Managing Intuit Logins

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

Transcript

Dan DeLong: 0:30

Welcome, everybody, to another QB Power Hour. Today, we're going to be talking about managing your Intuit login. We're going to, really take a deep dive into the whole the whole idea about the Intuit login account, managing users all of those shenanigans is the, as the case may be, the subtitle is the bane of navigating your Intuit products and services. It was, when I worked at Intuit, it was a common call that had to do something about the login experience. And so we want to unpack that. Welcoming back Michelle to the show. Appreciate you joining us here again. We missed you.

Michelle Long: 1:21

Hey, Dan, it's good to be back. I am happy to be back from down under. I got to go down to Australia. Got to finally do my snorkeling in the Great Barrier Reef and got to visit my daughter in Papua New Guinea, and I'm very happy to say I did not break anything this year, so I'm very happy about that, but it's good to be back. I'm glad to see you again along with Matt and see everybody, so good to be back.

Dan DeLong: 1:48

Likewise, we love having you hearing your thoughts on this, this, topic as well. My name is Dan DeLong, and School of Bookkeeping. Worked at Intuit nearly 18 years, co hosting today, as well as the Workshop Wednesday over at School of Bookkeeping as well. And joining us again is Matthew. And maybe Melinda maybe we can coax her into getting a two for one down in Florida. But Matthew, go ahead and introduce. Yourself for those that don't know.

Matthew Fulton: 2:20

Thank you everybody. I'm Matthew Fulton. I'm the founder of QB community live Facebook group I am down visiting my good friend Linda here in Estero, Florida after just going to the refame conference and have a really horrible task of staying out by the gulf until we fly out to into a connect this weekend. So love Being here with everybody. Hello everybody and thanks for allowing me to be on and michelle. I'm glad you didn't break anything You

Dan DeLong: 2:48

The struggle's real Matthew. I appreciate you taking time out of your tough and donning the fedora for, that looked good on you.

Matthew Fulton: 3:00

Thank you.

Dan DeLong: 3:02

So a little bit about the, QB Power Hour. It's every other Tuesday. We are eligible for CPE credit for the first webinar of, of the month. If you're keeping score at home, this is the second. So this one is not eligible for CPE. So if you came here for the CPE, sorry, it's not available on this one. And now we see everybody leaving. No, I'm kidding. Joining us here today. If you need the resources, the PDFs of the slides we're posting those in in the chat as well as where we're live streaming as well, or you can always go to qppowerhour. com slash resources after the fact for the podcast. Recordings and as well as other resources, but anything that we're talking about here today, just some housekeeping. If you have specific questions about the topics that we're talking about here today, please put them in the Q and a, because it makes it a lot easier for us to manage those questions as they're coming in on the, live webinar. If you have general things to, talk about, that doesn't relate like this. To Michelle, how was the snorkeling on the Great Barrier Reef or things like that? You can use the comments or the chat for that as well as we have the links in the, handouts there for, to download those. We, of course, have the QB Power Hour store. You can check those out if you want. Again, no CPE today it is only the first webinar of the month until we can twist our friends at Maker Hub's arm to, to fully sponsor and cover all of our CPE credit, but today there's no CPE credit. Alright our agenda today, we're going to talk about the anatomy. Of of an Intuit login. There is there's terms that are utilized where we talk about accounts versus accounts and we're going to unpack what that means in relationship to an Intuit login. We'll talk about the parts of that login, and then we'll talk about the concept over an Intuit of personas. That's what the, that's the pronunciation, not personas or personas. And then we'll, talk about some useful sites for managing your log in, and then we'll break in when log ins attack, right? Like the advanced stuff of primary admin email change requests. We'll talk about a plus one email, not an email hack in that your email is getting hacked, but that there is a. Work around or, a way to be able to utilize gmail, webmails a little bit differently than maybe you might know. And so we're hoping to share that with you as well as from chrome profile. So let's log, let's start off with our first polling question of how many Intuit logins do you actually have? Boy, I can't imagine, Matthew, you have only one. Mine is terrible. I'm, I know exactly where my logins are situated, like a messy desk. But if somebody came in and tried to clean it up, For me, I would be I think I'd be lost at that point. What do you think, Matthew?

