LisaPierpont says, I'm confused
about the backup login in QB toQBOA.
Should we set up another userfull access with a different
(33:11):
email address like info at Yes.
Yes, you should.
Yeah.
Yes.
That's a great tip.
Dan DeLong (33:16):
That's what I'm talking about, is that You set
up another login, it could be ifyou have another email address
to use, like info at, or helloat, or whatever your, you,
another email address that youhave to use.
And that's why I was saying thatyou can, if you have a Gmail
address
Lynda Artesani (33:34):
Yes.
With
Dan DeLong (33:35):
You, with the pluses you could use, you could set up
yeah.
An email address that is a, userid.
Different, but it, willautomatically get forwarded.
All the communications getautomatically forwarded to your
main, email.
But if you have access toanother email address, by all
(33:55):
means, set up a smart a firmuser, a team member who is you.
As a as a, secondary way to getin.
I am trying to sign in here justto give
Lynda Artesani (34:10):
a, visual.
Yeah
Dan DeLong (34:11):
That's another screen.
Lynda Artesani (34:12):
It's actually a really good tip, Dan, because I
don't think we think about thatand I could use like my Mac,
address or something like that.
So it's completely separate fromthe business, but Yeah.
Because you ever get stuck youwant an ability to be able to
get access to the sales ifsomething happens.
You don't wanna
Dan DeLong (34:29):
get un you don't wanna get unstuck.
Lynda Artesani (34:31):
Yes.
And it's not easy to fix on alot of these things.
They're
Dan DeLong (34:34):
locked out, correct.
There's nothing worse than whenyou lock your keys in the car.
Lynda Artesani (34:39):
Oh, and Jessica wants to know what is a firm
user?
A user through my QBO account.
Yes.
Not through the client's,limited number of users.
Correct.
Affirm use would be under yourteam.
It's called team.
Basically just there
Dan DeLong (34:53):
Trying to show.
That's about all I can show.
Lynda Artesani (34:58):
Oh yeah.
Go back to the left.
You had it almost there.
Dan DeLong (35:03):
Yeah.
So you can see that I'm in here,I'm in this demo account, time.
Yeah.
But lots of names, all sorts.
Yeah.
And you can see the, differentemail addresses here.
And then here's what I'm talkingabout here on the plus one.
So, this is Dan plus one atwhatever the domain is, and that
(35:26):
is a different user and a useraccess that's not the primary
admin or the primary user ofthis particular firm.
And do you
Lynda Artesani (35:36):
make them a company admin when you put them
in so they've got Yes.
Full.
Dan DeLong (35:39):
Yeah.
They'll have full access, sothey'll basically be doing
everything that you can do otherthan.
Modify the pri, who the who theprimary is.
And those, types of things.
So that would be where you couldset up a, at least a, backdoor,
Lynda Artesani (35:58):
yeah.
Entrance
Dan DeLong (35:59):
Into, your firm so that if your login happens to be
compromised you'll your workisn't necessarily prohibited and
don't have a forced vacation,by, doing that.
And then somebody was oh.
So here I am, signed in as afirm user.
(36:25):
So, if this is,
Lynda Artesani (36:28):
if you're primary, yeah.
Dan DeLong (36:29):
If you're the primary, it's under this edit
client, you've got this deletepermanently you have to be the
primary admin of the firm, notof the company.
To, in order to see this dropdown option.
So that's that's where you wouldbe able to completely remove and
(36:50):
that actually does sever theconnection between you and the
user.
User, and
Lynda Artesani (36:55):
it kicks off your points.
Dan DeLong (36:57):
Yeah.
That doesn't reduce your pointsbecause they're no longer an
active customer.
But if they're not an activeclient anyway why
Lynda Artesani (37:08):
not?
Yeah.
You want to take that exposureaway.
You don't ever want to.
I had that happen once where, I,had somebody attached from a
long time ago and I was goingthrough my list trying to clean
my list up, do likehousekeeping, and I accidentally
clicked on one that I didn'tmean to log into, but I did.
And I hurried up and got outbecause they weren't a client
anymore.
I'm like, I need to get thatoff.
And I wrote to them and told'emwhat had happened and that I
(37:30):
didn't do anything in the file.
I happened to just log in'causeI clicked a name that was
similar to another and that Iwas gonna remove them from the
list.
And I, and then I subsequentlydid that, but I wanted them to
know in case I saw.
'cause I've had clients come tome when they've had a problem
and they go, who is this personlogging in that, that was
working for me before?
And I don't know who this personis.
I'm like, you go back to yourold accountant and find out.
(37:52):
But yeah.
Dan DeLong (37:55):
Okay.
since we only have 20 minutesleft and we're not gonna talk
about that, spend managementlet's talk about the next time
for the remaining time that wehave here.
The email that came out thismorning about pricing changes.
Now I made a blog about desktoppricing, not even realizing that
QuickBooks online prices changeor are changing as well.
(38:17):
So I'll add that to the list ofthings to do.
But here's, a blog and I believeI have it.
I've shared it already.
Lynda Artesani (38:28):
Yeah.
Dan DeLong (38:29):
But things about the desktop pricing and what's,
changing and what's coming and,biggest changes is dealing about
payroll.
Payroll in, in desktop, right?
So here's the general idea of,oh, what's happening?
Lynda Artesani (38:47):
Oh my goodness, I just saw the bottom line,
Dan DeLong (38:50):
right?
Oh my goodness.
All right.
Pro and premier, actively notbeing sold anymore, but existing
customers can keep theirsubscription assuming that they
pay these prices, right?
So you can see pro, a singleuser was 9 99 a year.
It's only going up$50.
(39:12):
However, the additional seat isgoing up$110 each.
So pro you can have a maximum ofthree users.
If you do have a pro user withthree seats that's gonna go up
$50 plus,$110 for eachadditional user.
(39:33):
That's now to.
If they have a three user that'snow three 200, and I'm trying to
do the math here.
Somebody I know has acalculator, don't ask me to
count as an account just for aa, three user license of Pro and
that's pro right.
(39:54):
And then Premier is going up$70for a single user but$160 for
the additional users, which cango up to five.
Enterprise already got its priceupdate, oh my goodness, in
February.
So that was like 15 to 20%.
(40:15):
Depending on the number ofusers.
There's a blog article aboutthat.
I, should probably have one bigblog article of all of the
pricing increases.
And accountants are not immuneto this price increase either
because you see desktop.
Accountant, the single the,standalone where it's not part
of your ProAdvisor membership isgoing up$600 a year.
(40:39):
The ProAdvisor Premier bundle,which gives you the desktop
accountant is going up$500 ayear.
So if you are a desktop, add-onwith the Premier bundle, that's
going up$500.
And then the Enterprise Bundle,which includes Enterprise and
Accountant Edition for Premier,is going up$800.
(41:02):
So that is all taking effectOctober first,
Lynda Artesani (41:08):
At least they gave us some notice
Dan DeLong (41:11):
as, as far as the renewal, right?
It, doesn't mean that you'regonna get charged this on
October 1st, right?
It'll be, it's when your, whenyour yearly subscription renews,
whenever that is, that when theprice increase will occur.
And then we have the desktoppricing up update.
(41:32):
So the base fee, and theemployee per employee charges
are unaffected.
So it's just the base fee ofbasic enhanced and assisted is
going up.
So assisted is going up$6 amonth.
'cause it only builds monthly.
Enhanced is going up$40 for theyear and basic which is, I don't
(41:57):
know why it's still around, butit's it's basically payroll
without the form is going up$30.
Now this is the, biggest, thisis the out.
Yeah.
So gold and platinum forenterprise includes enhanced
(42:18):
payroll.
And up until August 1st therewasn't.
Per employee charges.
But now after August 1st, thereare, so from one through nine,
it's$3 for for each employee.
And they calculate activeemployees if they got paid.
(42:42):
So it's not like you have to gothrough your list and inactivate
employees if they're not gettingpaid.
They only do that based off ofif they got a check during that
month.
But it's different than othertiered, tiered options like
this.
Whereas one through nine you'll,always pay$3 for per ac per paid
(43:08):
employee.
10 through 29 is$2 and 50 cents,and three 30 through 90 is one$1
and 50 cents.
And 100 to two 19.
I'm not sure why that number isit?
But those go to a dollar.
(43:29):
And lo and behold, if you havemore than 200 and 20 employees,
that 220th employee is free.
Thanks.
But you, that payroll is good.
You'll still for everyone upuntil that point.
Wow.
So that's, a huge difference.
(43:50):
Yes.
Which, we saw that coming,right?
I could envision could haveenvisioned this this from taking
place.
Things can only be free for solong before someone figures out
what's going on here.
And there was I think inFebruary there was an alert sent
(44:12):
out where you had to go in andif you were an active subscriber
and you had to accept the terms.
Per employee, but they nevertold you the details.
Now there's, details and throughthe form they're giving you 30
days to figure things out.
Now I put down here a littlepayroll fee calculator.
(44:33):
Oh, nice.
Let's say I told you all thismorning with ai.
Lynda Artesani (44:38):
Wow, that's cool.
I like
Dan DeLong (44:40):
it.
So let's say you have 50employees and you're on Golden
Platinum.
What would your monthly fee be?
Hit the button.
Come on.
