October 22, 2024 • 64 mins
Managing login and Passwords is the bane of our existence these days and Intuit Logins take it to a new level. Matthew Fulton will join Dan to discuss some best practices with Intuit Logins.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Today's Topic
01:13 Welcoming Michelle Back
01:55 Meet the Hosts
03:02 Housekeeping and Resources
04:50 Agenda Overview
06:04 Polling Question: Intuit Logins
09:54 Intuit Products and Services Requiring Logins
17:26 Anatomy of an Intuit Login
24:57 Understanding Personas in QuickBooks Online
31:03 Challenges with Primary Admin Roles
36:10 Managing Payroll Emails
36:46 Understanding QBO Subscriptions and Admin Roles
37:40 Navigating Intuit's CAMP and Account Sites
40:35 Challenges with Intuit Logins
43:15 Best Practices for Managing Logins
53:10 Changing Primary Admin and Email
01:01:17 Final Thoughts and Tips
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Dan DeLong (00:30):
Welcome, everybody, to another QB Power Hour.
Today, we're going to be talkingabout managing your Intuit
login.
We're going to, really take adeep dive into the whole the
whole idea about the Intuitlogin account, managing users
all of those shenanigans is the,as the case may be, the subtitle
(00:54):
is the bane of navigating yourIntuit products and services.
It was, when I worked at Intuit,it was a common call that had to
do something about the loginexperience.
And so we want to unpack that.
Welcoming back Michelle to theshow.
(01:16):
Appreciate you joining us hereagain.
We missed you.
Michelle Long (01:21):
Hey, Dan, it's good to be back.
I am happy to be back from downunder.
I got to go down to Australia.
Got to finally do my snorkelingin the Great Barrier Reef and
got to visit my daughter inPapua New Guinea, and I'm very
happy to say I did not breakanything this year, so I'm very
happy about that, but it's goodto be back.
I'm glad to see you again alongwith Matt and see everybody, so
(01:46):
good to be back.
Dan DeLong (01:48):
Likewise, we love having you hearing your thoughts
on this, this, topic as well.
My name is Dan DeLong, andSchool of Bookkeeping.
Worked at Intuit nearly 18years, co hosting today, as well
as the Workshop Wednesday overat School of Bookkeeping as
well.
And joining us again is Matthew.
(02:09):
And maybe Melinda maybe we cancoax her into getting a two for
one down in Florida.
But Matthew, go ahead andintroduce.
Yourself for those that don'tknow.
Matthew Fulton (02:20):
Thank you everybody.
I'm Matthew Fulton.
I'm the founder of QB communitylive Facebook group I am down
visiting my good friend Lindahere in Estero, Florida after
just going to the refameconference and have a really
horrible task of staying out bythe gulf until we fly out to
into a connect this weekend.
So love Being here witheverybody.
(02:43):
Hello everybody and thanks forallowing me to be on and
michelle.
I'm glad you didn't breakanything You
Dan DeLong (02:48):
The struggle's real Matthew.
I appreciate you taking time outof your tough and donning the
fedora for, that looked good onyou.
Matthew Fulton (03:00):
Thank you.
Dan DeLong (03:02):
So a little bit about the, QB Power Hour.
It's every other Tuesday.
We are eligible for CPE creditfor the first webinar of, of the
month.
If you're keeping score at home,this is the second.
So this one is not eligible forCPE.
So if you came here for the CPE,sorry, it's not available on
(03:22):
this one.
And now we see everybodyleaving.
No, I'm kidding.
Joining us here today.
If you need the resources, thePDFs of the slides we're posting
those in in the chat as well aswhere we're live streaming as
well, or you can always go toqppowerhour.
com slash resources after thefact for the podcast.
(03:46):
Recordings and as well as otherresources, but anything that
we're talking about here today,just some housekeeping.
If you have specific questionsabout the topics that we're
talking about here today, pleaseput them in the Q and a, because
it makes it a lot easier for usto manage those questions as
they're coming in on the, livewebinar.
(04:07):
If you have general things to,talk about, that doesn't relate
like this.
To Michelle, how was thesnorkeling on the Great Barrier
Reef or things like that?
You can use the comments or thechat for that as well as we have
the links in the, handouts therefor, to download those.
(04:28):
We, of course, have the QB PowerHour store.
You can check those out if youwant.
Again, no CPE today it is onlythe first webinar of the month
until we can twist our friendsat Maker Hub's arm to, to fully
sponsor and cover all of our CPEcredit, but today there's no CPE
(04:49):
credit.
Alright our agenda today, we'regoing to talk about the anatomy.
Of of an Intuit login.
There is there's terms that areutilized where we talk about
accounts versus accounts andwe're going to unpack what that
(05:09):
means in relationship to anIntuit login.
We'll talk about the parts ofthat login, and then we'll talk
about the concept over an Intuitof personas.
That's what the, that's thepronunciation, not personas or
personas.
And then we'll, talk about someuseful sites for managing your
log in, and then we'll break inwhen log ins attack, right?
(05:34):
Like the advanced stuff ofprimary admin email change
requests.
We'll talk about a plus oneemail, not an email hack in that
your email is getting hacked,but that there is a.
Work around or, a way to be ableto utilize gmail, webmails a
(05:58):
little bit differently thanmaybe you might know.
And so we're hoping to sharethat with you as well as from
chrome profile.
So let's log, let's start offwith our first polling question
of how many Intuit logins do youactually have?
Boy, I can't imagine, Matthew,you have only one.
(06:20):
Mine is terrible.
I'm, I know exactly where mylogins are situated, like a
messy desk.
But if somebody came in andtried to clean it up, For me, I
would be I think I'd be lost atthat point.
What do you think, Matthew?
Matthew Fulton (06:38):
So I definitely have too many to count, but I
have another question onto this.
The other thing I have is, doyou know how many different
accounting firms I've been addedonto as an employee to be able
to help?
It's one of the best ways wherefor our community and our
friends, when they needassistance with a question long
term, they leave me on there andthey assign me to just certain
(07:01):
clients to where I can just helpout at times.
So too many to count for sure.
Dan DeLong (07:05):
Yeah.
Yeah.
You're in that too many tocount.
It looks like about 13 percentof the people who have responded
so far in that too many to countslash care.
Michelle, how about you?
You, probably have a few Intuitlogins floating out there.
Michelle Long (07:20):
Yeah, same situation and Matthew plus we
would also set some up fortraining purposes and then we
would have those that we wouldalso have to deal with.
And in addition to our real onesfor client purposes so yeah,
trying to keep it all straightis a nightmare.
And then you get an email aboutsome.
(07:41):
Oh your service is going to bediscontinued on this one or
something, and you're like,which one and sometimes Intuit
doesn't provide you thosedetails.
So then you're going crazytrying to figure out what that
email pertains to.
So it's a nightmare
Dan DeLong (07:57):
and not to take us off topic, but Matthew, if you
want to talk a little bit aboutspeaking of into a
communication, the bad,situation about the recent
emails that went out I knowthere's a lot of posts about
(08:17):
that on the, on our Facebookgroup and yours as well.
Do you want to talk just brieflybefore we get derailed?
Matthew Fulton (08:26):
Super brief version super, brief version is
apparently they're real.
In traditional fashion, we werevery well educated ahead of
time.
To help us educate ourcommunities and make sure we
didn't think it was spam.
Cause I thought it was spam atfirst.
They are real.
Credly is going to be the newperson that's doing the new
(08:46):
badges, is what I've last heardfrom it.
So they are real, but still becareful because there are
spammers out there and hackersthat will always try to take
advantage of something we're notcomfortable with yet.
Dan DeLong (09:02):
Absolutely.
So always being very cautious.
And I think that speaks to, theBeing the trusted advisor, in
the relationship, accountantsand bookkeepers they are the
gateway to a lot of sensitiveinformation and having your
(09:23):
login compromise.
Is certainly something that youcertainly don't want to get
your, find yourself in thatsituation because then you could
be on the other side of thiswhole embezzlement challenge
when somebody else is doing thaton your behalf.
Definitely a good idea to alwaysbe cautious and trust, but
(09:46):
verifying and I think it's thebest way to to proceed.
So appreciate Matthew forsharing that.
So let's talk a little bit aboutIntuit products and services
that require a login.
So I, this is probably not anexhaustive list, but this is a
list of things that, that, thatrequire an Intuit login, right?
(10:11):
So you look at the QuickBooksside of things, you look at the
personal because Intuit is notjust QuickBooks Credit Karma,
the TurboTax, QuickBooks selfemployed.
And then you have the.
Professional tech side of thingswhere you have a third pro
series, pro connect, as well asthe QBOA, the QuickBooks Online
(10:33):
Accountant, could span bothsides of those things.
So basically, and, Intuitstarted a, initiative back when
I worked there about this wholeidea of of, one Intuit identity.
Late.
(10:53):
Abbreviated it, OI, right?
I don't know why, probablybecause that's the the expletive
that you say when you try tomanage all of these logins but
in theory, you only need oneIntuit login to log in to any of
(11:14):
the, any or all of theseservices, right?
The challenge is this, Therewere logins that were acquired,
right?
So what I did, was I Ihighlighted or,
Matthew Fulton (11:33):
you grayed out the others, right?
So I
Dan DeLong (11:35):
grayed out the non intuit created login, right?
So looking at all of thesethings, they acquired MailChimp.
That already had a login systemin place.
They acquired Credit Karma thatalready had a login in place.
Mint came and went right.
(11:56):
And that had its own loginplatform.
I put asterisks by the ones thathave long been since acquired.
Into an online payroll, theonline backup.
Service QuickBooks time, Tsheets, like all of these had
their own login.
(12:17):
So in order for Intuit to havethis whole idea of one Intuit
login to rule them all, Sauron'sring of login, those logins
already existed.
And then there's this whole ideaof migrating your login, which
if anybody remembers the Intuitonline payroll, debacle.
(12:40):
Of trying to get a one loginsystem to move over into the
Intuit login system.
That was quite a, quite anexperience.
To behold, right?
So you have essentially twologins trying to join into one
in the grand scheme of things,you could have a login that
(13:02):
matches the same Intuit login,but that doesn't necessarily
mean that is the login is theIntuit login, right?
Matthew, Michelle, any anythoughts on.
This whole concept.
Matthew Fulton (13:18):
I, so I, feel like anytime there are these
major changes, right?
Is there make these acquisitionsof these different softwares?
There's a lot involved to bringthem into the right channels and
blah, blah tech talk, and likecoding and everything else, but
once it starts working, itreally is pretty dang cool.
(13:40):
And it does work well.
It was very frustrating atfirst.
At least they're taking theirtime and they're doing one at a
time instead of imagining Hey,we just put all these things in.
That's going to be a baby Maybethey need to acquire a password
mass like manager next and helpus with that part.
Maybe that's their next,
Dan DeLong (13:59):
right?
That's probably the easiestthing, Michelle.
Michelle Long (14:03):
I'm going to confess.
I was talking badges in thechat, but I agree with Matt
there that when you do theacquisition, it is confusing at
first.
But I think having one ultimateone that works for all of them
is the ultimate goal, but
Dan DeLong (14:22):
yeah, and then you have things like what we were
talking about where you have atesting log in or a training log
in or things like that.
That could certainly.
You know spread things out.
We're having multiple logins,right?
So hopefully we will We willuncover some of those aha
(14:43):
moments, throughout this webinarBut then there's logins that
might not use An Intuit log,right?
So Desktop company files, right?