Matthew Fulton: 6:38

So I definitely have too many to count, but I have another question onto this. The other thing I have is, do you know how many different accounting firms I've been added onto as an employee to be able to help? It's one of the best ways where for our community and our friends, when they need assistance with a question long term, they leave me on there and they assign me to just certain clients to where I can just help out at times. So too many to count for sure.

Dan DeLong: 7:05

Yeah. Yeah. You're in that too many to count. It looks like about 13 percent of the people who have responded so far in that too many to count slash care. Michelle, how about you? You, probably have a few Intuit logins floating out there.

Michelle Long: 7:20

Yeah, same situation and Matthew plus we would also set some up for training purposes and then we would have those that we would also have to deal with. And in addition to our real ones for client purposes so yeah, trying to keep it all straight is a nightmare. And then you get an email about some. Oh your service is going to be discontinued on this one or something, and you're like, which one and sometimes Intuit doesn't provide you those details. So then you're going crazy trying to figure out what that email pertains to. So it's a nightmare

Dan DeLong: 7:57

and not to take us off topic, but Matthew, if you want to talk a little bit about speaking of into a communication, the bad, situation about the recent emails that went out I know there's a lot of posts about that on the, on our Facebook group and yours as well. Do you want to talk just briefly before we get derailed?

Matthew Fulton: 8:26

Super brief version super, brief version is apparently they're real. In traditional fashion, we were very well educated ahead of time. To help us educate our communities and make sure we didn't think it was spam. Cause I thought it was spam at first. They are real. Credly is going to be the new person that's doing the new badges, is what I've last heard from it. So they are real, but still be careful because there are spammers out there and hackers that will always try to take advantage of something we're not comfortable with yet.

Dan DeLong: 9:02

Absolutely. So always being very cautious. And I think that speaks to, the Being the trusted advisor, in the relationship, accountants and bookkeepers they are the gateway to a lot of sensitive information and having your login compromise. Is certainly something that you certainly don't want to get your, find yourself in that situation because then you could be on the other side of this whole embezzlement challenge when somebody else is doing that on your behalf. Definitely a good idea to always be cautious and trust, but verifying and I think it's the best way to to proceed. So appreciate Matthew for sharing that. So let's talk a little bit about Intuit products and services that require a login. So I, this is probably not an exhaustive list, but this is a list of things that, that, that require an Intuit login, right? So you look at the QuickBooks side of things, you look at the personal because Intuit is not just QuickBooks Credit Karma, the TurboTax, QuickBooks self employed. And then you have the. Professional tech side of things where you have a third pro series, pro connect, as well as the QBOA, the QuickBooks Online Accountant, could span both sides of those things. So basically, and, Intuit started a, initiative back when I worked there about this whole idea of of, one Intuit identity. Late. Abbreviated it, OI, right? I don't know why, probably because that's the the expletive that you say when you try to manage all of these logins but in theory, you only need one Intuit login to log in to any of the, any or all of these services, right? The challenge is this, There were logins that were acquired, right? So what I did, was I I highlighted 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 these things, they acquired MailChimp. That already had a login system in place. They acquired Credit Karma that already had a login in place. Mint came and went right. And that had its own login platform. I put asterisks by the ones that have long been since acquired. Into an online payroll, the online backup. Service QuickBooks time, T sheets, like all of these had their own login. So in order for Intuit to have this whole idea of one Intuit login to rule them all, Sauron's ring of login, those logins already existed. And then there's this whole idea of migrating your login, which if anybody remembers the Intuit online payroll, debacle. Of trying to get a one login system to move over into the Intuit login system. That was quite a, quite an experience. To behold, right? So you have essentially two logins trying to join into one in the grand scheme of things, you could have a login that matches the same Intuit login, but that doesn't necessarily mean that is the login is the Intuit login, right? Matthew, Michelle, any any thoughts on. This whole concept.

Matthew Fulton: 13:18

I, so I, feel like anytime there are these major changes, right? Is there make these acquisitions of these different softwares? There's a lot involved to bring them into the right channels and blah, blah tech talk, and like coding and everything else, but once it starts working, it really is pretty dang cool. And it does work well. It was very frustrating at first. At least they're taking their time 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 Maybe they need to acquire a password mass like manager next and help us with that part. Maybe that's their next,

Dan DeLong: 13:59

right? That's probably the easiest thing, Michelle.