Oh, I'm in preview mode.
Why?
Ah, geez.
Lynda Artesani (44:52):
It's hard for us as accountants, if we were doing
the inclusive model from a longtime ago that Intuit encouraged
where we paid their software andwe paid their payroll, and then
if they have a revolving door ofemployees, how do you count and
add all the people that come andgo and track all this stuff?
And now, especially if there'sextra employees, it's gonna cost
more for them.
(45:12):
And you're gonna have to factorwhen you build them, which is
gonna be extra work on you.
Dan DeLong (45:19):
I can't seem to click the calculate fee button.
Lynda Artesani (45:21):
Oh, it says
Dan DeLong (45:21):
your, it worked earlier today.
Lynda Artesani (45:23):
Ah,
Dan DeLong (45:24):
it's cool though.
But yeah so Diamond is a littlebit different in that it is$1
and 50 cents per employee perpay period.
Oh, wow.
And that was differentregardless, right?
Because they're, using theassisted payroll in Diamond.
Yes.
There's no way to get Diamond inand use Enhanced, and it was a
(45:49):
dollar so now it's a dollar 50,so it's, basically gone up 50%.
For, Diamond.
So you can, and here's anexample, right?
So if you paid, if you pay 15employees a month, the first are
gonna be billed at$3 each to$25.
The next one will be billed at,two 50 each.
(46:09):
So the total monthly at thatpoint is$42.
That's what this calculatorshould do.
I'll trouble it a little bitafter the webinar and we'll
figure out what what's going onthere.
But you should be able to put inthe number of employees, choose
the plan, and then is thecalculate fee.
(46:31):
When you choose Diamond,another, little popup will come
up and ask you how many timesduring the month do you pay
them, and then it will figureout the, number for you.
Lynda Artesani (46:42):
Leslie has a great question for you, Dan.
Because I'm not gonna answer.
It's a hot potato and I,answered it in my mind, but QB
Desktop and Enterprise Solutionsis a mature software, meaning
that Pat, the patches, updates,improvements are not happening.
So what's driving the largeprice increases,
Dan DeLong (47:02):
The, it's not the logic.
The logic isn't, you're payingfor new features you're just.
This is, how it's, this is thelever that Intuit is pulling to
make people uncomfortable tohave the conversation.
Is it now time to move toQuickBooks Online?
(47:25):
Yeah.
And then, on the, tails of allthis, QuickBooks Online
increased its prices as well.
And this was also with August1st the new subscriptions after
August 1st we'll have a, newpricing increase.
Simple Start is only going up$3.
(47:47):
Hooray.
Who
Lynda Artesani (47:48):
uses that
Dan DeLong (47:49):
though?
Lynda Artesani (47:49):
Really?
It's not personal maybe, butYeah.
Dan DeLong (47:54):
Yeah.
As far as the, feature set is ispretty, pretty limited.
Essentials is going up$10 amonth.
So that's, not terrible.
Online Plus is going up to one15.
So that was 99.
So that's a$15 a month increase.
(48:18):
But make sure you're sittingdown advanced, yes, is going
from 2 30, 2 35, which is whatit is today to 2 75.
So$40 per month increase, for,online advanced
Lynda Artesani (48:34):
Is Ledger staying the same price too QB
Ledger, the
Dan DeLong (48:38):
ledger is unaffected.
This year.
And you have the option of doingannual'cause the only way that
you can purchase is through,your firm bill.
So you, it's either$10 a monthor one 20 a year.
So you do have that option nowto, pay annually for your,
(49:00):
ledger client.
Lynda Artesani (49:01):
That got a Yahoo.
Christie's asking aboutQuickBooks Desktop Enterprise
solutions that the client paysdirectly for.
Do you know that price increaseat all?
I'm sure they're gonna Oh, theenter.
Dan DeLong (49:14):
Yeah.
I have it on my blog here aswell.
So if you go, check out theblog,
Lynda Artesani (49:21):
sign up for Dan's blog.
You'll be in the know.
Dan DeLong (49:25):
Yeah.
And where is it now?
Let's see here.
Oh, there's Matthew.
Yeah.
Hey, Matthew, there.
It's the frustrated.
Lynda Artesani (49:37):
Yeah, it's a great picture.
I saw that.
I was like, that's a greatgraphic for this.
Dan DeLong (49:42):
So enterprise silver, gold, platinum.
This was this occurred or wasannounced in February, which is
typical the enterprise priceincreases has happens in
February.
And then all the other desktopand, updates occur in August or
October.
It really just depends on the,timeframe.
(50:04):
So you 15% for one through fiveseats and 20% for six to 30 for
enter silver, golden, platinumdiamond is a flat 15% increase
across all seats.
So it doesn't matter how manyseats that you have in, Diamond,
it's 15% price increase.
(50:29):
Yes.
So that's that's all in there.
On, on that blog as well, as faras the
Lynda Artesani (50:35):
You can, change from, if you're paying monthly
on, on ledger, how to change toannual billing at all.
Dan DeLong (50:42):
You should be able to do that in your, when you go
into, manager managesubscriptions.
I don't know if you can changeit.
But I know that if you set up anew one, you have the option to
to pay with with the annual.
Lynda Artesani (51:01):
Julie's asking, can you cancel ledger, then
restart it later in the year?
There must be a tax firm that'sjust using it for tax purposes.
But I think if you do, you haveto start over.
Isn't that done when you closeit off or is it resurrected?
Like you can with QuickBooksfiles.
Dan DeLong (51:15):
That should be it should be a possibility, right?
Because it is a QuickBooksonline subscription.
Just like anything else.
And when you cancel asubscription, you have it
accessible as read only for ayear.
So assuming that you pay for itone month and you're done with
(51:36):
your writeup or, whatever, andyou're not adding new,
transactions, you can inactivateit which will then put in that
read only state as long as itdoesn't say it's actually gonna
get deleted.
And that date doesn't transpire.
Or doesn't go past that date,then you should be able to pick
(51:59):
it back up within that point,cancel it again.
You get another year.
Lynda Artesani (52:05):
Yeah.
Somebody's asking too if, isthere a way to, is there any
alternatives to QuickBooks?
Dan DeLong (52:14):
That's what we talked about.
Week show.
Lynda Artesani (52:16):
Yeah.
Call Sarah.
Yeah.
But there is zero, and they doraise their prices too, but not
to the levels.
But the products aren't exactlythe same, so you really need to
do your homework to figure outwhich product is gonna work.
But it's a great product too.
Oh, maybe somebody saidreactivating a canceled ledger
subscription has to be assimple, has to be as a simple
(52:39):
stock.
Oh, that's a good point.
Jessica said a good point.
Yeah.
And if you're in it, likesomeone said, that if they're in
a simple start, their clientdoesn't need to be in it.
You could start a new file atthe beginning of the year and
just use it's not that hard tostart a new file.
Grab the balance sheet, startwith the new balances, and it's,
it is work.
(53:00):
But if you're trying to saveyour clients, those pennies from
Simple Start, it would work.
It's just more work for you toget'em in there.
But sometimes, you have clientsthat have been in files for so
long, it's yeah, it may be goodto start something new.
It's not always a bad thing.
Or changing to zero, it's thesame thing.
Just starting a new filesometimes easier than trying to
copy and re reinvent the wheel.
(53:22):
But yeah.
Dan DeLong (53:24):
Yeah.
Those, so those are the, that'sall about the spend management.
Yeah.
We were gonna talk about today.
Yeah.
You wanna save that one for nexttime, Dan?
Yeah.
So join us next time.
Yeah.
For where we talk about the,spend management functions,
(53:44):
we'll talk about the QuickBooksbill pay we'll talk about
expense claims in advancebecause now you're paying$40 a
month more for expense claims inadvance.
Sometimes
Lynda Artesani (54:03):
I really, feel sometimes too do I want all the
eggs in one basket?
Do I wanna use their billimporting system or do I wanna
use Dex or Hubdoc that'sspecifically designed for those
things?
And I get more bells andwhistles, and I'm not beholden.
All software goes up.
You have to pay your people,right?
And you pay for innovation andyou pay for new things.
And sometimes you're payingbecause they're trying to get
(54:24):
you outta the product.
But, you, do, you have to paypeople's salaries.
Everybody gets a raise.
So that's how I look at it.
Maybe there's not a lot ofinnovation, or I look at
advanced and I see that$40increase price tag.
And I think what did I, getoutta that?
And years ago there was alwayssomething new coming.
But in software world, thingscost a specific amount of money.
(54:45):
And I look at software as suchan important it's one of my
biggest expenses when I'm payingfor it and or my clients are
paying for it.
But the values there, you haveto kind weigh.
Doing things manual or switchingto something to save in.
Simple start, but doingworkarounds to get around it.
Is it worth all your time andeffort than just paying what the
(55:06):
difference is and then havingthe amazing software.
'cause that's really where theworld is going with technology.
And I think sometimes peoplefocus so much on the pennies and
then not looking at big picturethat they save money that way to
be in a better product and, gowith that.
So yeah.
But I think with the eggs in onebasket
Dan DeLong (55:26):
yeah.
I was ha I was having, achallenge at the I think into a
connect with a limitation thatthe invoicing didn't solve in
the new invoice experience,right?
Inside of QuickBooks online.