So when you create an admin useror file specific user inside of
desktop Those users logins arenot the same as your Intuit
(15:03):
login Except now in the next, inthe past few years, they've been
asking you to assign a Intuitlogin to that user inside of the
desktop file to further compute.
Now, they're not doing it onpurpose, but the whole idea is
there's It's a protection,right?
(15:25):
It's a security measure becauseif somebody does abscond with
your QuickBooks desktop file andthey have the admin password
they'll be able to get into thefile, right?
So if they want to change thatadmin password, they need an
extra level of security in orderto reset that admin password by
(15:46):
sending it to the Intuit logincontact information for the user
or the person who's associatedwith that admin user.
So that's, it's a good reason,but it just adds this gray area
of login ProAdvisorcertification, which is
something very, which iseverybody's talking about the
(16:08):
badges in the chat ProAdvisor isone of those One of those things
that is only assigned to, anidentity, right?
Like a person, but it's notnecessarily a service in the
grand scheme of things.
Like a MailChimp or QuickBooksonline or things like that.
(16:30):
That's an individual when itcomes to being a login and then
this article that that I waslooking at, which I'll we'll,
link to post to show was talkingabout QuickBooks desktop online
backup, but into it, but notinto it.
Data protect, which I thinkthere was.
(16:51):
And as I was really logging mymemory, I think there was two,
Online backup services and theninto a data protect, just one
out in that in that process.
So I think what they'rereferring to there is.
The desktop online pack up backup prior to 2018 when into a
(17:13):
data protect was not the onlybackup service in town for
desktop files, but just adds tothe level of confusion when
we're talking about.
Logins and services.
So let's just talk about theanatomy.
So we'll go into a littlebiology, into a biology class
(17:34):
here.
The anatomy of an Intuit login.
We'll talk about creating anIntuit login and the parts.
And I think the biggest ahamoment for me as I was really
learning about The nuts andbolts of an Intuit login is the
difference between a login nameand an email address.
It's like the difference betweena barcode and a UPC code, right?
(18:00):
So some are a Universal and, andsome are a little bit unique.
So we're gonna talk a little bitabout those types of things if
we dive into that.
But first, how do you create alog right?
There's really three ways that,that a login is created.
You create one manually.
(18:20):
You go to an Intuit site thatsays you gotta log in.
And so I create one.
Or you're signing up for aservice.
Like QuickBooks or anything elsethat requires a login and it
asks you to, enter, or createyour login or, and what, causes
most, people's Ajita these daysis you're invited to a site or
(18:46):
service, and then he ends up,this is where things tend to
compound is when you're invitedto a site or a service and.
There's a mismatch between theemail that you're invited to and
your login.
(19:06):
We'll, uncover that.
Any, thoughts so far?
I'm just rambling here Matthewand Michelle.
Matthew Fulton (19:16):
There's one area that I'm sure you're going to
get to.
But the, key thing is, whenyou're invited as an accountant
into somebody else's thing, thesuper magic thing is make sure
you log out of anything andeverything Intuit related.
I'm sure you get to that in justa bit here, but just, if you do
that, you will be able to acceptit into the right firm, the
(19:40):
right way, and make sure youhave access the way you need it
and get those fancy points thatdo so much for us, of course.
Dan DeLong (19:47):
Exactly.
And yeah we'll, we will talkabout that, but typically where
I see most people get in troublewith these sort of things is
when they're doing all thisimbibing in on the same
computer.
And typically you want to havethose things being separate
because then temporary internetfiles and cookies, and as
(20:09):
they're delicious, you don'twant to necessarily have those
cross contaminated between thosetwo different logins what you're
doing and you're able to managesome of the things.
And we'll, hopefully give yousome, nuggets of information
that, might help with that.
(20:30):
You can certainly do it on onecomputer.
It just you need to know theprocess, right?
So
Matthew Fulton (20:37):
you're going to give us the gluten free recipe
of how to get this done.
Dan DeLong (20:40):
Exactly.
Yeah.
Matthew Fulton (20:42):
Okay.
Dan DeLong (20:44):
All those gluten free folk.
So let's talk a little bit aboutthe anatomy and the big aha
between the login name and theemail address.
So the big thing to, to recalland remember here is that the
login name It's something thatneeds to be unique, right?
And that, typically an emailaddress, does not is, unique to
(21:11):
you, right?
In theory, Michelle only has oneemail address that is tied to
her, right?
That's why you would send anemail to Michelle and hopefully
Michelle will get it, right?
An email address is somethingthat's already unique to a
person.
However, because of those priorlogin platforms, potentially
(21:36):
combining into one, you may havetwo different logins that Are
tied to the same email addressas the login name, right?
So then that's a no-no, right?
You can't have two logins withthe same login name, so you end
up having multiple differentlogin names, potentially sign
(22:00):
assigned to the same emailaddress.
Now the login name can be theemail address but it doesn't
necessarily have to be the emailaddress.
The only requirement.
is that the login name has to beunique.
And, that's really what it boilsdown to.
(22:22):
And these are individuallyeditable, right?
So when you log into, and we'llprovide some of these login
sites to manage your login atthe, those sites, you can change
these things all you want,right?
As long as you can sign in to,to that.
(22:42):
To that site you can manage theuser I.
D.
You can manage the emailaddress.
You can manage the password andas well as the phone number
that's attached to those M.
F.
A.
Codes that you end up getting.
So it's quite, as long as you'remanaging the login side of
things and not as well as we'llget to the company admin or the
(23:06):
company persona side of things.
That's fine.
That's totally fine.
And they don't necessarily haveto jive.
But that, those are the keytakeaways of your login in
general.
Go ahead.
Matthew Fulton (23:25):
I, was just gonna say, and but again, I
think you're getting, you'regonna run into this pretty soon
here is talking about IntuitCamps where all of this stuff
comes to a head once you'vecreated all of this.
Yeah,
Dan DeLong (23:37):
and Jennifer asked, in the q and a, so login is
interchangeable with the wholeidea of a user id.
Yes.
So that is exactly the casehere.
And, that's part of the,challenge is you go to different
websites for different intusites and they'll say email user
id, phone number, or to sign inand it could be any iteration
(24:02):
of.
Any three of those that uniquelyidentifies you.
So if you put in if you havemultiple email addresses or
multiple logins tied to the sameemail address, and you put in
the email, then it's not goingto know.
Who you are until you actuallysign in with that user I.
(24:23):
D.
So I have multiple logins andthey're tied to the same email
address.
And of course, my phone numberfor the M.
F.
A.
Code is the same.
So I wouldn't want to do that.
I wouldn't want to put in anemail address.
Or a phone number because itcould potentially be tied to the
wrong part of me the wrong thewrong login of which I'm trying
(24:48):
to associate with.
Matthew Fulton (24:49):
Yeah.
Dan DeLong (24:50):
So you want to be specific and understand that the
user ID is what makes that loginunique.
And then here is this wholeconcept of a persona, Yeah.
We'll, and we'll talkspecifically about QuickBooks
Online because that's what we'rewanting to focus on here today,
(25:11):
but any Into its site or serviceproduct or service is going to
have a persona associated withit and for QuickBooks Online,
these, are commonly a primaryadmin, right?
So a primary admin is a commonpersona.
Company admin is another one.
(25:32):
The accountant user, right?
So we alluded to the whole ideaof getting invited as the
accountant, and then there'sother users, but basically those
personas are assigned.
On the company ID level on the,service level of things, not to
the log, the login is attachedto the persona, but not to the
(25:54):
access right within thatparticular product or service.
Matthew Fulton (26:00):
So can I interrupt you real quick here on
this part?
Dan DeLong (26:02):
You can,
Matthew Fulton (26:03):
yes.
So primary admin is anaccountant.
We go and we're creating a brandnew set of we're a new
QuickBooks online subscriptionfor somebody.
And we are the primary adminthat set that up.
It's on our billing.
We do all that until we decideto transition and switch over
the primary admin to the admin.
Actual owner of the company inwhich we can still be a company
(26:27):
admin, primary admin has thehighest power capability.
It's responsible for the billingsubscription, everything else.
Company admin can still haveaccess to everything, including
adding accountants on so forth.
An accountant user, nowaccountant user, you get your
special accountant tools.
(26:49):
That is, of course, truly theone we all always want.
It's when you log into yourfirm, you can see all the
different companies that you'reworking with, click the little
button and get into all ofthose.
You can be a company admin, notan accountant, and now when you
have your login screen, it lookscrazy weird like mine, and
you've got all these differentfirms that you're attached to,
(27:10):
right?
And then lower as a companyadmin, there's all these
companies that are below there,but you don't have your
accountant tools.
Yeah.
Same thing as a primary admin,like you, you just have to be
cautious how you do those parts.
And then the other users, andyou're not even going into the
advanced aspect of this wherethey've added other things like
bookkeeping and so forth.
(27:32):
So primary company accountantare the primaries we want to be
really looking at in our roles.
And your best place is to getyourself put into that
accountant user, even if youopen the account form, get it
switched out of that, make surethey have ownership of their own
stuff.
Dan DeLong (27:50):
Exactly.
Yeah.
The these top three are they'revery gray.
I guess it's the best way todescribe it.
The primary admin is a companyadmin, right?
But the company admin is not theprimary admin.
You can have multiple companyadmins.
And then by, adding in theaccountant user, has company
(28:14):
admin rights to, the, QuickBooksonline subscription with those
added.
Accountant tools functionality,right?
So there's a lot of crossover, Iguess it's the best way of the
Venn diagram.
I think that's what weultimately need.
We need a Venn diagram ofprimary admin company, admin,
(28:35):
accountant, user of where theyall intersect and then what's
unique about each of those.
But that's a, good call out.
So there's another.
Number or a unique identifier.
We want to talk about in, inyou're asked this all the time
when you're, when you call ortalk to Intuit, the company ID
(28:59):
control or control option for asmack users out there, the
company ID, and then again, tothe further confused thing in
the desktop room.
World, they call them Rome IDsas opposed to a company IDs, but
they're essentially the samething.
(29:22):
That company.
At Intuit is going to beassociated with a company ID, or
realm ID.
And personas are associated atthat company level, right?
So those personas are thenassigned to a login, who you are
when you sign into said service.
(29:43):
But the, that's that middlelayer of things.
And when I worked there, Againthey use the same term to talk
about Both the user ID as wellas the, company persona.
They called it an auth ID in inboth, instances to further, keep
(30:07):
us on our toes, because we wouldsay what's the auth ID?
And and they're actually talkingabout two different things.
Matthew Fulton (30:16):
That, so this also comes into play with and I
won't go deep into this, but ithas to deal with the developer
talk.
When you're creating thecredentials to connect a third
party application, that's wherethat off I.
D.
stuff comes into play becausethey have to recognize it's
really difficult for every appto create that accountant view.
(30:39):
We all love and we should alwayshave.
You create the coding for peopleto have certain access levels
and then to put another layer ontop where it's a firm and then
you have different users andthen you still have some
capabilities below it.
That off ideas where the codingcomes into play.
Dan DeLong (30:58):
Good point.
Good point.
So let's talk about the primaryadmin.
So depends on whose perspectiveyou're talking about as to what
the definition of a primaryadmin is.
And I like to put things in mostsimplest terms and the reality
of a primary admin is they arethe first person and the first
(31:21):
login that touch the servicemuch like this moon man, laying
claim on the Mars or moon orwhatever it is.
That's the first person to touchthe service, from Intuit's
perspective.
The primary admin is the ownerof that SERP, right?
So they're the one that's goingto be getting all of the
(31:45):
subscription based emails andthose types of things when
they're, when they, log, in andbecause of this reality of the
first person to touch theservice is, immediately the
primary admin that gets us allinto these challenges with.