Michelle Long: 14:03

I'm going to confess. I was talking badges in the chat, but I agree with Matt there that when you do the acquisition, it is confusing at first. But I think having one ultimate one 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 a testing 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 will uncover some of those aha moments, throughout this webinar But then there's logins that might not use An Intuit log, right? So Desktop company files, right? So when you create an admin user or file specific user inside of desktop Those users logins are not the same as your Intuit login Except now in the next, in the past few years, they've been asking you to assign a Intuit login to that user inside of the desktop file to further compute. Now, they're not doing it on purpose, but the whole idea is there's It's a protection, right? It's a security measure because if somebody does abscond with your QuickBooks desktop file and they have the admin password they'll be able to get into the file, right? So if they want to change that admin password, they need an extra level of security in order to reset that admin password by sending it to the Intuit login contact information for the user or the person who's associated with that admin user. So that's, it's a good reason, but it just adds this gray area of login ProAdvisor certification, which is something very, which is everybody's talking about the badges in the chat ProAdvisor is one of those One of those things that is only assigned to, an identity, right? Like a person, but it's not necessarily a service in the grand scheme of things. Like a MailChimp or QuickBooks online or things like that. That's an individual when it comes to being a login and then this article that that I was looking at, which I'll we'll, link to post to show was talking about QuickBooks desktop online backup, but into it, but not into it. Data protect, which I think there was. And as I was really logging my memory, I think there was two, Online backup services and then into a data protect, just one out in that in that process. So I think what they're referring to there is. The desktop online pack up back up prior to 2018 when into a data protect was not the only backup service in town for desktop files, but just adds to the level of confusion when we're talking about. Logins and services. So let's just talk about the anatomy. So we'll go into a little biology, into a biology class here. The anatomy of an Intuit login. We'll talk about creating an Intuit login and the parts. And I think the biggest aha moment for me as I was really learning about The nuts and bolts of an Intuit login is the difference between a login name and an email address. It's like the difference between a barcode and a UPC code, right? So some are a Universal and, and some are a little bit unique. So we're gonna talk a little bit about those types of things if we dive into that. But first, how do you create a log right? There's really three ways that, that a login is created. You create one manually. You go to an Intuit site that says you gotta log in. And so I create one. Or you're signing up for a service. Like QuickBooks or anything else that requires a login and it asks you to, enter, or create your login or, and what, causes most, people's Ajita these days is you're invited to a site or service, and then he ends up, this is where things tend to compound is when you're invited to a site or a service and. There's a mismatch between the email that you're invited to and your login. We'll, uncover that. Any, thoughts so far? I'm just rambling here Matthew and Michelle.

Matthew Fulton: 19:16

There's one area that I'm sure you're going to get to. But the, key thing is, when you're invited as an accountant into somebody else's thing, the super magic thing is make sure you log out of anything and everything Intuit related. I'm sure you get to that in just a bit here, but just, if you do that, you will be able to accept it into the right firm, the right way, and make sure you have access the way you need it and get those fancy points that do so much for us, of course.

Dan DeLong: 19:47

Exactly. And yeah we'll, we will talk about that, but typically where I see most people get in trouble with these sort of things is when they're doing all this imbibing in on the same computer. And typically you want to have those things being separate because then temporary internet files and cookies, and as they're delicious, you don't want to necessarily have those cross contaminated between those two different logins what you're doing and you're able to manage some of the things. And we'll, hopefully give you some, nuggets of information that, might help with that. You can certainly do it on one computer. It just you need to know the process, 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 about the anatomy and the big aha between the login name and the email address. So the big thing to, to recall and remember here is that the login name It's something that needs to be unique, right? And that, typically an email address, does not is, unique to you, right? In theory, Michelle only has one email address that is tied to her, right? That's why you would send an email to Michelle and hopefully Michelle will get it, right? An email address is something that's already unique to a person. However, because of those prior login platforms, potentially combining into one, you may have two different logins that Are tied to the same email address as the login name, right? So then that's a no-no, right? You can't have two logins with the same login name, so you end up having multiple different login names, potentially sign assigned to the same email address. Now the login name can be the email address but it doesn't necessarily have to be the email address. The only requirement. is that the login name has to be unique. And, that's really what it boils down to. And these are individually editable, right? So when you log into, and we'll provide some of these login sites to manage your login at the, those sites, you can change these things all you want, right? As long as you can sign in to, to that. To that site you can manage the user I. D. You can manage the email address. You can manage the password and as 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're managing the login side of things and not as well as we'll get to the company admin or the company persona side of things. That's fine. That's totally fine. And they don't necessarily have to jive. But that, those are the key takeaways 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're gonna run into this pretty soon here is talking about Intuit Camps where all of this stuff comes to a head once you've created all of this. Yeah,