So I started looking at otherapplications that might.
(55:48):
Solve the problem.
And I was surprised at theirpricing right here.
This is a, an invoicing onlyapplication and they're basing
their fees off of the volume,which it's up to them hard to
figure their own pricing model.
Lynda Artesani (56:06):
Yeah.
Dan DeLong (56:07):
But, that would've added four times the cost of the
of, QuickBooks.
Yeah.
Just for invoice.
And, QuickBooks is the shallowend of the pool arguably for, a
lot of these workflows, despitewhat their marketing might be
(56:28):
saying about Intuit EnterpriseSuite being the be all and end
all of, all of these things.
But, sometimes you need to gooutside of the, QuickBooks
ecosystem and their prices maydouble or triple what you're
paying for QuickBooks just forthat.
Solution, whether it's inventorymanagement, that isn't really
(56:52):
handled all that fantasticallyin inside of QuickBooks Online,
if you need more than what it'sdoing.
That, so the cost for inventorymanagement softwares, is is
definitely eye-opening forthose.
But if they're getting thefunctionality that they need, it
(57:14):
is, definitely worth it.
So thinking of that in terms of,wow, this is$40 a month for
advance times 12,$480 is, anadditional increase.
If they are using those advancedfeatures, then it certainly is
worth it over, the long run.
(57:34):
Not that I'm justifying thesepricing.
Lynda Artesani (57:37):
No, but you should evaluate.
We do that as part of our scopewith our clients.
We evaluate how much,'cause someof the legal tech software is
very pricey and we'll go throughit.
All right, you're using this andwhat is it doing for you?
I'll ask the client, what is itdoing for you?
How does it help you?
And then also I see you have 40users you're paying for, and the
client's typical answer is what?
(57:58):
40?
No, 40 people aren't using it.
And then we go to the list of soand so shouldn't be on it.
And now we've saved the clientmoney just by reducing the
users.
'cause a lot of them charge byusers.
So it's a way you can help yourclient, but you do wanna help
analyze your, start with yourown books, look at your own
software and see what you'respending money on, and then
start to do that for yourclients.
They won't be so happy with you.
(58:18):
But you're right aboutQuickBooks seems it does seem
like we get hit with theincreases, but I think the value
sometimes the value's there.
In the fact that if you look atother alternates that are
equivalent you're spending a lotmore, if I want to go to Intact
Sage intact, it's gonna cost myclient a lot more, and then I
don't have all the extra bellsand whistles I can add to it.
(58:38):
So it makes difference.
Dan DeLong (58:40):
Yeah.
And then the other thing is theper user cost, because if you've
got Yes.
If you've got five users in,plus you know that, essentially
is$20 per month per user whichis, not so bad.
But if you've got one user inPlus and you're only in there
because you need class tracking.
Yeah.
That's, a little hard tojustify, especially when it's
(59:03):
now one user.
But if you spread it, across allthe, all of the people that are
using it.
Yeah.
Advanced at 25 users, if you'vegot 25 users in your advanced,
or a team of 10 or 15,$40 amonth isn't not true.
Lynda Artesani (59:21):
Especially tailor it down too.
That's what I love about it withadvanced, I can really make, I
make users for my clientssometimes, this person's this,
and they don't need to be inthis.
I can really streamline it down.
Just almost like enterprise, notquite.
But I think too, when you'relooking at payroll prices too, I
always go back to a client andI'll say, look, if I were to do
(59:41):
this manually, it would cost youfive times that.
So why would you want and have ahigher, chance of errors than
me?
Having me do it personally,which we used to do a long time
ago before the software.
So now you've got the softwareand it is at an expense, but
it's, of, there's a huge valuethere.
And I think we got spoiled alittle bit with the competition
between all the differentpayroll companies and the
(01:00:02):
pricing and now they're allstarting to go up.
So I think that if you'relooking at payroll pricing, I
still think it's a very goodvalue for what you pay, even if
you have to pay per employee.
Dan DeLong (01:00:14):
Look at the, there's a good exercise in making
another spreadsheet.
Yeah.
And evaluating what it is thatyou're the software costs and
going into a meeting with yourclient and saying, okay here's,
what's happening.
(01:00:35):
Here's the, here's what we'regetting for it.
Maybe it's time to downgrade,maybe it's time to upgrade.
Yes.
Or maybe it's time to dowhatever.
Yes.
This, is another value addedconversation that you can add
with your, clients.
And hopefully, that helps.
so next time we'll be talkingabout spend management which.
(01:01:05):
What if you, need more intothose spend management platforms
and we'll actually have ourfirst app showdown between ramp
or pay one, where we'll betalking about these spend
management platforms what theydo well with, good versus bad,
or pros and cons.
(01:01:26):
Yes.
Pros and cons.
Lynda Artesani (01:01:27):
Not good versus easy.
Yeah.
Dan DeLong (01:01:30):
Alright.
So thank you Lynda for, joiningus.
You're welcome.
Joining us today and it's finebeing the sounding board of
today.
And appreciate all of you thatjoined us here today.
Hopefully this doesn't sour yourentire day with, all this great
news.
Yeah.
And hopefully and the, theslides with the two slides that
(01:01:53):
were actually pertinent fortoday does, have a link of the,
to be able to submit a.
Regarding the security, right?
That would be a, specialized wayto go and, put in your feedback
about the security vulnerabilityso that the security folks get
(01:02:18):
a, look at this feedback ratherthan just putting it inside of
QBO, right?
Yes.
Because this is the larger issuewith with security vulnerability
more than just with QBO.
So we appreciate you joining ushere today, and we'll see you in
a couple weeks on the QB PowerHour.
And hope everybody has a greatday and a great week ahead.
Lynda Artesani (01:02:41):
Hi everybody.
Welcome everybody to another QB Power Hour.
Today we're going to hopefullybe talking about spending,
spend, management, managingmoney out of QuickBooks.
But based on some recent andlate Breaking Tuit news and
happenings, we may never get tothis topic, but hopefully we
(00:53):
will be able to today.
We may have to postpone our,topic, because I know this will
be a hot topic when we get tothe things that we're gonna be
talking about on top of that.
But my name's Dan DeLong orDanwidth and School of
Bookkeeping worked at Intuit fornearly 18 years.
And thankfully I'm not workingthere today after all of the.
(01:19):
These things that are going onbut co-hosting here as well as
over the workshop Wednesdaysover at School of Bookkeeping,
and a feature deep dive host onthe unofficial QuickBooks
Accountant Podcast.
Matthew's not joining us heretoday, but filling me in for him
again is Lynda Artesani.
You wanna introduce yourself forus?
Lynda Artesani (01:39):
Sure.
Lynda Artesani.
You probably know me fromhanging around with Matthew
because we are best friends, butI'm gonna cover him until you
can come back.
But yeah, Artesani Accountingand the proper trust.
Our firms are just work onlywith lawyers, so it's, a great
job.
It keeps us busy.
I really do love having thatniche and specialty.
(02:01):
We also have the Accountants LawPod, which is a podcast that you
can listen to if you wanna learnabout working attorneys,
especially if you only have one.
It's a great resource.
And also the Accountants LawLab, where we have a mastermind
group every Friday we hop on andwe.
Deep dive into all sorts oftopics, not just law firm stuff.
We could do business stuff.
We're actually gonna do one in acouple of weeks where we're
(02:23):
going to do a critique ofpeople's websites.
So that's gonna be a fun one formarketing purposes for lawyers.
Fun,
Dan DeLong (02:31):
fun stuff.
Again, thanks for filling in onagain, sort to notice we we,
wanna have everybody back.
And so I, I did that video tohopefully streamline some of
these housekeeping andannouncements.
So Blake was talking all aboutthe CPE credit.
We have our channel on, onearmark for, available for CPE
(02:56):
Credit.
Those are uploaded typicallyfive to seven days after, so you
can always check those out.
And we talked about that and thedoor.
And so let's talk about whatwe're gonna talk about here
today.
In the news.
There's some, A lot of posts anddiscussions about Intuit login
(03:16):
vulnerabilities.
So we want talk a little bitabout the Intuit login and and
what you can do as an accountantto make sure that you are,
you're taking as the best stepsthat you could take to ensure
that, your gateway into yourQuickBooks and your client's
(03:39):
QuickBooks is not compromised.
And then hopefully we'll get tospend management, which, which
is all about expense claim.
We wanna talk a little bit aboutexpense claims and QuickBooks
bill pay.
And in between all of this, aswe were trying to prepare an
(03:59):
email came out this morningabout pricing updates.
We, I.
We might get to talk about thatand maybe that's what we talk
about as the, login and thepricing changes to make sure
that people are at least awarethat the pricing is changing and
(04:20):
that your login needs to besecure.
Yeah.
But so let's talk a little bitabout the the Intuit news.
And as far as the loginvulnerability, right?
So there's, a lot of more,there's more and more reports of
accountants logins beingcompromised.
The, and the, ultimately whathappens is that the password
(04:41):
reset process has somevulnerabilities that are open to
the bad actors that are outthere.
I really wish, these bad peoplewould actually use their talents
for good, but they're reallysmart.
And they're they're found in,the easy way is to do bad
(05:04):
things.
And and it's super important todo that, for, you to take as
much steps to, do that because,because of all of the things
that that, you essentially haveaccess to.