(32:05):
This was delegated to an officemanager or an employee to set up
QuickBooks or set up a service.
God forbid it's the paymentsaccount that they delegated them
to do, but because they are thefirst person to touch that
service, right?
And we, use an example of.
(32:28):
You as a, an accountant, you gointo your QBOA and you create a
QuickBooks online subscriptionfor your client, as you
correctly mentioned, Matthew, itis, you are the primary admin.
And the account, right?
So in that situation, you areboth personas.
And that's why you see yourselfin the manage user page as well
(32:52):
as the accountant firms.
But because you order that firstperson to touch the service,
you're the primary ad.
Of course, you're going to begetting all of the notifications
that come to the primary admin,whether it's about the
subscription or adding users ordeleting users or anything that
is more of a, an admin thing.
(33:15):
Michelle, you were raising yourhand.
Michelle Long (33:18):
I am because how do you stop that?
Once you're not associated withfirm anymore, once you're not
primary admin anymore, orwhatever the case may be.
Once you get out of that role oraway from a company, like, how
do you make it stop?
Matthew Fulton (33:38):
I'm glad you asked the question.
I, and I don't know if this isreally the right answer, but
this is something I was going tobring up with my company Parkway
business solutions.
I used to have a businesspartner.
And one of the things I learnedsomewhat the hard way is, I
strongly recommend, and I'mspeaking now from the QuickBooks
Online accountant perspective,but it really works the same
(33:59):
kind of a concept for a company,is you should have the primary
admin of your QBOA company.
Accountant version a generalemail that's above even the
managing partners.
So that way, if a managingpartner leaves the business, you
can remove them easily and stillhave control correctly of all
(34:24):
the clients and things that needto be done.
It was such a brutal nightmaretrying to transition over
clients that have been createdby somebody else's.
As the primary admin under thesame firm.
So when I kept the company, Ihad to reach out to into it.
It became this huge, massivething, including like merchant
(34:45):
processing a year and a half,two years later was still under
somebody else's email.
That I ended up having to shutdown my whole merchant
processing set up a whole newone, all these different things
within my own firm.
So I don't want to take us toofar off the topic.
This is a good point.
Dan DeLong (35:05):
Definitely relevant
Michelle Long (35:08):
And that's great advice moving forward.
But what about for a situationnow where let's say I'm an
accountant and I've got formerclients that I no longer work
with.
The client has gone out ofbusiness.
The client went to anotheraccountant, whatever the
situation may be where I used tobe the primary admin and now I'm
(35:29):
not, and I'm still gettingemails on him.
And I don't have anybody else inmy firm.
It's just me.
How do I stop emails coming fromformer clients?
Dan DeLong (35:38):
Yeah, the the challenge is who that the login
is tied to and how cooperativethat login Is it is available,
right?
So if you're able to sign inwith said login Or have access
to that Fantastic.
(35:59):
You can do that.
Ideally you'd want to be doingit on two separate computers.
So you don't have the crisscrossand you can be logged in
simultaneously or different,Chrome profiles or what have
you.
So there's all sorts of ways tomanage that.
The whole idea of the payrollemails of a client that is no
(36:19):
longer your client.
Michelle Long (36:21):
Yeah, especially payroll.
Dan DeLong (36:25):
it's, it's a challenge, right?
And what we're ultimatelyalluding to, it's real easy to
set up these things.
It's real difficult to changethem once they're, set up.
But they are changeable.
As long as you're doing it inthe right place, and it really
(36:45):
just depends.
And this example of you'recreating a QBO subscription, for
your client.
You become the primary admin ofthat QBO subscription.
But if you're not the primaryadmin of the firm, you, that's
where these full, this wholeconcept of personas comes into
play, right?
You may have a company adminaccess to the firm but not the
(37:09):
primary admin access to thefirm, but you create the QBO
subscription.
You are the primary admin.
Your login is the primary adminof that subscription, which may
or may not be What you wanted tohave happen.
But as long as you're aware thatthis is what's going to happen,
it's a lot easier to managethese things.
(37:31):
I think when once the more it'sa, that's a GI Joe.
Answer.
It's half the battle, right?
So there are a couple of sitesthat are very useful, manage
your logins and they do thingsdifferently.
One is the camps site B A M P S.
(37:51):
And the other is the accountsite, account.
intuit.
com.
They, were, they a littleforeshadowing.
They made it plural knowing thatyou were going to be having
multiple accounts, not account.
intuit.
com.
It's account, plural.
They will do things differentlyat different sites, but the
(38:12):
campsite, we'll talk about that,Is where you would, yeah, is
where you would go to you'regoing to first time that you go
to camps.
intuit.
com, you're presented with thislist of services to log into
everything short of QuickBooksdesktop will just take you to
(38:34):
that site or service that youhappen to click on.
So if we're going to, if Iwanted to go to QuickBooks
online, which is.
Redundant to have QuickBooksOnline accountant and QuickBooks
Online side by side because it'sonly going to take you to the
same place and then yourexperience is going to be
different based off of what youchoose next.
(38:54):
Whether I go into a QuickBooksOnline company or if I go into a
firm if that login happens to betied to, but what this tells me
is that the login that I use tosign into CAMP.
Is attached to the company, acompany that has QuickBooks
Online Accountant and QuickBooksOnline as well, which in and of
(39:16):
itself is the same thing.
It's just what you're going toexperience when you click on
said icon here, right?
And then you have payments andinto an online payroll, but
QuickBooks Desktop is whereyou're going to see this screen.
Had to blur out anything that'snot, identifiable, but the
(39:44):
things that you can do in hereis view your license, download
download software.
You can view the transactionhistory.
Keep in mind that this is onlyfor this Intuit.
Customer account number.
This is not across the Intuitecosystem.
Customer account number is theunique identifier at Intuit that
(40:07):
represents that account.
And this login that you happento log in to is, has access to
that customer account number.
And in the upper right there,there's a drop down where you
could potentially see multipleclients.
And multiple Intuit accountsthat login has access to, which
(40:29):
you're going to have a differentexperience when you click on the
different customer account,Matthew, you,
Matthew Fulton (40:35):
I got a question because in the dropdown of mine,
you're having an
Dan DeLong (40:38):
aneurysm.
I think
Matthew Fulton (40:39):
I am.
I'm hating this.
This is really horrible.
And the dropdown to one company.
Somehow.
My name is Matthew Jane Fulton.
And I've never been able tofigure out how to get rid of the
Jane and it pops up all over theplace.
I've tried to remove myself fromit.
Like I'm going to go on mute andcry.
Michelle Long (41:00):
what is so ironic about all of this?
And this has been true, I thinkfor 20 years that Intuit is a
software company, helping smallbusinesses manage their,
accounts and their bookkeepingand all this.
And they can't manage all this.
Not very well either.
(41:21):
Drives me crazy, the hypocrisyof it.
I'm sorry.
No,
Dan DeLong (41:25):
that's certainly understandable.
And, Because it
Michelle Long (41:31):
is confusing, and it is a nightmare when you try
to fix something, and itshouldn't be, because they're a
software company.
Dan DeLong (41:38):
Yeah.
Sorry.
Yeah, and in here if you can, IfI could scroll down, whoops.
If I could scroll down, I would,you would see that there's
contact information.
Listed there.
If you change it there, that'sfine.
But all that's doing is changingthe contact information for that
customer account number at intoit for that desktop.
(42:02):
Software, right?
So that's not universal thatyou're changing.
If you change the logininformation, the contact
information, the logininformation, that's going to be
the login or that's going to bethe contact information that's
associated with that login, thatis unique from the company
(42:22):
persona, right?
So just keep that in mind thatthose two things are separate.
So this is where people get intothe aneurysm, facepalm type of
situation where they're changingthe persona contact information.
Instead of changing the logininformation and those login
(42:46):
those, emails that are sent thatpertain to the login is, is not
updated because you're changingthe persona side of things.
And
Matthew Fulton (42:57):
we have a new guest
Dan DeLong (42:58):
Joining.
Matthew Fulton (42:59):
You heard us about, she heard us talking
about camping and she was like,this is ridiculous.
I don't ever go camping.
One, right?
Yeah.
Only if it
Dan DeLong (43:08):
involves Appy Camp.
Lynda Artesani (43:09):
Yes, yeah, correct.
Matthew Fulton (43:11):
Yeah, that registration made
Dan DeLong (43:13):
sense.
Lynda Artesani (43:13):
Alright,
Dan DeLong (43:15):
so we're gonna, we're gonna throw up the, second
poll question.
What's your primary concernabout, regarding Intuit, Intuit
logins?
Now that you've just joined thewebinar, Linda what, do you
think about all this this loginshenanigans?
Lynda Artesani (43:34):
You talk about the one for like me?
Matthew Fulton (43:36):
No, I said, oh, so for those who are watching
live, I said, if you find campsto be confusing, put a one in
the chat.
And let's just say we had abouta hundred ones in the chat a
moment ago.
I was wondering what that onewas all about.
Lynda Artesani (43:52):
Oh, you mean to its camp?
Yeah.
Matthew Fulton (43:54):
What do you think about it?
Lynda Artesani (43:55):
I never really go in it.
Matthew Fulton (43:57):
Okay.
Lynda Artesani (43:58):
Yeah,
Matthew Fulton (43:59):
we've been talking about the different
login aspects and what can youdo or not do with it is I
Lynda Artesani (44:04):
have an old legacy email with into it and
it's not what I really use withbookkeeping in the name and I am
terrified to change it for lackof being able to access my
clients.
I'm told it can be done.
Dan Luthi said it can be done.
It's doable.
Too scared.
Yeah.
Yeah,
Dan DeLong (44:20):
and that big thing because the pro advisor
certification and the profileis, one of those no man's lands.
That is neither tied to a loginor a service.
It is, tied to a login, right?
So you sign in to your QBOA andyou go to ProAdvisor
(44:42):
certification.
You're going to see the,certification that login is tied
to, but it's not a product orservice that in the traditional
sense of QuickBooks Online orpayments or payroll or any other
thing that is tied, that is.
Potentially tied to there's norealm ID.
(45:03):
There's no company ID associatedwith your pro advisor profile.
So that is where it gets trickybecause you certainly don't want
to play with your certificationsand get all new badges, right?
Lynda Artesani (45:17):
Times 20.
Dan DeLong (45:20):
Nobody wants to take that advanced certification
again, right?
Matthew Fulton (45:24):
Oh, I didn't I like The worst thing I ever did
was let that lapse.
I had to redo it But to get usback onto here, I remember the
way the multi factorauthentication came out.
I hated it now.
I love it I think it's super,super important.
It's easy.
They have made it easier viaphone, all that kind of stuff.
(45:45):
If you have put a number two inthe chat, if you don't have
multi actually don't do that.
Because,
Dan DeLong (45:55):
if you
Matthew Fulton (45:55):
don't have multi factor authentication set up,
please do it right away becauseas they are, they're starting to
streamline and standardize allthis stuff.
It's so necessary.
It's a must.
And it does make things so much,easier.
Dan DeLong (46:09):
Yeah, it's definitely easier to to manage
the login.
It's just I think I, what I'veseen lately is when you're
presented with, put your phonenumber in instead of the
password, and then it just sendsyou in this loop of, okay I get
the MFA code and then it'sasking for the password.
(46:32):
Why did you even ask me?
For, my phone number.
If you're then gonna ask me formy, oh, it, it's, that drives me
Michelle Long (46:41):
crazy.
it's a different experience
Dan DeLong (46:44):
depending on which site that you're going to.