Dan DeLong: 23:37

and Jennifer asked, in the q and a, so login is interchangeable with the whole idea of a user id. Yes. So that is exactly the case here. And, that's part of the, challenge is you go to different websites for different intu sites and they'll say email user id, phone number, or to sign in and it could be any iteration of. Any three of those that uniquely identifies you. So if you put in if you have multiple email addresses or multiple logins tied to the same email address, and you put in the email, then it's not going to know. Who you are until you actually sign in with that user I. D. So I have multiple logins and they're tied to the same email address. And of course, my phone number for the M. F. A. Code is the same. So I wouldn't want to do that. I wouldn't want to put in an email address. Or a phone number because it could potentially be tied to the wrong part of me the wrong the wrong login of which I'm trying 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 login unique. And then here is this whole concept of a persona, Yeah. We'll, and we'll talk specifically about QuickBooks Online because that's what we're wanting to focus on here today, but any Into its site or service product or service is going to have a persona associated with it and for QuickBooks Online, these, are commonly a primary admin, right? So a primary admin is a common persona. Company admin is another one. The accountant user, right? So we alluded to the whole idea of getting invited as the accountant, and then there's other 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 attached to the persona, but not to the access right within that particular 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 an accountant. We go and we're creating a brand new set of we're a new QuickBooks online subscription for somebody. And we are the primary admin that set that up. It's on our billing. We do all that until we decide to transition and switch over the primary admin to the admin. Actual owner of the company in which we can still be a company admin, primary admin has the highest power capability. It's responsible for the billing subscription, everything else. Company admin can still have access to everything, including adding accountants on so forth. An accountant user, now accountant user, you get your special accountant tools. That is, of course, truly the one we all always want. It's when you log into your firm, you can see all the different companies that you're working with, click the little button and get into all of those. You can be a company admin, not an accountant, and now when you have your login screen, it looks crazy weird like mine, and you've got all these different firms that you're attached to, right? And then lower as a company admin, 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, and you're not even going into the advanced aspect of this where they've added other things like bookkeeping and so forth. So primary company accountant are the primaries we want to be really looking at in our roles. And your best place is to get yourself put into that accountant user, even if you open the account form, get it switched out of that, make sure they have ownership of their own stuff.

Dan DeLong: 27:50

Exactly. Yeah. The these top three are they're very gray. I guess it's the best way to describe it. The primary admin is a company admin, right? But the company admin is not the primary admin. You can have multiple company admins. And then by, adding in the accountant user, has company admin rights to, the, QuickBooks online subscription with those added. Accountant tools functionality, right? So there's a lot of crossover, I guess it's the best way of the Venn diagram. I think that's what we ultimately need. We need a Venn diagram of primary admin company, admin, accountant, user of where they all 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, in you're asked this all the time when you're, when you call or talk to Intuit, the company ID control or control option for a smack users out there, the company ID, and then again, to the further confused thing in the desktop room. World, they call them Rome IDs as opposed to a company IDs, but they're essentially the same thing. That company. At Intuit is going to be associated with a company ID, or realm ID. And personas are associated at that company level, right? So those personas are then assigned to a login, who you are when you sign into said service. But the, that's that middle layer of things. And when I worked there, Again they use the same term to talk about Both the user ID as well as the, company persona. They called it an auth ID in in both, instances to further, keep us on our toes, because we would say what's the auth ID? And and they're actually talking about two different things.

Matthew Fulton: 30:16

That, so this also comes into play with and I won't go deep into this, but it has to deal with the developer talk. When you're creating the credentials to connect a third party application, that's where that off I. D. stuff comes into play because they have to recognize it's really difficult for every app to create that accountant view. We all love and we should always have. You create the coding for people to have certain access levels and then to put another layer on top where it's a firm and then you have different users and then you still have some capabilities below it. That off ideas where the coding comes into play.