And the more, more and more thatIntuit is getting involved with
(05:29):
real money movement that makesthis very enticing for those bad
actors and hackers out there totry to compromise your login.
so Lynda, you were ha you weresaying a, horror story of, of
things that were happening withit.
(05:50):
Wasn't you it was a client,right?
Lynda Artesani (05:52):
It was the client.
They.
They did everything right.
This client did everything rightwith her accountant login,
having it all protected.
But sorry.
She was an employee working ata, law firm, but the client, her
bosses tax firm did not.
So they had no protection andapparently their, account got
(06:16):
hacked and because the taxperson had a login, they logged
in, they changed the bankaccount for merchant services to
their own bank account, this badperson.
They did.
And they, as things came in andthey processed some invoices to
be paid to go into their bankaccount, they also set
(06:37):
themselves up as a vendor andconnected their bank account so
that they could be paid by thefirm.
To pay the bad people becausethey set themselves up as a
vendor and they did it prettysmart smartly as far as like
they set up the person's name.
So they invited themselves as auser.
So they hacked into the taxperson, invited themselves as a
(06:59):
user into the, one of theirclients' accounts.
So instead of Lynda Ani, theydid Art Asani comma Lynda.
'cause you can't have two namesthe same.
And then they had a field daywith the data because like you
said, Intuit's now in thebusiness of money movement, they
were always with merchantservices.
But now with the bill pay, thatmakes a difference.
And they were trying to extractthe money.
Fortunately for this client,they weren't hurt because they
(07:23):
picked a bank account thatdidn't have a big enough
balance.
So when the money tried to move,it got, that's how they got
flagged.
They got a notification that it,there wasn't enough money in the
account.
And then they then they also,because they were doing it both
sides, so they were trying toget the money coming into the
firm and they were also tryingto get the money going out of
the firm.
They also had that a CH next daywhere you paid extra fee.
(07:47):
So the money got clogged intothat pipeline where they never,
it never reached them and theyhad to report it to Intuit.
Intuit was helpful ish, but theyhad to deal with the merchant
services account, merchantservices team, which it's not
the same as the team Dan used tobe on, where it's a little more
difficult to get thingsexplained and through, but it
(08:08):
was really horrifying for theclient.
And, you think you're doing theright thing.
Like I'm protecting my clients.
I use the pass key, which Ithought was great, and instead
of having to type the get thebank code and through my phone
and all that.
But you don't think about it,that also the tax person's an
invite t on the accountantslogin, and that's another
(08:30):
vulnerability.
And the tax firm might not have.
That's set up in their account.
So I guess it's a question weshould all be asking.
Dan DeLong (08:38):
Yeah.
The in your particularsituation, it was a client who
got yes.
Compromised.
Yep.
But imagine, your login beingcompromised.
Now all of your clients areaccessible to to that login.
And the same thing can happen,right?
(09:00):
They can log in as you accessall of your clients and do
exactly the same thing.
So it's, yeah.
It's essentially now you are nowthe tip of the iceberg for the
conduit, right?
Lynda Artesani (09:12):
You're the conduit to all these clients.
And if you have over a hundredclients like Sarah and I do,
that's a lot of people.
It's scary, right?
It really is.
Dan DeLong (09:22):
So, one of the things that that Intuit has
recently done with regards tothat sort of thing long come on,
go forward.
So we all know about the MFAcode, right?
Which is the multi-factorauthentication, which is that
six digit code that will cometypically to your phone,
(09:44):
potentially to your email thatwill help prove who you are when
you are when you are signing in.
Now, a newer thing is this passkey and I wrote a blog about,
the, what this pass key actuallyis, and it's actually twofold,
(10:05):
right?
There is a, there's an anonymouskey but that's stored in the
cloud, and then there issomething that is stored on your
device.
And that device will typically,marry or match to that anonymous
key, and then.
As a, as as Apple is trying toexplain, and Intuit is trying to
(10:27):
find they're, virtuallyUnguessable, right?
That's the whole idea with, PAkeys.
I have not quite figured outwith you signing in on one
device versus another deviceand, enabling this pass key how
it, all works out.
(10:48):
Especially when one device is aMac and the other one is a
Windows machine.
Lynda Artesani (10:52):
Yeah, that's what, see, I have a Mac and I
have Apple everything.
So I use my fingerprint.
I use my fingerprint.
But when you think about it,have you ever lost the key or
not copied or to saved it?
You're really screwed becauseyou, have that one chance, you
know that one code that theygive you, unless you're using
like a Google Authenticator,which is what I used to use,
right?
Yeah.
You're really in trouble if youdon't have that stored
(11:14):
somewhere.
But then how secure is it?
Dan DeLong (11:17):
Yeah.
These pass keys so far what I'veset it up the, pass key is, not
something that you write down orRight.
Save or do, anything like that.
It's just stored internally intothe device itself.
And then you've got theadditional things of the
biometrics of what you weresaying, like your fingerprint.
Lynda Artesani (11:35):
Yeah.
Could be facial
Dan DeLong (11:35):
or your face or, I don't know blood sample.
Lynda Artesani (11:42):
Megan, Hanney is asking, have they seen this
problem with platforms likezero?
I don't think it's across theboard No.
Where everybody is vulnerable ifyou don't do that.
The,
Dan DeLong (11:51):
you should always
Lynda Artesani (11:52):
do MFA.
The
Dan DeLong (11:52):
thing of the thing about the vulnerability, I'm
sure any, any website that has alogin is potentially v
vulnerable right to hackers.
My login was, was, compromisedfor my bank.
Many years ago.
(12:13):
And that's when I started tolearn all of these shenanigans
that were, going on and theimportance of an MFA code.
But still, that's only as secureas where you get the code,
right?
Yes.
Some people will have that textforwarded to Slack, right?
And so yeah, if somebody goesinto the Slack, they've now got
(12:36):
access to the code, right?
These codes are only as good asthe setup that, that you have
them on and the security thatyou've established around those
things.
Email and your phone number andthose things, they can also be
compromised as well, right?
(12:58):
Yes.
So if the if the individual isdoing their due diligence, the
bad actor and they have accessto your email, then those codes
are just.
Being received by somebody whocan access them just as well as
if they were you anyway.
So the real vulnerability of allof this is, and I make sure I'm
(13:22):
on no, I don't put two slides inhere.
I'm sorry.
I thought I had more.
Hey,
Lynda Artesani (13:29):
here.
Dan DeLong (13:29):
More than that.
In here.
Alright.
The real vulnerability to, toall of this is, in the recovery,
right?
When you sign in in, intoQuickBooks and you get to a
point where you need, you'veforgot your password, right?
Which technically, any bad actoris forgot, gonna click on,
(13:56):
forgot your password, becausethey don't have it, right?
Or at least they They that's thetheory, right?
As long as they have a login.
The name of the login, whichthat's one of the best practices
here is not to use your emailaddress as your login, right?
Lynda Artesani (14:18):
Yes,
Dan DeLong (14:18):
exactly.
As there's a login name and thenthere is a, an email address and
a phone number.
Those are the three pieces ofcontact information of that make
up your login.
And I'm putting in the, chathere, prior QB Power Hour that
(14:39):
we talked about, the whole thingabout logins and how you manage
your logins going into camps orthe, account
Lynda Artesani (14:47):
portal, oh, there's so many places.
'cause I wanted to change myemail with Intuit that I had
from a long time ago.
And it, it's.
I had, I reached out to Dan Luand he sent me the list of all
the places you have to update.
And I just said, I'll just keepthe email.
I took the lazy route.
But I think when you Are, I,should you, do you think, Dan,
(15:09):
that we should change ourpassword like every quarter,
like the banks require you to dowith Intuit financial stuff,
right?
Dan DeLong (15:17):
Yeah.
All of those best practices are,in place, but the vulnerability
here is that, it doesn't matterwhat your password is and how
strong it is.
If there is a way to recoverthat password and reset that
password that, that has avulnerability, then it really
(15:40):
doesn't matter how strong yourpassword is.
It really doesn't matter if youhave a pass key set up.
It really doesn't matter if youhave an MFA code sent to you as
long as somebody can change yourpassword.
And that password process of ofrecovering that.
Changing the email, changing thephone number that's associated
(16:00):
with the, account only requiresan id.
Which is a, photo id, which cancertainly be forged, by these
bad actors.
They're very good at datamining, right?
And they may not get all theinformation directly from you,
(16:20):
but they can go, ping, a loginthat's associated with you
somewhere else, get a little bitof information.
There's lots of public recordsthat are, out there, that are
tied to you.
So they're really good atputting the pieces of the puzzle
together to
Lynda Artesani (16:41):
Yeah, to find
Dan DeLong (16:42):
that, personally identifiable information.
And I don't know that what, whatsteps Intuit is making to
validate.
ID as being authentic and
Lynda Artesani (16:57):
Yeah if you have a Florida driver's license, I
had this happen where I forgot,remember when they made all the
ProAdvisors redo their identityat one point and everybody was a
big brew ha on, on the communityabout why should I have to give
them my driver's license?
And they sent you a link on yourphone and you just had to take a
picture of your driver'slicense.
(17:18):
But with a Florida license, wehave a weird thing on the back
that's like the barcode goesacross where I guess others goes
up and down and it would nottake my driver's license.