So again, one of the, challengesof the being siloed into
different business divisionsover there but it looks like
account recovery is the biggestconcern that people have.
Path security is a, is anotherthing.
Which tends to, which leads tothe whole multi factor
(47:07):
authentication.
Let's, go ahead.
Michelle Long (47:12):
Sherry had a quick question.
She's got a client who has eightdifferent logins for their camps
account.
QBD sports tell me there's noway to combine them into one
login.
Any suggestions?
Dan DeLong (47:21):
Yeah, that's a great point.
Think of a login, like a socialsecurity number.
You can't just merge thosesecurity numbers, right?
So the thing is that you cantransfer and you can invite.
Those logins and then ultimatelyremove the logins once, once
(47:45):
those logins have beenconsolidated.
Yeah, there is no, there's nomagic button to say, okay, all
my eight logins are all me, youhave to go into each individual
service.
So in the camps situation, ifthey have eight camps accounts
(48:07):
like you different customeraccount numbers added to it.
Each one of the log in invitethe invite the log in, accept
it, and then go in and thenremove the old one, right?
So it's once that union is madebetween the service and the log
(48:28):
in, it has to, in order to breakit, you have to Have somebody
else involved, meaning youanother login associated with
you keep the logins because theyare unique.
They are right and they justneed to be invited and then and
(48:49):
then you can move things aroundand we'll talk about that whole
transfer of primary adminchanging email addresses.
So this is when logins attack.
We won't see we won't see log inweek on on discovery channel,
but we will see the, shenanigansthat, that happened.
(49:11):
Because first thing is the wholeidea of this invitation, right?
So when you're invited to anyservice, we'll just use,
QuickBooks online as the examplethe persona email is sent.
And you get this, you get theseemails and Intuit doesn't know
(49:33):
who you are at that point,right?
So there's someone at the, thathas the ability to do that.
The primary admin, companyadmin, accountant user goes in
and invites a user andassociates the roles and
permissions with that law, orwith that company user.
And then Intuit sends aninvitation email to that, email
(49:57):
that you enter.
And If you don't type it inright, they're not going to get
it.
If it's if it's filtered out,they're not going to get it,
right?
There's, Intuit's very goodabout sending the email doing
what you're told, what is told,it just has to be told properly,
right?
Associating the right roles andpermissions.
(50:18):
Entering in the email addressspelled properly and it's
outside of their control ifthere's a BAM filter, avoiding
that.
But any login that email is tiedto is acceptable to accept that
invitation, keeping in mind thatthose logins are unique.
(50:41):
If you have multiple logins tiedto the same email address, any
one of those is acceptable touse.
You need to make sure and youwant to make sure that the login
that you're using is the loginthat you're wanting to use
right, so this is where peopleget In trouble like hey, i'm
(51:03):
signed into my turbo tax on a Onanother tab and then an email
invitation comes in I click onit.
I meant to use another Login,but because i'm already signed
in to another site or servicewith another login You the
(51:24):
breadcrumb trails, the temporaryinternet files crisscrossed
multiple logins, they it justassumes, Oh you were logged in
already, you're doing into alogin.
I'll just use this login.
And now that.
Union is made between thecompany user and the login user.
(51:44):
And now in order to break that,you have to start over, deleting
and re inviting.
Matthew Fulton (51:51):
The anchor statement of this is what I
mentioned earlier.
Anytime you're going to acceptan invitation to anything into
it, related log out of anythinginto it, related on the
computer, all browsers,everything else, fully logged
out.
Once you've done that, thenclick the link through the email
(52:13):
and you will be more successful.
You'll then have the choice tochoose which firm to add it to
and I'm saying that way onpurpose as an accountant who's
been added to many differentfirms.
You get to choose which one youwant to add it to goes to the
right place.
There's no criss cross, doublecross, all that kind of jump
rope stuff and you'll be solid.
Dan DeLong (52:32):
Exactly, and The caveat of the accountant
invitation is during theacceptance of the invitation,
you have to associate what firmto, to attach it to.
So there is a added step duringthat invitation process.
We have a little bonus for you.
We we did a workshop over atSchool of Bookkeeping about
(52:55):
accepting international accountinvitation.
So being able to use one loginfor both Canada.
Canada and U.
S.
Clients or global clients.
You can check that out there.
All all right.
So the changing primary admin.
This is the easy method.
This is when the primary adminis available and cooperative,
(53:20):
right?
Primary admin logs in.
They find a company adminavailable to choose them.
And then the company admin hasto accept the role, right?
So they, get an an email.
They have to accept that and login order to complete the
process.
Just transferring it doesn'tmean that it's done and over
(53:44):
with.
So there's a link for that
Matthew Fulton (53:47):
real quickly on that part.
So this is one of the areaswhere, as an accountant, when we
want to be removed from acompany file that we shouldn't
have connection to, you can goin and you can say, delete, and
it will actually try to push andmake them become the primary
administrator again.
But if they don't accept it, itdoesn't happen.
(54:09):
So that is one thing to, to keepan eye on, right?
Dan DeLong (54:14):
Yeah.
It's like a it's like a relayrace, right?
Like the pass the baton, theyhave to take that in order to
continue running.
If they just dropped the batonthey're disqualified.
So here's the the difficultscenario.
And this is typically where weget, into this situation where
the primary admin is either notresponsive, cooperating or
(54:38):
alive.
This unfortunately happens whereyou don't no longer have access
to that, login to be able tosign in, this is going to be a
legal process called therequesting to be the primary
admin this gets the accountingcommunity is very, I don't think
(55:04):
of the word, intimate with this,because, clients come and go you
create the subscription as wementioned as a scenario before
you're the primary admin and theaccountant, no longer working
together.
The accountant or the thebusiness owns their business,
(55:25):
right?
They want their business.
They have to then claim proof ofidentity, proof of the company.
And it's a legal process.
And there's all sorts ofscenarios where that should be
the case, and there's all sortsof scenarios where that
shouldn't be the case.
But if there, you do need to gothrough this process.
It's a legal process and theyhave to give a, prescribed
(55:49):
amount of time to, for thatperson to respond.
And if they're in that thirdcategory of their live that's
going to take some time because,of course, that timing is going
to pass before they can go on tothe next step.
There's a link there for thatwhole process, but it can be
quite challenging when the Logindoesn't or the, person who is
(56:15):
the primary admin is not.
Available email change, right?
If you are changing an email, Isaw somebody talking about this
is perfect because I justchanged my email.
If you are where you change youremail is, paramount is is
important.
(56:36):
If it's your login, you do thatat accounts.
intuit.
com because that is only dealingwith your login, not any persona
that might be associated withthat login.
If you're changing the email,you log into accounts.
intuit.
com, and then you change thatemail there and go through the
(56:58):
the verification process to thenew email, and you're done.
If you're, if it's a personawe're talking about camp, we're
talking about, the, anyparticular site or service that
you're, changing the, email to,you do that in the service.
Keep in mind those are separatenow.
So if you change it in thepersona on the service, don't
(57:21):
expect it to change in yourlogin, right?
So there, there's, they'recompletely separate.
And then if you don't haveaccess to that old email, it
gets further complicated.
And then you have to do an emailchange request form to recover
your account.
And there's a link there for thearticle there.
And I know we're getting closeto the top of the hour.
(57:41):
I wanna make sure I covereverything that we wanted to
cover today.
So best practices, don't shareyour, that's one of the key
things there, because your loginis unique to you, keep it that
way.
Don't, do a shared login, butyou Matthew's point if you have
(58:03):
a email address associated witha login, that is Available and
accessible by the people thatshould have access to it.
That's a good practice for whenthings go, use MFA.
Always make sure that you set upthe the multi factor
(58:23):
authentication, and a phonenumber or a shared a shared way
that people can, access that.
I know that there's all sorts oftips and tricks around that.
And then, instead of usingincognito mode create a Chrome
profile for various logins.
(58:47):
Because going into incognitomode when you're accepting an
invitation there might besomething that is interfering or
that, you want to have happen orthat it's cleared out by going
into incognito mode.
It may work it may certainlywork but it's far better to set
up a Chrome profile, a freshsnow of Chrome profiles to be
(59:11):
able to log in to differentlogins if you have that set up.
And then this is a little moreadvanced, but I wanted to
mention it that in with Googleor workspace and most.
Web based email, you canseparate the the login I'm
(59:33):
sorry, you can separate the, Theemail address to if you need
something that is unique, butyou want to share the same email
address, right?
In this example I put inMichelle plus one at long for
success.
If that is a Gmail address orGoogle workspace account, it
(59:54):
will totally work.
It's a unique.
Login name.
I'm not a long name.
I got sidetracked by the longMichelle long.
It's a unique login.
But it auto forwards to yourmain email address, right?
So you can have plus one, plustwo, plus three, plus however
(01:00:16):
many numbers you want, and itwill all go back to the main
email address.
And it doesn't have to benumbers.
It could be.
Purpose, right?
Like you could have Michelleplus banking at long for success
so that you have a unique log inthere.
But those contact emails willcome automatically back to, the
(01:00:39):
main email address.
So It's a unique thing to towork with as if you need to have
to set up a unique login, butyou don't want to use another
email.
So last last polling question aswe're coming in for a landing,
where'd it go?
I lost my poll.
(01:01:01):
Where did they go?
I see them.
They're right there.
Okay.
All right.
I had the share sharing of thelast one to the last one where
they help.
All right.
Michelle, Matthew, Linda, anyclosing thoughts about log in
(01:01:23):
shenanigans?
Michelle Long (01:01:24):
I love that email trip that you just shared about
the plus one or the plusbanking.
I did not know that.
So I think that's great.
So thank you.
And I now have a betterunderstanding of why when I
change something in like statecamps, for example, it doesn't
change everywhere.
Because that used to drive mecrazy.
I'd be like, wait a minute.
I thought I changed this.
(01:01:45):
I know I changed that.
And then it's not changed.
And so I have a betterunderstanding of why that is the
case.
So that helps as well to havebetter understanding.
So you did shed some light onsome of the mystery of why
things don't work the way Iwould expect them to work.
So that helped a lot to clarifyand understand some things.
(01:02:09):
And I see other people in heresaying great, topic and agree.
Thank you.
As always you got great infothere, Dan.
Matthew Fulton (01:02:19):
All right, Matthew, Linda, what'd you
learn?
Lynda Artesani (01:02:23):
I wasn't here for the whole thing.
Now I want to go back.
I always didn't go to it.
I never tried incognito and itnever worked in Chrome.
I always went to Safari just toaccept an invitation.
I don't that works for me.
I don't know if that's an easierway than sending up the log out
and go through all the.
MFA again, I just popped backinto my file.
But no, this is great.
(01:02:44):
I never really understood camps.
It was always such a weird thingback even in the desktop day.
What I had many identities.
So I was like, which identity amI under and other client names
are getting messed up.
So this makes a lot of sensethough.
Matthew Fulton (01:02:59):
Yeah.
I, if there's one thing I canhelp everybody take away from,
at least from my experiencesagain, at the accountant level,
even the business level is setup your primary person under a
different email address, andthen you have your different
business partners as accountantsunderneath it, because you
(01:03:20):
never, know what's going tohappen, how change occurs, and
it makes it so much easier.
If somebody leaves, you don'thave to try to fix it.
Fix half of a company or a thirdor whatever it would be.
So thank you.
Thanks for the invite.
Dan DeLong (01:03:34):
All right.
So we'll see Matthew we'll I'llsee you and Linda at at Inco
into a connect next, next week.
And Michelle and Joy, not going.