Dan DeLong: 30:58

Good point. Good point. So let's talk about the primary admin. So depends on whose perspective you're talking about as to what the definition of a primary admin is. And I like to put things in most simplest terms and the reality of a primary admin is they are the first person and the first login that touch the service much like this moon man, laying claim on the Mars or moon or whatever it is. That's the first person to touch the service, from Intuit's perspective. The primary admin is the owner of that SERP, right? So they're the one that's going to be getting all of the subscription based emails and those types of things when they're, when they, log, in and because of this reality of the first person to touch the service is, immediately the primary admin that gets us all into these challenges with. This was delegated to an office manager or an employee to set up QuickBooks or set up a service. God forbid it's the payments account that they delegated them to do, but because they are the first person to touch that service, right? And we, use an example of. You as a, an accountant, you go into your QBOA and you create a QuickBooks online subscription for your client, as you correctly mentioned, Matthew, it is, you are the primary admin. And the account, right? So in that situation, you are both personas. And that's why you see yourself in the manage user page as well as the accountant firms. But because you order that first person to touch the service, you're the primary ad. Of course, you're going to be getting all of the notifications that come to the primary admin, whether it's about the subscription or adding users or deleting users or anything that is more of a, an admin thing. Michelle, you were raising your hand.

Michelle Long: 33:18

I am because how do you stop that? Once you're not associated with firm anymore, once you're not primary admin anymore, or whatever the case may be. Once you get out of that role or away 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 is really the right answer, but this is something I was going to bring up with my company Parkway business solutions. I used to have a business partner. And one of the things I learned somewhat the hard way is, I strongly recommend, and I'm speaking now from the QuickBooks Online accountant perspective, but it really works the same kind of a concept for a company, is you should have the primary admin of your QBOA company. Accountant version a general email that's above even the managing partners. So that way, if a managing partner leaves the business, you can remove them easily and still have control correctly of all the clients and things that need to be done. It was such a brutal nightmare trying to transition over clients that have been created by somebody else's. As the primary admin under the same firm. So when I kept the company, I had to reach out to into it. It became this huge, massive thing, including like merchant processing a year and a half, two years later was still under somebody else's email. That I ended up having to shut down my whole merchant processing set up a whole new one, all these different things within my own firm. So I don't want to take us too far 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 situation now where let's say I'm an accountant and I've got former clients that I no longer work with. The client has gone out of business. The client went to another accountant, whatever the situation may be where I used to be the primary admin and now I'm not, and I'm still getting emails on him. And I don't have anybody else in my firm. It's just me. How do I stop emails coming from former clients?

Dan DeLong: 35:38

Yeah, the the challenge is who that the login is tied to and how cooperative that login Is it is available, right? So if you're able to sign in with said login Or have access to that Fantastic. You can do that. Ideally you'd want to be doing it on two separate computers. So you don't have the crisscross and you can be logged in simultaneously or different, Chrome profiles or what have you. So there's all sorts of ways to manage that. The whole idea of the payroll emails of a client that is no 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 ultimately alluding to, it's real easy to set up these things. It's real difficult to change them once they're, set up. But they are changeable. As long as you're doing it in the right place, and it really just depends. And this example of you're creating a QBO subscription, for your client. You become the primary admin of that QBO subscription. But if you're not the primary admin of the firm, you, that's where these full, this whole concept of personas comes into play, right? You may have a company admin access to the firm but not the primary admin access to the firm, but you create the QBO subscription. You are the primary admin. Your login is the primary admin of that subscription, which may or may not be What you wanted to have happen. But as long as you're aware that this is what's going to happen, it's a lot easier to manage these things. I think when once the more it's a, that's a GI Joe. Answer. It's half the battle, right? So there are a couple of sites that are very useful, manage your logins and they do things differently. One is the camps site B A M P S. And the other is the account site, account. intuit. com. They, were, they a little foreshadowing. They made it plural knowing that you were going to be having multiple accounts, not account. intuit. com. It's account, plural. They will do things differently at different sites, but the campsite, we'll talk about that, Is where you would, yeah, is where you would go to you're going to first time that you go to camps. intuit. com, you're presented with this list of services to log into everything short of QuickBooks desktop will just take you to that site or service that you happen to click on. So if we're going to, if I wanted to go to QuickBooks online, which is. Redundant to have QuickBooks Online accountant and QuickBooks Online side by side because it's only going to take you to the same place and then your experience is going to be different based off of what you choose next. Whether I go into a QuickBooks Online company or if I go into a firm if that login happens to be tied to, but what this tells me is that the login that I use to sign into CAMP. Is attached to the company, a company that has QuickBooks Online Accountant and QuickBooks Online as well, which in and of itself is the same thing. It's just what you're going to experience when you click on said icon here, right? And then you have payments and into an online payroll, but QuickBooks Desktop is where you're going to see this screen. Had to blur out anything that's not, identifiable, but the things that you can do in here is view your license, download download software. You can view the transaction history. Keep in mind that this is only for this Intuit. Customer account number. This is not across the Intuit ecosystem. Customer account number is the unique identifier at Intuit that represents that account. And this login that you happen to 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 multiple clients. And multiple Intuit accounts that login has access to, which you're going to have a different experience 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 to figure out how to get rid of the Jane and it pops up all over the place. I've tried to remove myself from it. Like I'm going to go on mute and cry.