So I had to call them and theysaid, you need to use your
passport.
So I had to go dig my passportout to be able to verify I was
in fact, who I was.
Also, Miriam, Wilson wants toknow what happens to your past
(17:40):
key when you get a new phone.
I'm using my fingerprints, so Ijust set my fingerprint up, but
I think you have to put yourGoogle Authenticator or your
Microsoft Authenticator on it.
What, other things would youhave to do, Dan to if you're
changing phones?
Dan DeLong (17:56):
Yeah.
Just like anything else, youjust have to reset all that
stuff up.
Lynda Artesani (18:00):
Yeah.
Dan DeLong (18:01):
And it's, now getting to the point where it's
harder to prove who you are whenyou are that person Than the,
other actors that are out therethat, that pretend to be you.
So I put in the chat a blogarticle that I wrote about path
keys.
I was gonna ask check, that out.
(18:22):
About the change in the Intuitlogin about pass keys.
And I tried to combine that withwhat Apple's talking about with
with, task keys for a little bitof details about what a passkey
is and, how safe it is andwhatnot.
But again, you know that it'sinteresting.
That is only as secure, right?
(18:43):
All the, all of these things ofauthenticator apps, passkey,
strong passwords, all thosethings, they're, vulnerable
through this intuit process ofhow you reset and change those
things, right?
Because all that requires is a,is government ID or a photo id,
(19:04):
which may or may not be the,most proper thing.
So there's things that, thatIntuit really needs to to
change, which is again, gonnamake you, annoyed with Intuit
because you have to jump throughall these hoops in order to
prove who you are when youlegitimately need to change
these things, right?
(19:25):
It's just and as we were talkingabout right, right before we
went live this, is allreactionary.
Just like TSA, right?
Like when you go fly, right?
You think back 3, 9 11, how easyit was to get through security.
Lynda Artesani (19:40):
Yes.
Dan DeLong (19:41):
But then these things started happening where
people started puttingexplosives in their underwear,
in their shoes.
Thank God it was
Lynda Artesani (19:49):
the
Dan DeLong (19:50):
shoes
Lynda Artesani (19:50):
though, Dan, that's easier to take off.
Dan DeLong (19:53):
Exactly.
So that made it moreincreasingly annoying to go
through security because ofthose bad actors that decided
to, do these bad things.
Yeah.
And now on the flip side of thatyou've got, okay, how do I get
through security much faster?
(20:13):
We've got things that you canpay for and set up to, to make
that a streamlined process soyou don't have to take off.
You don't have to take but, youhave to go through a process in
order to prove your identityjust the same, which is
Lynda Artesani (20:28):
deep.
It's a deep pro.
Especially if you go like globalentry, it's very deep.
But as you said, you went and ithappens here in Florida.
You get in the line and all theold people have done pre-check
and that line's longer than theother line.
And you're like why did I dothat?
I just get in the other line,taking my shoes off.
But,
Dan DeLong (20:43):
if everybody's in the express line, how exactly
Fast is the express line?
Lynda Artesani (20:47):
It's faster though.
'cause you don't have to dothat.
Roberta Holman's asking do,where do you change your unique
name instead and where do youchange to a unique name instead?
So where do you change yourlogin Within Intuit?
Dan DeLong (20:59):
So you would sign in to the account sign in, which is
quickbooks.com/accounts oraccounts.intuit.com.
Either one.
There's, a multitude of ways todo that.
But once you're signed into theIntuit account screen, and I'm
not gonna.
Show this to you because thatwould make me vulnerable because
(21:22):
now I'm streaming this onFacebook.
But you, log in there and thenthere will be the, a section
that will have the user id, andthen you can change that.
And then there is the emailaddress that you can update
that, right?
And then the, next thing rightis, all about this.
(21:44):
What if you do get compromised,right?
Now you're signing your log,you're blocked out of your work
essentially, because you have noway to get into your, to your
login while this is all beingsorted out.
So there's a good best practiceof making a backup login into
QBOA.
(22:05):
And there is ways, there areways like when you say, Hey, I
don't have I don't have accessto another email, you can
create.
If, it's a, most web-basedemails like Google, email
outlook outlook based emailshave the ability to create a a
(22:27):
plus one or a plus two or aplus, whatever you wanna call
it, anything that you put afteryour regular your regular login,
whether it's Lynda Artasani@asaniaccounting.com, if
you put Lynda Art Asani plusone, or Lynda Art, Asani plus
QBOA, or anything that you putafter the plus sign, that email
(22:50):
address is unique to the loginserver.
So that the Intuit, that's aunique email address, but in
reality that email getsautomatically forwarded to your
home to your regular emailaddress.
So that gives you a secondarylogin.
You give it full access to yourfirm, right?
It's not the primary.
(23:11):
Primary email or the primaryuser, but it's full access, so
at least you can access all theclients you're able to sign in
while your other email or yourother login is getting, sorted
out with, all of that stuff.
Lynda Artesani (23:28):
When you were with Intuit, Dan, did you have,
were you ever involved in, whenthere's a conversation about the
owner died?
And I, they're the primary adminand it's a big hill to climb to
get that back and get that onand get it switched over to
somebody.
Oh, yeah.
And you have a lot of detailsyou have to give into it to
(23:51):
correct that, so you should makesure I, that's one of my best
practices when I work withclients is, I'll take a look.
This just happened to one ofmine.
The lady was retiring.
She was the bookkeeper, and shehad herself down as primary
admin.
She had herself down as thepresident of the company for
payroll, and she wasn't.
Those things were big.
And I got in there to startworking with this client and I'm
(24:12):
like, wow, do you know that thisis that?
And thankfully saw this beforeshe left so that we could get it
corrected.
But it was not an easycorrection.
And I think that sometimes wedon't think about these things.
Just like not thinking about thetax professional.
They only need to be in the filebriefly right at the beginning
of the year or whenever they'redoing the taxes.
Maybe kick them off every yearand then put them back on.
(24:33):
That kind of takes away some ofthat exposure for the client.
Opens up a seat for your, for ifyou have two people like me and
Sarah always competing for who'sgonna get the file and be in
charge of the adding the team.
But that's basically how thisperson got themselves in was
they added, themselves to thistax person's team and then added
themselves to all the files.
(24:54):
'cause it's really a wide openbook there when you get in that
to that level, if you don't havethose protections in place, and
security's such a big topic.
And I think it's just the moreyou research it, especially with
ai, I mean look at the thingsyou can do with AI right now.
You made a southern gentlemanwith some really smooth jazz in
the beginning of this.
(25:14):
Exactly.
Power.
But you set that up and you doall these things really quickly
and it's, almost frightening tothat they can take, if we have a
lot of video of ourselves, theycan take your video.
They can take your voice.
Yeah.
And they can do a lot of things.
So you just wanna do the bestyou can for your clients and
protect them as best you can.
It's not a lot we can do ontheir side, but I think some who
(25:36):
hasn't had a client who herehasn't had a client, you can put
it in the chat, that sent themyour, their own personal login
to their file instead of addingyou as an accountant.
We get them sending us bankinformation sometimes and it's
oh my God, did they just send methe everything I needed to hack
their bank?
Yes, they did.
So that's the stuff we have.
And Guy
Dan DeLong (25:54):
text me his credit card, like a picture of his
credit.
Lynda Artesani (25:58):
Oh no.
It's no, don't do that.
What are you doing?
Yeah it's incredible.
But yeah wow.
I, Leslie says she changes herpassword monthly.
God bless you.
That is amazing.
Should she change her login too?
I don't know about that.
Dan DeLong (26:17):
No.
Just, the, main, thing here isthat, it's real easy to guess
these things.
If your login is, your loginname is your email address,
right?
That's a, good best practice.
Put something that only, youknow, yes.
As the, login name so that thiswhole problem or this exposure
(26:43):
of the vulnerability ofresetting, resetting your login
is, a little bit harder, right?
Making it harder for.
People to be dishonest.
Yes.
Is a, is always a good idea.
(27:04):
It's just the same reason thatyou lock your doors even though
you feel like you're in a safeneighborhood.
Exactly.
So those things.
And then I put a link in herefor to send feedback because we
always know, we alwaysunderstand.
Yes.
That feedback is is somethingthat can squeaky wheel gets the
(27:24):
grease.
And knowing that this is a,A-A-A-A-A issue this is a,
potentially a, huge issue for alot of people with contractor
payment and money going out.
Now that, Ben okay we'll, talk alittle bit about spend
(27:47):
management.
'cause there's bill pay, there'svendor payments.
There's a lot of ways for that.
Money can go out of, QuickBooksand subsequently real bank
accounts.
It's much harder to send aninvoice and those types of
things and change the merchantnum merchant merchant account
number's real easy to go inthere and set themselves up as a
(28:10):
vendor or contractor, create abill for themselves and then,
yeah.
Especially when those things arealready set up.
And that's one of the, mybiggest concerns of Intuit
getting into the bill pay schemeis now there's real money being
moved.
And to answer somebody else'squestion about zero, and we
(28:33):
talked about it with Sarah lasttime
Lynda Artesani (28:35):
Is
Dan DeLong (28:35):
that they don't have a built in built in way.