Michelle Long (01:03:48):
Not going.
I can't wait to hear all aboutit though.
I'm sure it's going to be somegood stuff.
Matthew Fulton (01:03:55):
One more.
Yep.
If you guys see us there, comeup, say hello.
The whole point is to let youguys know what's changing this
year.
So thank you again for theinvite to join, you all here on
QB Power Hour.
All
Dan DeLong (01:04:06):
right.
We'll see you next time on thePower Hour.
Everybody has a great day.
Welcome, everybody, to another QB Power Hour.
Today, we're going to be talkingabout managing your Intuit
login.
We're going to, really take adeep dive into the whole the
whole idea about the Intuitlogin account, managing users
all of those shenanigans is the,as the case may be, the subtitle
(00:54):
is the bane of navigating yourIntuit products and services.
It was, when I worked at Intuit,it was a common call that had to
do something about the loginexperience.
And so we want to unpack that.
Welcoming back Michelle to theshow.
(01:16):
Appreciate you joining us hereagain.
We missed you.
Michelle Long (01:21):
Hey, Dan, it's good to be back.
I am happy to be back from downunder.
I got to go down to Australia.
Got to finally do my snorkelingin the Great Barrier Reef and
got to visit my daughter inPapua New Guinea, and I'm very
happy to say I did not breakanything this year, so I'm very
happy about that, but it's goodto be back.
I'm glad to see you again alongwith Matt and see everybody, so
(01:46):
good to be back.
Dan DeLong (01:48):
Likewise, we love having you hearing your thoughts
on this, this, topic as well.
My name is Dan DeLong, andSchool of Bookkeeping.
Worked at Intuit nearly 18years, co hosting today, as well
as the Workshop Wednesday overat School of Bookkeeping as
well.
And joining us again is Matthew.
(02:09):
And maybe Melinda maybe we cancoax her into getting a two for
one down in Florida.
But Matthew, go ahead andintroduce.
Yourself for those that don'tknow.
Matthew Fulton (02:20):
Thank you everybody.
I'm Matthew Fulton.
I'm the founder of QB communitylive Facebook group I am down
visiting my good friend Lindahere in Estero, Florida after
just going to the refameconference and have a really
horrible task of staying out bythe gulf until we fly out to
into a connect this weekend.
So love Being here witheverybody.
(02:43):
Hello everybody and thanks forallowing me to be on and
michelle.
I'm glad you didn't breakanything You
Dan DeLong (02:48):
The struggle's real Matthew.
I appreciate you taking time outof your tough and donning the
fedora for, that looked good onyou.
Matthew Fulton (03:00):
Thank you.
Dan DeLong (03:02):
So a little bit about the, QB Power Hour.
It's every other Tuesday.
We are eligible for CPE creditfor the first webinar of, of the
month.
If you're keeping score at home,this is the second.
So this one is not eligible forCPE.
So if you came here for the CPE,sorry, it's not available on
(03:22):
this one.
And now we see everybodyleaving.
No, I'm kidding.
Joining us here today.
If you need the resources, thePDFs of the slides we're posting
those in in the chat as well aswhere we're live streaming as
well, or you can always go toqppowerhour.
com slash resources after thefact for the podcast.
(03:46):
Recordings and as well as otherresources, but anything that
we're talking about here today,just some housekeeping.
If you have specific questionsabout the topics that we're
talking about here today, pleaseput them in the Q and a, because
it makes it a lot easier for usto manage those questions as
they're coming in on the, livewebinar.
(04:07):
If you have general things to,talk about, that doesn't relate
like this.
To Michelle, how was thesnorkeling on the Great Barrier
Reef or things like that?
You can use the comments or thechat for that as well as we have
the links in the, handouts therefor, to download those.
(04:28):
We, of course, have the QB PowerHour store.
You can check those out if youwant.
Again, no CPE today it is onlythe first webinar of the month
until we can twist our friendsat Maker Hub's arm to, to fully
sponsor and cover all of our CPEcredit, but today there's no CPE
(04:49):
credit.
Alright our agenda today, we'regoing to talk about the anatomy.
Of of an Intuit login.
There is there's terms that areutilized where we talk about
accounts versus accounts andwe're going to unpack what that
(05:09):
means in relationship to anIntuit login.
We'll talk about the parts ofthat login, and then we'll talk
about the concept over an Intuitof personas.
That's what the, that's thepronunciation, not personas or
personas.
And then we'll, talk about someuseful sites for managing your
log in, and then we'll break inwhen log ins attack, right?
(05:34):
Like the advanced stuff ofprimary admin email change
requests.
We'll talk about a plus oneemail, not an email hack in that
your email is getting hacked,but that there is a.
Work around or, a way to be ableto utilize gmail, webmails a
(05:58):
little bit differently thanmaybe you might know.
And so we're hoping to sharethat with you as well as from
chrome profile.
So let's log, let's start offwith our first polling question
of how many Intuit logins do youactually have?
Boy, I can't imagine, Matthew,you have only one.
(06:20):
Mine is terrible.
I'm, I know exactly where mylogins are situated, like a
messy desk.
But if somebody came in andtried to clean it up, For me, I
would be I think I'd be lost atthat point.
What do you think, Matthew?
Matthew Fulton (06:38):
So I definitely have too many to count, but I
have another question onto this.
The other thing I have is, doyou know how many different
accounting firms I've been addedonto as an employee to be able
to help?
It's one of the best ways wherefor our community and our
friends, when they needassistance with a question long
term, they leave me on there andthey assign me to just certain
(07:01):
clients to where I can just helpout at times.
So too many to count for sure.
Dan DeLong (07:05):
Yeah.
Yeah.
You're in that too many tocount.
It looks like about 13 percentof the people who have responded
so far in that too many to countslash care.
Michelle, how about you?
You, probably have a few Intuitlogins floating out there.
Michelle Long (07:20):
Yeah, same situation and Matthew plus we
would also set some up fortraining purposes and then we
would have those that we wouldalso have to deal with.
And in addition to our real onesfor client purposes so yeah,
trying to keep it all straightis a nightmare.
And then you get an email aboutsome.
(07:41):
Oh your service is going to bediscontinued on this one or
something, and you're like,which one and sometimes Intuit
doesn't provide you thosedetails.
So then you're going crazytrying to figure out what that
email pertains to.
So it's a nightmare
Dan DeLong (07:57):
and not to take us off topic, but Matthew, if you
want to talk a little bit aboutspeaking of into a
communication, the bad,situation about the recent
emails that went out I knowthere's a lot of posts about
(08:17):
that on the, on our Facebookgroup and yours as well.
Do you want to talk just brieflybefore we get derailed?
Matthew Fulton (08:26):
Super brief version super, brief version is
apparently they're real.
In traditional fashion, we werevery well educated ahead of
time.
To help us educate ourcommunities and make sure we
didn't think it was spam.
Cause I thought it was spam atfirst.
They are real.
Credly is going to be the newperson that's doing the new
(08:46):
badges, is what I've last heardfrom it.
So they are real, but still becareful because there are
spammers out there and hackersthat will always try to take
advantage of something we're notcomfortable with yet.
Dan DeLong (09:02):
Absolutely.
So always being very cautious.
And I think that speaks to, theBeing the trusted advisor, in
the relationship, accountantsand bookkeepers they are the
gateway to a lot of sensitiveinformation and having your
(09:23):
login compromise.
Is certainly something that youcertainly don't want to get
your, find yourself in thatsituation because then you could
be on the other side of thiswhole embezzlement challenge
when somebody else is doing thaton your behalf.
Definitely a good idea to alwaysbe cautious and trust, but
(09:46):
verifying and I think it's thebest way to to proceed.
So appreciate Matthew forsharing that.
So let's talk a little bit aboutIntuit products and services
that require a login.
So I, this is probably not anexhaustive list, but this is a
list of things that, that, thatrequire an Intuit login, right?
(10:11):
So you look at the QuickBooksside of things, you look at the
personal because Intuit is notjust QuickBooks Credit Karma,
the TurboTax, QuickBooks selfemployed.
And then you have the.
Professional tech side of thingswhere you have a third pro
series, pro connect, as well asthe QBOA, the QuickBooks Online
(10:33):
Accountant, could span bothsides of those things.
So basically, and, Intuitstarted a, initiative back when
I worked there about this wholeidea of of, one Intuit identity.
Late.
(10:53):
Abbreviated it, OI, right?
I don't know why, probablybecause that's the the expletive
that you say when you try tomanage all of these logins but
in theory, you only need oneIntuit login to log in to any of
(11:14):
the, any or all of theseservices, right?
The challenge is this, Therewere logins that were acquired,
right?
So what I did, was I Ihighlighted or,
Matthew Fulton (11:33):
you grayed out the others, right?
So I
Dan DeLong (11:35):
grayed out the non intuit created login, right?
So looking at all of thesethings, they acquired MailChimp.
That already had a login systemin place.
They acquired Credit Karma thatalready had a login in place.
Mint came and went right.
(11:56):
And that had its own loginplatform.
I put asterisks by the ones thathave long been since acquired.
Into an online payroll, theonline backup.
Service QuickBooks time, Tsheets, like all of these had
their own login.
(12:17):
So in order for Intuit to havethis whole idea of one Intuit
login to rule them all, Sauron'sring of login, those logins
already existed.
And then there's this whole ideaof migrating your login, which
if anybody remembers the Intuitonline payroll, debacle.
(12:40):
Of trying to get a one loginsystem to move over into the
Intuit login system.
That was quite a, quite anexperience.
To behold, right?
So you have essentially twologins trying to join into one
in the grand scheme of things,you could have a login that
(13:02):
matches the same Intuit login,but that doesn't necessarily
mean that is the login is theIntuit login, right?
Matthew, Michelle, any anythoughts on.
This whole concept.
Matthew Fulton (13:18):
I, so I, feel like anytime there are these
major changes, right?
Is there make these acquisitionsof these different softwares?
There's a lot involved to bringthem into the right channels and
blah, blah tech talk, and likecoding and everything else, but
once it starts working, itreally is pretty dang cool.
(13:40):
And it does work well.
It was very frustrating atfirst.
At least they're taking theirtime and they're doing one at a
time instead of imagining Hey,we just put all these things in.
That's going to be a baby Maybethey need to acquire a password
mass like manager next and helpus with that part.
Maybe that's their next,
Dan DeLong (13:59):
right?
That's probably the easiestthing, Michelle.
Michelle Long (14:03):
I'm going to confess.
I was talking badges in thechat, but I agree with Matt
there that when you do theacquisition, it is confusing at
first.
But I think having one ultimateone that works for all of them
is the ultimate goal, but
Dan DeLong (14:22):
yeah, and then you have things like what we were
talking about where you have atesting log in or a training log
in or things like that.
That could certainly.
You know spread things out.
We're having multiple logins,right?
So hopefully we will We willuncover some of those aha
(14:43):
moments, throughout this webinarBut then there's logins that
might not use An Intuit log,right?
So Desktop company files, right?
So when you create an admin useror file specific user inside of
desktop Those users logins arenot the same as your Intuit
(15:03):
login Except now in the next, inthe past few years, they've been
asking you to assign a Intuitlogin to that user inside of the
desktop file to further compute.
Now, they're not doing it onpurpose, but the whole idea is
there's It's a protection,right?
(15:25):
It's a security measure becauseif somebody does abscond with
your QuickBooks desktop file andthey have the admin password
they'll be able to get into thefile, right?
So if they want to change thatadmin password, they need an
extra level of security in orderto reset that admin password by
(15:46):
sending it to the Intuit logincontact information for the user
or the person who's associatedwith that admin user.