Michelle Long: 41:00

what is so ironic about all of this? And this has been true, I think for 20 years that Intuit is a software company, helping small businesses manage their, accounts and their bookkeeping and all this. And they can't manage all this. Not very well either. Drives me crazy, the hypocrisy of 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 it shouldn't be, because they're a software company.

Dan DeLong: 41:38

Yeah. Sorry. Yeah, and in here if you can, If I 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's fine. But all that's doing is changing the contact information for that customer account number at into it for that desktop. Software, right? So that's not universal that you're changing. If you change the login information, the contact information, the login information, that's going to be the login or that's going to be the contact information that's associated with that login, that is unique from the company persona, right? So just keep that in mind that those two things are separate. So this is where people get into the aneurysm, facepalm type of situation where they're changing the persona contact information. Instead of changing the login information and those login those, emails that are sent that pertain to the login is, is not updated because you're changing the 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 concern about, regarding Intuit, Intuit logins? Now that you've just joined the webinar, Linda what, do you think about all this this login shenanigans?

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 camps to be confusing, put a one in the chat. And let's just say we had about a hundred ones in the chat a moment ago. I was wondering what that one was 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 you do 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 with bookkeeping in the name and I am terrified to change it for lack of 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 profile is, one of those no man's lands. That is neither tied to a login or a service. It is, tied to a login, right? So you sign in to your QBOA and you go to ProAdvisor certification. You're going to see the, certification that login is tied to, but it's not a product or service that in the traditional sense of QuickBooks Online or payments or payroll or any other thing that is tied, that is. Potentially tied to there's no realm ID. There's no company ID associated with your pro advisor profile. So that is where it gets tricky because you certainly don't want to play with your certifications and 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 us back onto here, I remember the way the multi factor authentication came out. I hated it now. I love it I think it's super, super important. It's easy. They have made it easier via phone, all that kind of stuff. If you have put a number two in the 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 because as they are, they're starting to streamline and standardize all this 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've seen lately is when you're presented with, put your phone number in instead of the password, and then it just sends you in this loop of, okay I get the MFA code and then it's asking for the password. Why did you even ask me? For, my phone number. If you're then gonna ask me for my, 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, challenges of the being siloed into different business divisions over there but it looks like account recovery is the biggest concern that people have. Path security is a, is another thing. Which tends to, which leads to the whole multi factor authentication. Let's, go ahead.

Michelle Long: 47:12

Sherry had a quick question. She's got a client who has eight different logins for their camps account. QBD sports tell me there's no way to combine them into one login. Any suggestions?