So their integration into thebill pay field is by integrating
with accounts payable.
Solutions they have a deepintegration with with bill.com.
But then there's all thoseothers that are out there.
(28:58):
So this leads to another thingthat when you're connecting apps
and you're using your Intuitlogin, right?
That's another, another steppingstone to get to those things.
So another best practice therewould be to set up different
logins, set up a login with thatcompany as well, and not rely on
(29:21):
the Intuit login to get tothose, applications as well,
especially when there's moneymovement involved.
Those types of things.
Lynda Artesani (29:31):
I noticed, christina Lyons said that she
found that when she changed herusername to, from her email to
something else, to just a name,she couldn't respond to reviews.
She was able to respond toreviews when they changed it
back.
She doesn't know if there's aglitch in the Matrix, what's
interesting too?
So I still have this old legacyemail that I have my Intuit
(29:52):
account set up for.
So every time I ask a client inour formal thing please add me
as an accountant, we have thislong direction so that they know
accountant, user.
And even though I tell them toput it towards the other email
address, they always send it tothe one that they came from.
They don't read everything.
And then I would think the samething, right?
That could happen for if you'reusing a login like that, I
(30:14):
dunno.
Dan DeLong (30:15):
Yeah.
And then we, and we talked aboutthat on the Intuit account
webinar that we, did, thatProAdvisor, the ProAdvisor
profile is like the only, siteor service that has, that, where
you don't have this login andservice, it's just somewhere in
(30:38):
between.
Because it is associated with aperson.
And your login is associatedwith person as opposed to a
service.
Yes.
So it like QBO is a service andmerchant account is a service,
and payroll is a service andBill pay is a service.
And all of those have a realm ora company ID that is a unique
(31:00):
identifier where ProAdvisor isthe only void in that option
that does not have a service ora company ID or something
unique.
So that may be why they werehaving that challenge when they
changed their, user id, becausethat does break things.
(31:23):
I know my, my login or myassociate, my pro advisor
profile is, attached to mypersonal email, because when I
was leaving, Intuit didn't havea business established just yet.
So I would know I wanted tostart a ProAdvisor profile and
it got to my personal email andI really can't change that at
(31:45):
all.
So when I get, yeah.
So when I get a spammy requestfrom somebody needing ta QBO
training which is now anotherbig issue, spam requests for,
profile ProAdvisor profiles.
Lynda Artesani (32:05):
Yes.
That was a lot of that thisyear.
Dan DeLong (32:07):
And then you reply to them.
They now have your email.
Lynda Artesani (32:11):
Yeah,
Dan DeLong (32:13):
Because that reply doesn't stay in the portal, it
actually goes to them.
So now they have their directly,now they have the email.
Lynda Artesani (32:21):
So Ann said, Ann Lee said we each need the
ability to remove ourselves fromclient files.
You sh you should be able to dothat.
If you go you can removeyourself right from that main
page on QuickBooks.
The Yeah.
Where your company lists are,you can go to that little dots
and caveat.
Dan DeLong (32:37):
You have to be the primary admin of the firm in
order to do that.
Lynda Artesani (32:40):
Oh, that
Dan DeLong (32:41):
stinks.
So that, so
Lynda Artesani (32:44):
you have to be, oh, you have to be the primary
on your side, not the client's
Dan DeLong (32:46):
fault.
Yeah, you can.
Okay.
So that the primary admin of theclient.
Lynda Artesani (32:49):
Yeah.
So you have to be the primary tobe able to get that list and be
able to go in there and clean itup.
But I've done that and sometimesthey come back.
I don't know why.
I've tried to get rid of I tryto get rid of the list of
people.
And then Lisa says, LisaPierpont says, I'm confused
about the backup login in QB toQBOA.
Should we set up another userfull access with a different
(33:11):
email address like info at Yes.
Yes, you should.
Yeah.
Yes.
That's a great tip.
Dan DeLong (33:16):
That's what I'm talking about, is that You set
up another login, it could be ifyou have another email address
to use, like info at, or helloat, or whatever your, you,
another email address that youhave to use.
And that's why I was saying thatyou can, if you have a Gmail
address
Lynda Artesani (33:34):
Yes.
With
Dan DeLong (33:35):
You, with the pluses you could use, you could set up
yeah.
An email address that is a, userid.
Different, but it, willautomatically get forwarded.
All the communications getautomatically forwarded to your
main, email.
But if you have access toanother email address, by all
(33:55):
means, set up a smart a firmuser, a team member who is you.
As a as a, secondary way to getin.
I am trying to sign in here justto give
Lynda Artesani (34:10):
a, visual.
Yeah
Dan DeLong (34:11):
That's another screen.
Lynda Artesani (34:12):
It's actually a really good tip, Dan, because I
don't think we think about thatand I could use like my Mac,
address or something like that.
So it's completely separate fromthe business, but Yeah.
Because you ever get stuck youwant an ability to be able to
get access to the sales ifsomething happens.
You don't wanna
Dan DeLong (34:29):
get un you don't wanna get unstuck.
Lynda Artesani (34:31):
Yes.
And it's not easy to fix on alot of these things.
They're
Dan DeLong (34:34):
locked out, correct.
There's nothing worse than whenyou lock your keys in the car.
Lynda Artesani (34:39):
Oh, and Jessica wants to know what is a firm
user?
A user through my QBO account.
Yes.
Not through the client's,limited number of users.
Correct.
Affirm use would be under yourteam.
It's called team.
Basically just there
Dan DeLong (34:53):
Trying to show.
That's about all I can show.
Lynda Artesani (34:58):
Oh yeah.
Go back to the left.
You had it almost there.
Dan DeLong (35:03):
Yeah.
So you can see that I'm in here,I'm in this demo account, time.
Yeah.
But lots of names, all sorts.
Yeah.
And you can see the, differentemail addresses here.
And then here's what I'm talkingabout here on the plus one.
So, this is Dan plus one atwhatever the domain is, and that
(35:26):
is a different user and a useraccess that's not the primary
admin or the primary user ofthis particular firm.
And do you
Lynda Artesani (35:36):
make them a company admin when you put them
in so they've got Yes.
Full.
Dan DeLong (35:39):
Yeah.
They'll have full access, sothey'll basically be doing
everything that you can do otherthan.
Modify the pri, who the who theprimary is.
And those, types of things.
So that would be where you couldset up a, at least a, backdoor,
Lynda Artesani (35:58):
yeah.
Entrance
Dan DeLong (35:59):
Into, your firm so that if your login happens to be
compromised you'll your workisn't necessarily prohibited and
don't have a forced vacation,by, doing that.
And then somebody was oh.
So here I am, signed in as afirm user.
(36:25):
So, if this is,
Lynda Artesani (36:28):
if you're primary, yeah.
Dan DeLong (36:29):
If you're the primary, it's under this edit
client, you've got this deletepermanently you have to be the
primary admin of the firm, notof the company.
To, in order to see this dropdown option.
So that's that's where you wouldbe able to completely remove and
(36:50):
that actually does sever theconnection between you and the
user.
User, and
Lynda Artesani (36:55):
it kicks off your points.
Dan DeLong (36:57):
Yeah.
That doesn't reduce your pointsbecause they're no longer an
active customer.
But if they're not an activeclient anyway why
Lynda Artesani (37:08):
not?
Yeah.
You want to take that exposureaway.
You don't ever want to.
I had that happen once where, I,had somebody attached from a
long time ago and I was goingthrough my list trying to clean
my list up, do likehousekeeping, and I accidentally
clicked on one that I didn'tmean to log into, but I did.
And I hurried up and got outbecause they weren't a client
anymore.
I'm like, I need to get thatoff.
And I wrote to them and told'emwhat had happened and that I
(37:30):
didn't do anything in the file.
I happened to just log in'causeI clicked a name that was
similar to another and that Iwas gonna remove them from the
list.
And I, and then I subsequentlydid that, but I wanted them to
know in case I saw.
'cause I've had clients come tome when they've had a problem
and they go, who is this personlogging in that, that was
working for me before?
And I don't know who this personis.
I'm like, you go back to yourold accountant and find out.
(37:52):
But yeah.
Dan DeLong (37:55):
Okay.
since we only have 20 minutesleft and we're not gonna talk
about that, spend managementlet's talk about the next time
for the remaining time that wehave here.
The email that came out thismorning about pricing changes.
Now I made a blog about desktoppricing, not even realizing that
QuickBooks online prices changeor are changing as well.
(38:17):
So I'll add that to the list ofthings to do.
But here's, a blog and I believeI have it.
I've shared it already.
Lynda Artesani (38:28):
Yeah.
Dan DeLong (38:29):
But things about the desktop pricing and what's,
changing and what's coming and,biggest changes is dealing about
payroll.
Payroll in, in desktop, right?
So here's the general idea of,oh, what's happening?
Lynda Artesani (38:47):
Oh my goodness, I just saw the bottom line,
Dan DeLong (38:50):
right?
Oh my goodness.
All right.
Pro and premier, actively notbeing sold anymore, but existing
customers can keep theirsubscription assuming that they
pay these prices, right?
So you can see pro, a singleuser was 9 99 a year.
It's only going up$50.
(39:12):
However, the additional seat isgoing up$110 each.
So pro you can have a maximum ofthree users.