So that's, it's a good reason,but it just adds this gray area
of login ProAdvisorcertification, which is
something very, which iseverybody's talking about the
(16:08):
badges in the chat ProAdvisor isone of those One of those things
that is only assigned to, anidentity, right?
Like a person, but it's notnecessarily a service in the
grand scheme of things.
Like a MailChimp or QuickBooksonline or things like that.
(16:30):
That's an individual when itcomes to being a login and then
this article that that I waslooking at, which I'll we'll,
link to post to show was talkingabout QuickBooks desktop online
backup, but into it, but notinto it.
Data protect, which I thinkthere was.
(16:51):
And as I was really logging mymemory, I think there was two,
Online backup services and theninto a data protect, just one
out in that in that process.
So I think what they'rereferring to there is.
The desktop online pack up backup prior to 2018 when into a
(17:13):
data protect was not the onlybackup service in town for
desktop files, but just adds tothe level of confusion when
we're talking about.
Logins and services.
So let's just talk about theanatomy.
So we'll go into a littlebiology, into a biology class
(17:34):
here.
The anatomy of an Intuit login.
We'll talk about creating anIntuit login and the parts.
And I think the biggest ahamoment for me as I was really
learning about The nuts andbolts of an Intuit login is the
difference between a login nameand an email address.
It's like the difference betweena barcode and a UPC code, right?
(18:00):
So some are a Universal and, andsome are a little bit unique.
So we're gonna talk a little bitabout those types of things if
we dive into that.
But first, how do you create alog right?
There's really three ways that,that a login is created.
You create one manually.
(18:20):
You go to an Intuit site thatsays you gotta log in.
And so I create one.
Or you're signing up for aservice.
Like QuickBooks or anything elsethat requires a login and it
asks you to, enter, or createyour login or, and what, causes
most, people's Ajita these daysis you're invited to a site or
(18:46):
service, and then he ends up,this is where things tend to
compound is when you're invitedto a site or a service and.
There's a mismatch between theemail that you're invited to and
your login.
(19:06):
We'll, uncover that.
Any, thoughts so far?
I'm just rambling here Matthewand Michelle.
Matthew Fulton (19:16):
There's one area that I'm sure you're going to
get to.
But the, key thing is, whenyou're invited as an accountant
into somebody else's thing, thesuper magic thing is make sure
you log out of anything andeverything Intuit related.
I'm sure you get to that in justa bit here, but just, if you do
that, you will be able to acceptit into the right firm, the
(19:40):
right way, and make sure youhave access the way you need it
and get those fancy points thatdo so much for us, of course.
Dan DeLong (19:47):
Exactly.
And yeah we'll, we will talkabout that, but typically where
I see most people get in troublewith these sort of things is
when they're doing all thisimbibing in on the same
computer.
And typically you want to havethose things being separate
because then temporary internetfiles and cookies, and as
(20:09):
they're delicious, you don'twant to necessarily have those
cross contaminated between thosetwo different logins what you're
doing and you're able to managesome of the things.
And we'll, hopefully give yousome, nuggets of information
that, might help with that.
(20:30):
You can certainly do it on onecomputer.
It just you need to know theprocess, right?
So
Matthew Fulton (20:37):
you're going to give us the gluten free recipe
of how to get this done.
Dan DeLong (20:40):
Exactly.
Yeah.
Matthew Fulton (20:42):
Okay.
Dan DeLong (20:44):
All those gluten free folk.
So let's talk a little bit aboutthe anatomy and the big aha
between the login name and theemail address.
So the big thing to, to recalland remember here is that the
login name It's something thatneeds to be unique, right?
And that, typically an emailaddress, does not is, unique to
(21:11):
you, right?
In theory, Michelle only has oneemail address that is tied to
her, right?
That's why you would send anemail to Michelle and hopefully
Michelle will get it, right?
An email address is somethingthat's already unique to a
person.
However, because of those priorlogin platforms, potentially
(21:36):
combining into one, you may havetwo different logins that Are
tied to the same email addressas the login name, right?
So then that's a no-no, right?
You can't have two logins withthe same login name, so you end
up having multiple differentlogin names, potentially sign
(22:00):
assigned to the same emailaddress.
Now the login name can be theemail address but it doesn't
necessarily have to be the emailaddress.
The only requirement.
is that the login name has to beunique.
And, that's really what it boilsdown to.
(22:22):
And these are individuallyeditable, right?
So when you log into, and we'llprovide some of these login
sites to manage your login atthe, those sites, you can change
these things all you want,right?
As long as you can sign in to,to that.
(22:42):
To that site you can manage theuser I.
D.
You can manage the emailaddress.
You can manage the password andas well as the phone number
that's attached to those M.
F.
A.
Codes that you end up getting.
So it's quite, as long as you'remanaging the login side of
things and not as well as we'llget to the company admin or the
(23:06):
company persona side of things.
That's fine.
That's totally fine.
And they don't necessarily haveto jive.
But that, those are the keytakeaways of your login in
general.
Go ahead.
Matthew Fulton (23:25):
I, was just gonna say, and but again, I
think you're getting, you'regonna run into this pretty soon
here is talking about IntuitCamps where all of this stuff
comes to a head once you'vecreated all of this.
Yeah,
Dan DeLong (23:37):
and Jennifer asked, in the q and a, so login is
interchangeable with the wholeidea of a user id.
Yes.
So that is exactly the casehere.
And, that's part of the,challenge is you go to different
websites for different intusites and they'll say email user
id, phone number, or to sign inand it could be any iteration
(24:02):
of.
Any three of those that uniquelyidentifies you.
So if you put in if you havemultiple email addresses or
multiple logins tied to the sameemail address, and you put in
the email, then it's not goingto know.
Who you are until you actuallysign in with that user I.
(24:23):
D.
So I have multiple logins andthey're tied to the same email
address.
And of course, my phone numberfor the M.
F.
A.
Code is the same.
So I wouldn't want to do that.
I wouldn't want to put in anemail address.
Or a phone number because itcould potentially be tied to the
wrong part of me the wrong thewrong login of which I'm trying
(24:48):
to associate with.
Matthew Fulton (24:49):
Yeah.
Dan DeLong (24:50):
So you want to be specific and understand that the
user ID is what makes that loginunique.
And then here is this wholeconcept of a persona, Yeah.
We'll, and we'll talkspecifically about QuickBooks
Online because that's what we'rewanting to focus on here today,
(25:11):
but any Into its site or serviceproduct or service is going to
have a persona associated withit and for QuickBooks Online,
these, are commonly a primaryadmin, right?
So a primary admin is a commonpersona.
Company admin is another one.
(25:32):
The accountant user, right?
So we alluded to the whole ideaof getting invited as the
accountant, and then there'sother users, but basically those
personas are assigned.
On the company ID level on the,service level of things, not to
the log, the login is attachedto the persona, but not to the
(25:54):
access right within thatparticular product or service.
Matthew Fulton (26:00):
So can I interrupt you real quick here on
this part?
Dan DeLong (26:02):
You can,
Matthew Fulton (26:03):
yes.
So primary admin is anaccountant.
We go and we're creating a brandnew set of we're a new
QuickBooks online subscriptionfor somebody.
And we are the primary adminthat set that up.
It's on our billing.
We do all that until we decideto transition and switch over
the primary admin to the admin.
Actual owner of the company inwhich we can still be a company
(26:27):
admin, primary admin has thehighest power capability.
It's responsible for the billingsubscription, everything else.
Company admin can still haveaccess to everything, including
adding accountants on so forth.
An accountant user, nowaccountant user, you get your
special accountant tools.
(26:49):
That is, of course, truly theone we all always want.
It's when you log into yourfirm, you can see all the
different companies that you'reworking with, click the little
button and get into all ofthose.
You can be a company admin, notan accountant, and now when you
have your login screen, it lookscrazy weird like mine, and
you've got all these differentfirms that you're attached to,
(27:10):
right?
And then lower as a companyadmin, there's all these
companies that are below there,but you don't have your
accountant tools.
Yeah.
Same thing as a primary admin,like you, you just have to be
cautious how you do those parts.
And then the other users, andyou're not even going into the
advanced aspect of this wherethey've added other things like
bookkeeping and so forth.
(27:32):
So primary company accountantare the primaries we want to be
really looking at in our roles.
And your best place is to getyourself put into that
accountant user, even if youopen the account form, get it
switched out of that, make surethey have ownership of their own
stuff.
Dan DeLong (27:50):
Exactly.
Yeah.
The these top three are they'revery gray.
I guess it's the best way todescribe it.
The primary admin is a companyadmin, right?
But the company admin is not theprimary admin.
You can have multiple companyadmins.
And then by, adding in theaccountant user, has company
(28:14):
admin rights to, the, QuickBooksonline subscription with those
added.
Accountant tools functionality,right?
So there's a lot of crossover, Iguess it's the best way of the
Venn diagram.
I think that's what weultimately need.
We need a Venn diagram ofprimary admin company, admin,
(28:35):
accountant, user of where theyall intersect and then what's
unique about each of those.
But that's a, good call out.
So there's another.
Number or a unique identifier.
We want to talk about in, inyou're asked this all the time
when you're, when you call ortalk to Intuit, the company ID
(28:59):
control or control option for asmack users out there, the
company ID, and then again, tothe further confused thing in
the desktop room.
World, they call them Rome IDsas opposed to a company IDs, but
they're essentially the samething.
(29:22):
That company.
At Intuit is going to beassociated with a company ID, or
realm ID.
And personas are associated atthat company level, right?
So those personas are thenassigned to a login, who you are
when you sign into said service.
(29:43):
But the, that's that middlelayer of things.
And when I worked there, Againthey use the same term to talk
about Both the user ID as wellas the, company persona.
They called it an auth ID in inboth, instances to further, keep
(30:07):
us on our toes, because we wouldsay what's the auth ID?
And and they're actually talkingabout two different things.
Matthew Fulton (30:16):
That, so this also comes into play with and I
won't go deep into this, but ithas to deal with the developer
talk.
When you're creating thecredentials to connect a third
party application, that's wherethat off I.
D.
stuff comes into play becausethey have to recognize it's
really difficult for every appto create that accountant view.
(30:39):
We all love and we should alwayshave.
You create the coding for peopleto have certain access levels
and then to put another layer ontop where it's a firm and then
you have different users andthen you still have some
capabilities below it.
That off ideas where the codingcomes into play.
Dan DeLong (30:58):
Good point.
Good point.
So let's talk about the primaryadmin.
So depends on whose perspectiveyou're talking about as to what
the definition of a primaryadmin is.
And I like to put things in mostsimplest terms and the reality
of a primary admin is they arethe first person and the first
(31:21):
login that touch the servicemuch like this moon man, laying
claim on the Mars or moon orwhatever it is.
That's the first person to touchthe service, from Intuit's
perspective.
The primary admin is the ownerof that SERP, right?
So they're the one that's goingto be getting all of the
(31:45):
subscription based emails andthose types of things when
they're, when they, log, in andbecause of this reality of the
first person to touch theservice is, immediately the
primary admin that gets us allinto these challenges with.
(32:05):
This was delegated to an officemanager or an employee to set up
QuickBooks or set up a service.
God forbid it's the paymentsaccount that they delegated them
to do, but because they are thefirst person to touch that
service, right?
And we, use an example of.
(32:28):
You as a, an accountant, you gointo your QBOA and you create a
QuickBooks online subscriptionfor your client, as you
correctly mentioned, Matthew, itis, you are the primary admin.