Dan DeLong: 47:21

Yeah, that's a great point. Think of a login, like a social security number. You can't just merge those security numbers, right? So the thing is that you can transfer and you can invite. Those logins and then ultimately remove the logins once, once those logins have been consolidated. Yeah, there is no, there's no magic button to say, okay, all my eight logins are all me, you have to go into each individual service. So in the camps situation, if they have eight camps accounts like you different customer account numbers added to it. Each one of the log in invite the invite the log in, accept it, and then go in and then remove the old one, right? So it's once that union is made between the service and the log in, it has to, in order to break it, you have to Have somebody else involved, meaning you another login associated with you keep the logins because they are unique. They are right and they just need to be invited and then and then you can move things around and we'll talk about that whole transfer of primary admin changing email addresses. So this is when logins attack. We won't see we won't see log in week on on discovery channel, but we will see the, shenanigans that, that happened. Because first thing is the whole idea of this invitation, right? So when you're invited to any service, we'll just use, QuickBooks online as the example the persona email is sent. And you get this, you get these emails and Intuit doesn't know who you are at that point, right? So there's someone at the, that has the ability to do that. The primary admin, company admin, accountant user goes in and invites a user and associates the roles and permissions with that law, or with that company user. And then Intuit sends an invitation email to that, email that you enter. And If you don't type it in right, 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 good about sending the email doing what you're told, what is told, it just has to be told properly, right? Associating the right roles and permissions. Entering in the email address spelled properly and it's outside of their control if there's a BAM filter, avoiding that. But any login that email is tied to is acceptable to accept that invitation, keeping in mind that those logins are unique. If you have multiple logins tied to the same email address, any one of those is acceptable to use. You need to make sure and you want to make sure that the login that you're using is the login that you're wanting to use right, so this is where people get In trouble like hey, i'm signed into my turbo tax on a On another tab and then an email invitation comes in I click on it. I meant to use another Login, but because i'm already signed in to another site or service with another login You the breadcrumb trails, the temporary internet files crisscrossed multiple logins, they it just assumes, Oh you were logged in already, you're doing into a login. I'll just use this login. And now that. Union is made between the company user and the login user. 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 accept an invitation to anything into it, related log out of anything into it, related on the computer, all browsers, everything else, fully logged out. Once you've done that, then click the link through the email and you will be more successful. You'll then have the choice to choose which firm to add it to and I'm saying that way on purpose as an accountant who's been added to many different firms. You get to choose which one you want to add it to goes to the right place. There's no criss cross, double cross, 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 the acceptance of the invitation, you have to associate what firm to, to attach it to. So there is a added step during that invitation process. We have a little bonus for you. We we did a workshop over at School of Bookkeeping about accepting international account invitation. So being able to use one login for 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 admin is available and cooperative, right? Primary admin logs in. They find a company admin available to choose them. And then the company admin has to accept the role, right? So they, get an an email. They have to accept that and log in order to complete the process. Just transferring it doesn't mean that it's done and over with. So there's a link for that

Matthew Fulton: 53:47

real quickly on that part. So this is one of the areas where, as an accountant, when we want to be removed from a company file that we shouldn't have connection to, you can go in and you can say, delete, and it will actually try to push and make them become the primary administrator again. But if they don't accept it, it doesn't happen. So that is one thing to, to keep an eye on, right?