If you do have a pro user withthree seats that's gonna go up
$50 plus,$110 for eachadditional user.
(39:33):
That's now to.
If they have a three user that'snow three 200, and I'm trying to
do the math here.
Somebody I know has acalculator, don't ask me to
count as an account just for aa, three user license of Pro and
that's pro right.
(39:54):
And then Premier is going up$70for a single user but$160 for
the additional users, which cango up to five.
Enterprise already got its priceupdate, oh my goodness, in
February.
So that was like 15 to 20%.
(40:15):
Depending on the number ofusers.
There's a blog article aboutthat.
I, should probably have one bigblog article of all of the
pricing increases.
And accountants are not immuneto this price increase either
because you see desktop.
Accountant, the single the,standalone where it's not part
of your ProAdvisor membership isgoing up$600 a year.
(40:39):
The ProAdvisor Premier bundle,which gives you the desktop
accountant is going up$500 ayear.
So if you are a desktop, add-onwith the Premier bundle, that's
going up$500.
And then the Enterprise Bundle,which includes Enterprise and
Accountant Edition for Premier,is going up$800.
(41:02):
So that is all taking effectOctober first,
Lynda Artesani (41:08):
At least they gave us some notice
Dan DeLong (41:11):
as, as far as the renewal, right?
It, doesn't mean that you'regonna get charged this on
October 1st, right?
It'll be, it's when your, whenyour yearly subscription renews,
whenever that is, that when theprice increase will occur.
And then we have the desktoppricing up update.
(41:32):
So the base fee, and theemployee per employee charges
are unaffected.
So it's just the base fee ofbasic enhanced and assisted is
going up.
So assisted is going up$6 amonth.
'cause it only builds monthly.
Enhanced is going up$40 for theyear and basic which is, I don't
(41:57):
know why it's still around, butit's it's basically payroll
without the form is going up$30.
Now this is the, biggest, thisis the out.
Yeah.
So gold and platinum forenterprise includes enhanced
(42:18):
payroll.
And up until August 1st therewasn't.
Per employee charges.
But now after August 1st, thereare, so from one through nine,
it's$3 for for each employee.
And they calculate activeemployees if they got paid.
(42:42):
So it's not like you have to gothrough your list and inactivate
employees if they're not gettingpaid.
They only do that based off ofif they got a check during that
month.
But it's different than othertiered, tiered options like
this.
Whereas one through nine you'll,always pay$3 for per ac per paid
(43:08):
employee.
10 through 29 is$2 and 50 cents,and three 30 through 90 is one$1
and 50 cents.
And 100 to two 19.
I'm not sure why that number isit?
But those go to a dollar.
(43:29):
And lo and behold, if you havemore than 200 and 20 employees,
that 220th employee is free.
Thanks.
But you, that payroll is good.
You'll still for everyone upuntil that point.
Wow.
So that's, a huge difference.
(43:50):
Yes.
Which, we saw that coming,right?
I could envision could haveenvisioned this this from taking
place.
Things can only be free for solong before someone figures out
what's going on here.
And there was I think inFebruary there was an alert sent
(44:12):
out where you had to go in andif you were an active subscriber
and you had to accept the terms.
Per employee, but they nevertold you the details.
Now there's, details and throughthe form they're giving you 30
days to figure things out.
Now I put down here a littlepayroll fee calculator.
(44:33):
Oh, nice.
Let's say I told you all thismorning with ai.
Lynda Artesani (44:38):
Wow, that's cool.
I like
Dan DeLong (44:40):
it.
So let's say you have 50employees and you're on Golden
Platinum.
What would your monthly fee be?
Hit the button.
Come on.
Oh, I'm in preview mode.
Why?
Ah, geez.
Lynda Artesani (44:52):
It's hard for us as accountants, if we were doing
the inclusive model from a longtime ago that Intuit encouraged
where we paid their software andwe paid their payroll, and then
if they have a revolving door ofemployees, how do you count and
add all the people that come andgo and track all this stuff?
And now, especially if there'sextra employees, it's gonna cost
more for them.
(45:12):
And you're gonna have to factorwhen you build them, which is
gonna be extra work on you.
Dan DeLong (45:19):
I can't seem to click the calculate fee button.
Lynda Artesani (45:21):
Oh, it says
Dan DeLong (45:21):
your, it worked earlier today.
Lynda Artesani (45:23):
Ah,
Dan DeLong (45:24):
it's cool though.
But yeah so Diamond is a littlebit different in that it is$1
and 50 cents per employee perpay period.
Oh, wow.
And that was differentregardless, right?
Because they're, using theassisted payroll in Diamond.
Yes.
There's no way to get Diamond inand use Enhanced, and it was a
(45:49):
dollar so now it's a dollar 50,so it's, basically gone up 50%.
For, Diamond.
So you can, and here's anexample, right?
So if you paid, if you pay 15employees a month, the first are
gonna be billed at$3 each to$25.
The next one will be billed at,two 50 each.
(46:09):
So the total monthly at thatpoint is$42.
That's what this calculatorshould do.
I'll trouble it a little bitafter the webinar and we'll
figure out what what's going onthere.
But you should be able to put inthe number of employees, choose
the plan, and then is thecalculate fee.
(46:31):
When you choose Diamond,another, little popup will come
up and ask you how many timesduring the month do you pay
them, and then it will figureout the, number for you.
Lynda Artesani (46:42):
Leslie has a great question for you, Dan.
Because I'm not gonna answer.
It's a hot potato and I,answered it in my mind, but QB
Desktop and Enterprise Solutionsis a mature software, meaning
that Pat, the patches, updates,improvements are not happening.
So what's driving the largeprice increases,
Dan DeLong (47:02):
The, it's not the logic.
The logic isn't, you're payingfor new features you're just.
This is, how it's, this is thelever that Intuit is pulling to
make people uncomfortable tohave the conversation.
Is it now time to move toQuickBooks Online?
(47:25):
Yeah.
And then, on the, tails of allthis, QuickBooks Online
increased its prices as well.
And this was also with August1st the new subscriptions after
August 1st we'll have a, newpricing increase.
Simple Start is only going up$3.
(47:47):
Hooray.
Who
Lynda Artesani (47:48):
uses that
Dan DeLong (47:49):
though?
Lynda Artesani (47:49):
Really?
It's not personal maybe, butYeah.
Dan DeLong (47:54):
Yeah.
As far as the, feature set is ispretty, pretty limited.
Essentials is going up$10 amonth.
So that's, not terrible.
Online Plus is going up to one15.
So that was 99.
So that's a$15 a month increase.
(48:18):
But make sure you're sittingdown advanced, yes, is going
from 2 30, 2 35, which is whatit is today to 2 75.
So$40 per month increase, for,online advanced
Lynda Artesani (48:34):
Is Ledger staying the same price too QB
Ledger, the
Dan DeLong (48:38):
ledger is unaffected.
This year.
And you have the option of doingannual'cause the only way that
you can purchase is through,your firm bill.
So you, it's either$10 a monthor one 20 a year.
So you do have that option nowto, pay annually for your,
(49:00):
ledger client.
Lynda Artesani (49:01):
That got a Yahoo.
Christie's asking aboutQuickBooks Desktop Enterprise
solutions that the client paysdirectly for.
Do you know that price increaseat all?
I'm sure they're gonna Oh, theenter.
Dan DeLong (49:14):
Yeah.
I have it on my blog here aswell.
So if you go, check out theblog,
Lynda Artesani (49:21):
sign up for Dan's blog.
You'll be in the know.
Dan DeLong (49:25):
Yeah.
And where is it now?
Let's see here.
Oh, there's Matthew.
Yeah.
Hey, Matthew, there.
It's the frustrated.
Lynda Artesani (49:37):
Yeah, it's a great picture.
I saw that.
I was like, that's a greatgraphic for this.
Dan DeLong (49:42):
So enterprise silver, gold, platinum.
This was this occurred or wasannounced in February, which is
typical the enterprise priceincreases has happens in
February.
And then all the other desktopand, updates occur in August or
October.
It really just depends on the,timeframe.
(50:04):
So you 15% for one through fiveseats and 20% for six to 30 for
enter silver, golden, platinumdiamond is a flat 15% increase
across all seats.
So it doesn't matter how manyseats that you have in, Diamond,
it's 15% price increase.
(50:29):
Yes.
So that's that's all in there.
On, on that blog as well, as faras the
Lynda Artesani (50:35):
You can, change from, if you're paying monthly
on, on ledger, how to change toannual billing at all.
Dan DeLong (50:42):
You should be able to do that in your, when you go
into, manager managesubscriptions.
I don't know if you can changeit.
But I know that if you set up anew one, you have the option to
to pay with with the annual.
Lynda Artesani (51:01):
Julie's asking, can you cancel ledger, then
restart it later in the year?
There must be a tax firm that'sjust using it for tax purposes.
But I think if you do, you haveto start over.
Isn't that done when you closeit off or is it resurrected?
Like you can with QuickBooksfiles.
Dan DeLong (51:15):
That should be it should be a possibility, right?
Because it is a QuickBooksonline subscription.
Just like anything else.
And when you cancel asubscription, you have it
accessible as read only for ayear.