And the account, right?
So in that situation, you areboth personas.
And that's why you see yourselfin the manage user page as well
(32:52):
as the accountant firms.
But because you order that firstperson to touch the service,
you're the primary ad.
Of course, you're going to begetting all of the notifications
that come to the primary admin,whether it's about the
subscription or adding users ordeleting users or anything that
is more of a, an admin thing.
(33:15):
Michelle, you were raising yourhand.
Michelle Long (33:18):
I am because how do you stop that?
Once you're not associated withfirm anymore, once you're not
primary admin anymore, orwhatever the case may be.
Once you get out of that role oraway from a company, like, how
do you make it stop?
Matthew Fulton (33:38):
I'm glad you asked the question.
I, and I don't know if this isreally the right answer, but
this is something I was going tobring up with my company Parkway
business solutions.
I used to have a businesspartner.
And one of the things I learnedsomewhat the hard way is, I
strongly recommend, and I'mspeaking now from the QuickBooks
Online accountant perspective,but it really works the same
(33:59):
kind of a concept for a company,is you should have the primary
admin of your QBOA company.
Accountant version a generalemail that's above even the
managing partners.
So that way, if a managingpartner leaves the business, you
can remove them easily and stillhave control correctly of all
(34:24):
the clients and things that needto be done.
It was such a brutal nightmaretrying to transition over
clients that have been createdby somebody else's.
As the primary admin under thesame firm.
So when I kept the company, Ihad to reach out to into it.
It became this huge, massivething, including like merchant
(34:45):
processing a year and a half,two years later was still under
somebody else's email.
That I ended up having to shutdown my whole merchant
processing set up a whole newone, all these different things
within my own firm.
So I don't want to take us toofar off the topic.
This is a good point.
Dan DeLong (35:05):
Definitely relevant
Michelle Long (35:08):
And that's great advice moving forward.
But what about for a situationnow where let's say I'm an
accountant and I've got formerclients that I no longer work
with.
The client has gone out ofbusiness.
The client went to anotheraccountant, whatever the
situation may be where I used tobe the primary admin and now I'm
(35:29):
not, and I'm still gettingemails on him.
And I don't have anybody else inmy firm.
It's just me.
How do I stop emails coming fromformer clients?
Dan DeLong (35:38):
Yeah, the the challenge is who that the login
is tied to and how cooperativethat login Is it is available,
right?
So if you're able to sign inwith said login Or have access
to that Fantastic.
(35:59):
You can do that.
Ideally you'd want to be doingit on two separate computers.
So you don't have the crisscrossand you can be logged in
simultaneously or different,Chrome profiles or what have
you.
So there's all sorts of ways tomanage that.
The whole idea of the payrollemails of a client that is no
(36:19):
longer your client.
Michelle Long (36:21):
Yeah, especially payroll.
Dan DeLong (36:25):
it's, it's a challenge, right?
And what we're ultimatelyalluding to, it's real easy to
set up these things.
It's real difficult to changethem once they're, set up.
But they are changeable.
As long as you're doing it inthe right place, and it really
(36:45):
just depends.
And this example of you'recreating a QBO subscription, for
your client.
You become the primary admin ofthat QBO subscription.
But if you're not the primaryadmin of the firm, you, that's
where these full, this wholeconcept of personas comes into
play, right?
You may have a company adminaccess to the firm but not the
(37:09):
primary admin access to thefirm, but you create the QBO
subscription.
You are the primary admin.
Your login is the primary adminof that subscription, which may
or may not be What you wanted tohave happen.
But as long as you're aware thatthis is what's going to happen,
it's a lot easier to managethese things.
(37:31):
I think when once the more it'sa, that's a GI Joe.
Answer.
It's half the battle, right?
So there are a couple of sitesthat are very useful, manage
your logins and they do thingsdifferently.
One is the camps site B A M P S.
(37:51):
And the other is the accountsite, account.
intuit.
com.
They, were, they a littleforeshadowing.
They made it plural knowing thatyou were going to be having
multiple accounts, not account.
intuit.
com.
It's account, plural.
They will do things differentlyat different sites, but the
(38:12):
campsite, we'll talk about that,Is where you would, yeah, is
where you would go to you'regoing to first time that you go
to camps.
intuit.
com, you're presented with thislist of services to log into
everything short of QuickBooksdesktop will just take you to
(38:34):
that site or service that youhappen to click on.
So if we're going to, if Iwanted to go to QuickBooks
online, which is.
Redundant to have QuickBooksOnline accountant and QuickBooks
Online side by side because it'sonly going to take you to the
same place and then yourexperience is going to be
different based off of what youchoose next.
(38:54):
Whether I go into a QuickBooksOnline company or if I go into a
firm if that login happens to betied to, but what this tells me
is that the login that I use tosign into CAMP.
Is attached to the company, acompany that has QuickBooks
Online Accountant and QuickBooksOnline as well, which in and of
(39:16):
itself is the same thing.
It's just what you're going toexperience when you click on
said icon here, right?
And then you have payments andinto an online payroll, but
QuickBooks Desktop is whereyou're going to see this screen.
Had to blur out anything that'snot, identifiable, but the
(39:44):
things that you can do in hereis view your license, download
download software.
You can view the transactionhistory.
Keep in mind that this is onlyfor this Intuit.
Customer account number.
This is not across the Intuitecosystem.
Customer account number is theunique identifier at Intuit that
(40:07):
represents that account.
And this login that you happento log in to is, has access to
that customer account number.
And in the upper right there,there's a drop down where you
could potentially see multipleclients.
And multiple Intuit accountsthat login has access to, which
(40:29):
you're going to have a differentexperience when you click on the
different customer account,Matthew, you,
Matthew Fulton (40:35):
I got a question because in the dropdown of mine,
you're having an
Dan DeLong (40:38):
aneurysm.
I think
Matthew Fulton (40:39):
I am.
I'm hating this.
This is really horrible.
And the dropdown to one company.
Somehow.
My name is Matthew Jane Fulton.
And I've never been able tofigure out how to get rid of the
Jane and it pops up all over theplace.
I've tried to remove myself fromit.
Like I'm going to go on mute andcry.
Michelle Long (41:00):
what is so ironic about all of this?
And this has been true, I thinkfor 20 years that Intuit is a
software company, helping smallbusinesses manage their,
accounts and their bookkeepingand all this.
And they can't manage all this.
Not very well either.
(41:21):
Drives me crazy, the hypocrisyof it.
I'm sorry.
No,
Dan DeLong (41:25):
that's certainly understandable.
And, Because it
Michelle Long (41:31):
is confusing, and it is a nightmare when you try
to fix something, and itshouldn't be, because they're a
software company.
Dan DeLong (41:38):
Yeah.
Sorry.
Yeah, and in here if you can, IfI could scroll down, whoops.
If I could scroll down, I would,you would see that there's
contact information.
Listed there.
If you change it there, that'sfine.
But all that's doing is changingthe contact information for that
customer account number at intoit for that desktop.
(42:02):
Software, right?
So that's not universal thatyou're changing.
If you change the logininformation, the contact
information, the logininformation, that's going to be
the login or that's going to bethe contact information that's
associated with that login, thatis unique from the company
(42:22):
persona, right?
So just keep that in mind thatthose two things are separate.
So this is where people get intothe aneurysm, facepalm type of
situation where they're changingthe persona contact information.
Instead of changing the logininformation and those login
(42:46):
those, emails that are sent thatpertain to the login is, is not
updated because you're changingthe persona side of things.
And
Matthew Fulton (42:57):
we have a new guest
Dan DeLong (42:58):
Joining.
Matthew Fulton (42:59):
You heard us about, she heard us talking
about camping and she was like,this is ridiculous.
I don't ever go camping.
One, right?
Yeah.
Only if it
Dan DeLong (43:08):
involves Appy Camp.
Lynda Artesani (43:09):
Yes, yeah, correct.
Matthew Fulton (43:11):
Yeah, that registration made
Dan DeLong (43:13):
sense.
Lynda Artesani (43:13):
Alright,
Dan DeLong (43:15):
so we're gonna, we're gonna throw up the, second
poll question.
What's your primary concernabout, regarding Intuit, Intuit
logins?
Now that you've just joined thewebinar, Linda what, do you
think about all this this loginshenanigans?
Lynda Artesani (43:34):
You talk about the one for like me?
Matthew Fulton (43:36):
No, I said, oh, so for those who are watching
live, I said, if you find campsto be confusing, put a one in
the chat.
And let's just say we had abouta hundred ones in the chat a
moment ago.
I was wondering what that onewas all about.
Lynda Artesani (43:52):
Oh, you mean to its camp?
Yeah.
Matthew Fulton (43:54):
What do you think about it?
Lynda Artesani (43:55):
I never really go in it.
Matthew Fulton (43:57):
Okay.
Lynda Artesani (43:58):
Yeah,
Matthew Fulton (43:59):
we've been talking about the different
login aspects and what can youdo or not do with it is I
Lynda Artesani (44:04):
have an old legacy email with into it and
it's not what I really use withbookkeeping in the name and I am
terrified to change it for lackof being able to access my
clients.
I'm told it can be done.
Dan Luthi said it can be done.
It's doable.
Too scared.
Yeah.
Yeah,
Dan DeLong (44:20):
and that big thing because the pro advisor
certification and the profileis, one of those no man's lands.
That is neither tied to a loginor a service.
It is, tied to a login, right?
So you sign in to your QBOA andyou go to ProAdvisor
(44:42):
certification.
You're going to see the,certification that login is tied
to, but it's not a product orservice that in the traditional
sense of QuickBooks Online orpayments or payroll or any other
thing that is tied, that is.
Potentially tied to there's norealm ID.
(45:03):
There's no company ID associatedwith your pro advisor profile.
So that is where it gets trickybecause you certainly don't want
to play with your certificationsand get all new badges, right?
Lynda Artesani (45:17):
Times 20.
Dan DeLong (45:20):
Nobody wants to take that advanced certification
again, right?
Matthew Fulton (45:24):
Oh, I didn't I like The worst thing I ever did
was let that lapse.
I had to redo it But to get usback onto here, I remember the
way the multi factorauthentication came out.
I hated it now.
I love it I think it's super,super important.
It's easy.
They have made it easier viaphone, all that kind of stuff.
(45:45):
If you have put a number two inthe chat, if you don't have
multi actually don't do that.
Because,
Dan DeLong (45:55):
if you
Matthew Fulton (45:55):
don't have multi factor authentication set up,
please do it right away becauseas they are, they're starting to
streamline and standardize allthis stuff.
It's so necessary.
It's a must.
And it does make things so much,easier.
Dan DeLong (46:09):
Yeah, it's definitely easier to to manage
the login.
It's just I think I, what I'veseen lately is when you're
presented with, put your phonenumber in instead of the
password, and then it just sendsyou in this loop of, okay I get
the MFA code and then it'sasking for the password.
(46:32):
Why did you even ask me?
For, my phone number.
If you're then gonna ask me formy, oh, it, it's, that drives me
Michelle Long (46:41):
crazy.
it's a different experience
Dan DeLong (46:44):
depending on which site that you're going to.
So again, one of the, challengesof the being siloed into
different business divisionsover there but it looks like
account recovery is the biggestconcern that people have.
Path security is a, is anotherthing.
Which tends to, which leads tothe whole multi factor
(47:07):
authentication.
Let's, go ahead.
Michelle Long (47:12):
Sherry had a quick question.
She's got a client who has eightdifferent logins for their camps
account.
QBD sports tell me there's noway to combine them into one
login.
Any suggestions?