Dan DeLong: 54:14

Yeah. It's like a it's like a relay race, right? Like the pass the baton, they have to take that in order to continue running. If they just dropped the baton they're disqualified. So here's the the difficult scenario. And this is typically where we get, into this situation where the primary admin is either not responsive, cooperating or alive. This unfortunately happens where you don't no longer have access to that, login to be able to sign in, this is going to be a legal process called the requesting to be the primary admin this gets the accounting community is very, I don't think of the word, intimate with this, because, clients come and go you create the subscription as we mentioned as a scenario before you're the primary admin and the accountant, no longer working together. The accountant or the the business owns their business, right? They want their business. They have to then claim proof of identity, proof of the company. And it's a legal process. And there's all sorts of scenarios where that should be the case, and there's all sorts of scenarios where that shouldn't be the case. But if there, you do need to go through this process. It's a legal process and they have to give a, prescribed amount of time to, for that person to respond. And if they're in that third category of their live that's going to take some time because, of course, that timing is going to pass before they can go on to the next step. There's a link there for that whole process, but it can be quite challenging when the Login doesn't or the, person who is the primary admin is not. Available email change, right? If you are changing an email, I saw somebody talking about this is perfect because I just changed my email. If you are where you change your email is, paramount is is important. If it's your login, you do that at accounts. intuit. com because that is only dealing with your login, not any persona that might be associated with that login. If you're changing the email, you log into accounts. intuit. com, and then you change that email there and go through the the verification process to the new email, and you're done. If you're, if it's a persona we're talking about camp, we're talking about, the, any particular site or service that you're, changing the, email to, you do that in the service. Keep in mind those are separate now. So if you change it in the persona on the service, don't expect it to change in your login, right? So there, there's, they're completely separate. And then if you don't have access to that old email, it gets further complicated. And then you have to do an email change request form to recover your account. And there's a link there for the article there. And I know we're getting close to the top of the hour. I wanna make sure I cover everything that we wanted to cover today. So best practices, don't share your, that's one of the key things there, because your login is unique to you, keep it that way. Don't, do a shared login, but you Matthew's point if you have a email address associated with a login, that is Available and accessible by the people that should have access to it. That's a good practice for when things go, use MFA. Always make sure that you set up the the multi factor authentication, and a phone number or a shared a shared way that people can, access that. I know that there's all sorts of tips and tricks around that. And then, instead of using incognito mode create a Chrome profile for various logins. Because going into incognito mode when you're accepting an invitation there might be something that is interfering or that, you want to have happen or that it's cleared out by going into incognito mode. It may work it may certainly work but it's far better to set up a Chrome profile, a fresh snow of Chrome profiles to be able to log in to different logins if you have that set up. And then this is a little more advanced, but I wanted to mention it that in with Google or workspace and most. Web based email, you can separate the the login I'm sorry, you can separate the, The email address to if you need something that is unique, but you want to share the same email address, right? In this example I put in Michelle plus one at long for success. If that is a Gmail address or Google workspace account, it will totally work. It's a unique. Login name. I'm not a long name. I got sidetracked by the long Michelle long. It's a unique login. But it auto forwards to your main email address, right? So you can have plus one, plus two, plus three, plus however many numbers you want, and it will all go back to the main email address. And it doesn't have to be numbers. It could be. Purpose, right? Like you could have Michelle plus banking at long for success so that you have a unique log in there. But those contact emails will come automatically back to, the main email address. So It's a unique thing to to work with as if you need to have to set up a unique login, but you don't want to use another email. So last last polling question as we're coming in for a landing, where'd it go? I lost my poll. Where did they go? I see them. They're right there. Okay. All right. I had the share sharing of the last one to the last one where they help. All right. Michelle, Matthew, Linda, any closing thoughts about log in shenanigans?

Michelle Long: 1:01:24

I love that email trip that you just shared about the plus one or the plus banking. I did not know that. So I think that's great. So thank you. And I now have a better understanding of why when I change something in like state camps, for example, it doesn't change everywhere. Because that used to drive me crazy. I'd be like, wait a minute. I thought I changed this. I know I changed that. And then it's not changed. And so I have a better understanding of why that is the case. So that helps as well to have better understanding. So you did shed some light on some of the mystery of why things don't work the way I would expect them to work. So that helped a lot to clarify and understand some things. And I see other people in here saying great, topic and agree. Thank you. As always you got great info there, Dan.

Matthew Fulton: 1:02:19

All right, Matthew, Linda, what'd you learn?

Lynda Artesani: 1:02:23

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 it never worked in Chrome. I always went to Safari just to accept an invitation. I don't that works for me. I don't know if that's an easier way than sending up the log out and go through all the. MFA again, I just popped back into my file. But no, this is great. I never really understood camps. It was always such a weird thing back even in the desktop day. What I had many identities. So I was like, which identity am I under and other client names are getting messed up. So this makes a lot of sense though.

Matthew Fulton: 1:02:59

Yeah. I, if there's one thing I can help everybody take away from, at least from my experiences again, at the accountant level, even the business level is set up your primary person under a different email address, and then you have your different business partners as accountants underneath it, because you never, know what's going to happen, how change occurs, and it makes it so much easier. If somebody leaves, you don't have to try to fix it. Fix half of a company or a third or whatever it would be. So thank you. Thanks for the invite.

Dan DeLong: 1:03:34

All right. So we'll see Matthew we'll I'll see you and Linda at at Inco into a connect next, next week. And Michelle and Joy, not going.

Michelle Long: 1:03:48

Not going. I can't wait to hear all about it though. I'm sure it's going to be some good stuff.

Matthew Fulton: 1:03:55

One more. Yep. If you guys see us there, come up, say hello. The whole point is to let you guys know what's changing this year. So thank you again for the invite to join, you all here on QB Power Hour. All

Dan DeLong: 1:04:06

right. We'll see you next time on the Power Hour. Everybody has a great day.