So assuming that you pay for itone month and you're done with
(51:36):
your writeup or, whatever, andyou're not adding new,
transactions, you can inactivateit which will then put in that
read only state as long as itdoesn't say it's actually gonna
get deleted.
And that date doesn't transpire.
Or doesn't go past that date,then you should be able to pick
(51:59):
it back up within that point,cancel it again.
You get another year.
Lynda Artesani (52:05):
Yeah.
Somebody's asking too if, isthere a way to, is there any
alternatives to QuickBooks?
Dan DeLong (52:14):
That's what we talked about.
Week show.
Lynda Artesani (52:16):
Yeah.
Call Sarah.
Yeah.
But there is zero, and they doraise their prices too, but not
to the levels.
But the products aren't exactlythe same, so you really need to
do your homework to figure outwhich product is gonna work.
But it's a great product too.
Oh, maybe somebody saidreactivating a canceled ledger
subscription has to be assimple, has to be as a simple
(52:39):
stock.
Oh, that's a good point.
Jessica said a good point.
Yeah.
And if you're in it, likesomeone said, that if they're in
a simple start, their clientdoesn't need to be in it.
You could start a new file atthe beginning of the year and
just use it's not that hard tostart a new file.
Grab the balance sheet, startwith the new balances, and it's,
it is work.
(53:00):
But if you're trying to saveyour clients, those pennies from
Simple Start, it would work.
It's just more work for you toget'em in there.
But sometimes, you have clientsthat have been in files for so
long, it's yeah, it may be goodto start something new.
It's not always a bad thing.
Or changing to zero, it's thesame thing.
Just starting a new filesometimes easier than trying to
copy and re reinvent the wheel.
(53:22):
But yeah.
Dan DeLong (53:24):
Yeah.
Those, so those are the, that'sall about the spend management.
Yeah.
We were gonna talk about today.
Yeah.
You wanna save that one for nexttime, Dan?
Yeah.
So join us next time.
Yeah.
For where we talk about the,spend management functions,
(53:44):
we'll talk about the QuickBooksbill pay we'll talk about
expense claims in advancebecause now you're paying$40 a
month more for expense claims inadvance.
Sometimes
Lynda Artesani (54:03):
I really, feel sometimes too do I want all the
eggs in one basket?
Do I wanna use their billimporting system or do I wanna
use Dex or Hubdoc that'sspecifically designed for those
things?
And I get more bells andwhistles, and I'm not beholden.
All software goes up.
You have to pay your people,right?
And you pay for innovation andyou pay for new things.
And sometimes you're payingbecause they're trying to get
(54:24):
you outta the product.
But, you, do, you have to paypeople's salaries.
Everybody gets a raise.
So that's how I look at it.
Maybe there's not a lot ofinnovation, or I look at
advanced and I see that$40increase price tag.
And I think what did I, getoutta that?
And years ago there was alwayssomething new coming.
But in software world, thingscost a specific amount of money.
(54:45):
And I look at software as suchan important it's one of my
biggest expenses when I'm payingfor it and or my clients are
paying for it.
But the values there, you haveto kind weigh.
Doing things manual or switchingto something to save in.
Simple start, but doingworkarounds to get around it.
Is it worth all your time andeffort than just paying what the
(55:06):
difference is and then havingthe amazing software.
'cause that's really where theworld is going with technology.
And I think sometimes peoplefocus so much on the pennies and
then not looking at big picturethat they save money that way to
be in a better product and, gowith that.
So yeah.
But I think with the eggs in onebasket
Dan DeLong (55:26):
yeah.
I was ha I was having, achallenge at the I think into a
connect with a limitation thatthe invoicing didn't solve in
the new invoice experience,right?
Inside of QuickBooks online.
So I started looking at otherapplications that might.
(55:48):
Solve the problem.
And I was surprised at theirpricing right here.
This is a, an invoicing onlyapplication and they're basing
their fees off of the volume,which it's up to them hard to
figure their own pricing model.
Lynda Artesani (56:06):
Yeah.
Dan DeLong (56:07):
But, that would've added four times the cost of the
of, QuickBooks.
Yeah.
Just for invoice.
And, QuickBooks is the shallowend of the pool arguably for, a
lot of these workflows, despitewhat their marketing might be
(56:28):
saying about Intuit EnterpriseSuite being the be all and end
all of, all of these things.
But, sometimes you need to gooutside of the, QuickBooks
ecosystem and their prices maydouble or triple what you're
paying for QuickBooks just forthat.
Solution, whether it's inventorymanagement, that isn't really
(56:52):
handled all that fantasticallyin inside of QuickBooks Online,
if you need more than what it'sdoing.
That, so the cost for inventorymanagement softwares, is is
definitely eye-opening forthose.
But if they're getting thefunctionality that they need, it
(57:14):
is, definitely worth it.
So thinking of that in terms of,wow, this is$40 a month for
advance times 12,$480 is, anadditional increase.
If they are using those advancedfeatures, then it certainly is
worth it over, the long run.
(57:34):
Not that I'm justifying thesepricing.
Lynda Artesani (57:37):
No, but you should evaluate.
We do that as part of our scopewith our clients.
We evaluate how much,'cause someof the legal tech software is
very pricey and we'll go throughit.
All right, you're using this andwhat is it doing for you?
I'll ask the client, what is itdoing for you?
How does it help you?
And then also I see you have 40users you're paying for, and the
client's typical answer is what?
(57:58):
40?
No, 40 people aren't using it.
And then we go to the list of soand so shouldn't be on it.
And now we've saved the clientmoney just by reducing the
users.
'cause a lot of them charge byusers.
So it's a way you can help yourclient, but you do wanna help
analyze your, start with yourown books, look at your own
software and see what you'respending money on, and then
start to do that for yourclients.
They won't be so happy with you.
(58:18):
But you're right aboutQuickBooks seems it does seem
like we get hit with theincreases, but I think the value
sometimes the value's there.
In the fact that if you look atother alternates that are
equivalent you're spending a lotmore, if I want to go to Intact
Sage intact, it's gonna cost myclient a lot more, and then I
don't have all the extra bellsand whistles I can add to it.
(58:38):
So it makes difference.
Dan DeLong (58:40):
Yeah.
And then the other thing is theper user cost, because if you've
got Yes.
If you've got five users in,plus you know that, essentially
is$20 per month per user whichis, not so bad.
But if you've got one user inPlus and you're only in there
because you need class tracking.
Yeah.
That's, a little hard tojustify, especially when it's
(59:03):
now one user.
But if you spread it, across allthe, all of the people that are
using it.
Yeah.
Advanced at 25 users, if you'vegot 25 users in your advanced,
or a team of 10 or 15,$40 amonth isn't not true.
Lynda Artesani (59:21):
Especially tailor it down too.
That's what I love about it withadvanced, I can really make, I
make users for my clientssometimes, this person's this,
and they don't need to be inthis.
I can really streamline it down.
Just almost like enterprise, notquite.
But I think too, when you'relooking at payroll prices too, I
always go back to a client andI'll say, look, if I were to do
(59:41):
this manually, it would cost youfive times that.
So why would you want and have ahigher, chance of errors than
me?
Having me do it personally,which we used to do a long time
ago before the software.
So now you've got the softwareand it is at an expense, but
it's, of, there's a huge valuethere.
And I think we got spoiled alittle bit with the competition
between all the differentpayroll companies and the
(01:00:02):
pricing and now they're allstarting to go up.
So I think that if you'relooking at payroll pricing, I
still think it's a very goodvalue for what you pay, even if
you have to pay per employee.
Dan DeLong (01:00:14):
Look at the, there's a good exercise in making
another spreadsheet.
Yeah.
And evaluating what it is thatyou're the software costs and
going into a meeting with yourclient and saying, okay here's,
what's happening.
(01:00:35):
Here's the, here's what we'regetting for it.
Maybe it's time to downgrade,maybe it's time to upgrade.
Yes.
Or maybe it's time to dowhatever.
Yes.
This, is another value addedconversation that you can add
with your, clients.
And hopefully, that helps.
so next time we'll be talkingabout spend management which.
(01:01:05):
What if you, need more intothose spend management platforms
and we'll actually have ourfirst app showdown between ramp
or pay one, where we'll betalking about these spend
management platforms what theydo well with, good versus bad,
or pros and cons.
(01:01:26):
Yes.
Pros and cons.
Lynda Artesani (01:01:27):
Not good versus easy.
Yeah.
Dan DeLong (01:01:30):
Alright.
So thank you Lynda for, joiningus.
You're welcome.
Joining us today and it's finebeing the sounding board of
today.
And appreciate all of you thatjoined us here today.
Hopefully this doesn't sour yourentire day with, all this great
news.
Yeah.
And hopefully and the, theslides with the two slides that
(01:01:53):
were actually pertinent fortoday does, have a link of the,
to be able to submit a.
Regarding the security, right?
That would be a, specialized wayto go and, put in your feedback
about the security vulnerabilityso that the security folks get
(01:02:18):
a, look at this feedback ratherthan just putting it inside of
QBO, right?
Yes.
Because this is the larger issuewith with security vulnerability
more than just with QBO.
So we appreciate you joining ushere today, and we'll see you in
a couple weeks on the QB PowerHour.
And hope everybody has a greatday and a great week ahead.
Lynda Artesani (01:02:41):
Hi everybody.
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