Dan DeLong (47:21):
Yeah, that's a great point.
Think of a login, like a socialsecurity number.
You can't just merge thosesecurity numbers, right?
So the thing is that you cantransfer and you can invite.
Those logins and then ultimatelyremove the logins once, once
(47:45):
those logins have beenconsolidated.
Yeah, there is no, there's nomagic button to say, okay, all
my eight logins are all me, youhave to go into each individual
service.
So in the camps situation, ifthey have eight camps accounts
(48:07):
like you different customeraccount numbers added to it.
Each one of the log in invitethe invite the log in, accept
it, and then go in and thenremove the old one, right?
So it's once that union is madebetween the service and the log
(48:28):
in, it has to, in order to breakit, you have to Have somebody
else involved, meaning youanother login associated with
you keep the logins because theyare unique.
They are right and they justneed to be invited and then and
(48:49):
then you can move things aroundand we'll talk about that whole
transfer of primary adminchanging email addresses.
So this is when logins attack.
We won't see we won't see log inweek on on discovery channel,
but we will see the, shenanigansthat, that happened.
(49:11):
Because first thing is the wholeidea of this invitation, right?
So when you're invited to anyservice, we'll just use,
QuickBooks online as the examplethe persona email is sent.
And you get this, you get theseemails and Intuit doesn't know
(49:33):
who you are at that point,right?
So there's someone at the, thathas the ability to do that.
The primary admin, companyadmin, accountant user goes in
and invites a user andassociates the roles and
permissions with that law, orwith that company user.
And then Intuit sends aninvitation email to that, email
(49:57):
that you enter.
And If you don't type it inright, they're not going to get
it.
If it's if it's filtered out,they're not going to get it,
right?
There's, Intuit's very goodabout sending the email doing
what you're told, what is told,it just has to be told properly,
right?
Associating the right roles andpermissions.
(50:18):
Entering in the email addressspelled properly and it's
outside of their control ifthere's a BAM filter, avoiding
that.
But any login that email is tiedto is acceptable to accept that
invitation, keeping in mind thatthose logins are unique.
(50:41):
If you have multiple logins tiedto the same email address, any
one of those is acceptable touse.
You need to make sure and youwant to make sure that the login
that you're using is the loginthat you're wanting to use
right, so this is where peopleget In trouble like hey, i'm
(51:03):
signed into my turbo tax on a Onanother tab and then an email
invitation comes in I click onit.
I meant to use another Login,but because i'm already signed
in to another site or servicewith another login You the
(51:24):
breadcrumb trails, the temporaryinternet files crisscrossed
multiple logins, they it justassumes, Oh you were logged in
already, you're doing into alogin.
I'll just use this login.
And now that.
Union is made between thecompany user and the login user.
(51:44):
And now in order to break that,you have to start over, deleting
and re inviting.
Matthew Fulton (51:51):
The anchor statement of this is what I
mentioned earlier.
Anytime you're going to acceptan invitation to anything into
it, related log out of anythinginto it, related on the
computer, all browsers,everything else, fully logged
out.
Once you've done that, thenclick the link through the email
(52:13):
and you will be more successful.
You'll then have the choice tochoose which firm to add it to
and I'm saying that way onpurpose as an accountant who's
been added to many differentfirms.
You get to choose which one youwant to add it to goes to the
right place.
There's no criss cross, doublecross, all that kind of jump
rope stuff and you'll be solid.
Dan DeLong (52:32):
Exactly, and The caveat of the accountant
invitation is during theacceptance of the invitation,
you have to associate what firmto, to attach it to.
So there is a added step duringthat invitation process.
We have a little bonus for you.
We we did a workshop over atSchool of Bookkeeping about
(52:55):
accepting international accountinvitation.
So being able to use one loginfor both Canada.
Canada and U.
S.
Clients or global clients.
You can check that out there.
All all right.
So the changing primary admin.
This is the easy method.
This is when the primary adminis available and cooperative,
(53:20):
right?
Primary admin logs in.
They find a company adminavailable to choose them.
And then the company admin hasto accept the role, right?
So they, get an an email.
They have to accept that and login order to complete the
process.
Just transferring it doesn'tmean that it's done and over
(53:44):
with.
So there's a link for that
Matthew Fulton (53:47):
real quickly on that part.
So this is one of the areaswhere, as an accountant, when we
want to be removed from acompany file that we shouldn't
have connection to, you can goin and you can say, delete, and
it will actually try to push andmake them become the primary
administrator again.
But if they don't accept it, itdoesn't happen.
(54:09):
So that is one thing to, to keepan eye on, right?
Dan DeLong (54:14):
Yeah.
It's like a it's like a relayrace, right?
Like the pass the baton, theyhave to take that in order to
continue running.
If they just dropped the batonthey're disqualified.
So here's the the difficultscenario.
And this is typically where weget, into this situation where
the primary admin is either notresponsive, cooperating or
(54:38):
alive.
This unfortunately happens whereyou don't no longer have access
to that, login to be able tosign in, this is going to be a
legal process called therequesting to be the primary
admin this gets the accountingcommunity is very, I don't think
(55:04):
of the word, intimate with this,because, clients come and go you
create the subscription as wementioned as a scenario before
you're the primary admin and theaccountant, no longer working
together.
The accountant or the thebusiness owns their business,
(55:25):
right?
They want their business.
They have to then claim proof ofidentity, proof of the company.
And it's a legal process.
And there's all sorts ofscenarios where that should be
the case, and there's all sortsof scenarios where that
shouldn't be the case.
But if there, you do need to gothrough this process.
It's a legal process and theyhave to give a, prescribed
(55:49):
amount of time to, for thatperson to respond.
And if they're in that thirdcategory of their live that's
going to take some time because,of course, that timing is going
to pass before they can go on tothe next step.
There's a link there for thatwhole process, but it can be
quite challenging when the Logindoesn't or the, person who is
(56:15):
the primary admin is not.
Available email change, right?
If you are changing an email, Isaw somebody talking about this
is perfect because I justchanged my email.
If you are where you change youremail is, paramount is is
important.
(56:36):
If it's your login, you do thatat accounts.
intuit.
com because that is only dealingwith your login, not any persona
that might be associated withthat login.
If you're changing the email,you log into accounts.
intuit.
com, and then you change thatemail there and go through the
(56:58):
the verification process to thenew email, and you're done.
If you're, if it's a personawe're talking about camp, we're
talking about, the, anyparticular site or service that
you're, changing the, email to,you do that in the service.
Keep in mind those are separatenow.
So if you change it in thepersona on the service, don't
(57:21):
expect it to change in yourlogin, right?
So there, there's, they'recompletely separate.
And then if you don't haveaccess to that old email, it
gets further complicated.
And then you have to do an emailchange request form to recover
your account.
And there's a link there for thearticle there.
And I know we're getting closeto the top of the hour.
(57:41):
I wanna make sure I covereverything that we wanted to
cover today.
So best practices, don't shareyour, that's one of the key
things there, because your loginis unique to you, keep it that
way.
Don't, do a shared login, butyou Matthew's point if you have
(58:03):
a email address associated witha login, that is Available and
accessible by the people thatshould have access to it.
That's a good practice for whenthings go, use MFA.
Always make sure that you set upthe the multi factor
(58:23):
authentication, and a phonenumber or a shared a shared way
that people can, access that.
I know that there's all sorts oftips and tricks around that.
And then, instead of usingincognito mode create a Chrome
profile for various logins.
(58:47):
Because going into incognitomode when you're accepting an
invitation there might besomething that is interfering or
that, you want to have happen orthat it's cleared out by going
into incognito mode.
It may work it may certainlywork but it's far better to set
up a Chrome profile, a freshsnow of Chrome profiles to be
(59:11):
able to log in to differentlogins if you have that set up.
And then this is a little moreadvanced, but I wanted to
mention it that in with Googleor workspace and most.
Web based email, you canseparate the the login I'm
(59:33):
sorry, you can separate the, Theemail address to if you need
something that is unique, butyou want to share the same email
address, right?
In this example I put inMichelle plus one at long for
success.
If that is a Gmail address orGoogle workspace account, it
(59:54):
will totally work.
It's a unique.
Login name.
I'm not a long name.
I got sidetracked by the longMichelle long.
It's a unique login.
But it auto forwards to yourmain email address, right?
So you can have plus one, plustwo, plus three, plus however
(01:00:16):
many numbers you want, and itwill all go back to the main
email address.
And it doesn't have to benumbers.
It could be.
Purpose, right?
Like you could have Michelleplus banking at long for success
so that you have a unique log inthere.
But those contact emails willcome automatically back to, the
(01:00:39):
main email address.
So It's a unique thing to towork with as if you need to have
to set up a unique login, butyou don't want to use another
email.
So last last polling question aswe're coming in for a landing,
where'd it go?
I lost my poll.
(01:01:01):
Where did they go?
I see them.
They're right there.
Okay.
All right.
I had the share sharing of thelast one to the last one where
they help.
All right.
Michelle, Matthew, Linda, anyclosing thoughts about log in
(01:01:23):
shenanigans?
Michelle Long (01:01:24):
I love that email trip that you just shared about
the plus one or the plusbanking.
I did not know that.
So I think that's great.
So thank you.
And I now have a betterunderstanding of why when I
change something in like statecamps, for example, it doesn't
change everywhere.
Because that used to drive mecrazy.
I'd be like, wait a minute.
I thought I changed this.
(01:01:45):
I know I changed that.
And then it's not changed.
And so I have a betterunderstanding of why that is the
case.
So that helps as well to havebetter understanding.
So you did shed some light onsome of the mystery of why
things don't work the way Iwould expect them to work.
So that helped a lot to clarifyand understand some things.
(01:02:09):
And I see other people in heresaying great, topic and agree.
Thank you.
As always you got great infothere, Dan.
Matthew Fulton (01:02:19):
All right, Matthew, Linda, what'd you
learn?
Lynda Artesani (01:02:23):
I wasn't here for the whole thing.
Now I want to go back.
I always didn't go to it.
I never tried incognito and itnever worked in Chrome.
I always went to Safari just toaccept an invitation.
I don't that works for me.
I don't know if that's an easierway than sending up the log out
and go through all the.
MFA again, I just popped backinto my file.
But no, this is great.
(01:02:44):
I never really understood camps.
It was always such a weird thingback even in the desktop day.
What I had many identities.
So I was like, which identity amI under and other client names
are getting messed up.
So this makes a lot of sensethough.
Matthew Fulton (01:02:59):
Yeah.
I, if there's one thing I canhelp everybody take away from,
at least from my experiencesagain, at the accountant level,
even the business level is setup your primary person under a
different email address, andthen you have your different
business partners as accountantsunderneath it, because you
(01:03:20):
never, know what's going tohappen, how change occurs, and
it makes it so much easier.
If somebody leaves, you don'thave to try to fix it.
Fix half of a company or a thirdor whatever it would be.
So thank you.
Thanks for the invite.
Dan DeLong (01:03:34):
All right.
So we'll see Matthew we'll I'llsee you and Linda at at Inco
into a connect next, next week.
And Michelle and Joy, not going.
Michelle Long (01:03:48):
Not going.
I can't wait to hear all aboutit though.
I'm sure it's going to be somegood stuff.
Matthew Fulton (01:03:55):
One more.
Yep.
If you guys see us there, comeup, say hello.
The whole point is to let youguys know what's changing this
year.
So thank you again for theinvite to join, you all here on
QB Power Hour.
All
Dan DeLong (01:04:06):
right.
We'll see you next time on thePower Hour.
Everybody has a great day.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com