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Level 1

How do I protect my bank login from my accountant who is at a different location, for her to enter bank data into QB?

Want to protect my bank account when my accountant needs to do work in QB account online?
1 Comment
QuickBooks Team

How do I protect my bank login from my accountant who is at a different location, for her to enter bank data into QB?

Hi there, elreporteroqb.

 

Thank you for posting here in QuickBooks Community. I'll provide information on how your Online Banking secure through QuickBooks.

 

Protecting the privacy and security of your financial information is our top priority. Intuit software products, including QuickBooks Online, protect your transactions with multiple layers of security so you can bank online with confidence. The connection for online banking is always "read-only" so that no one can use any of your information in our product to move any money. In addition, we don’t sell, rent, or share your information with third parties for their promotional use. 

 

To ensure that only the intended audience can read a message or access data, we combine Secure Sockets Layer (SSL) protocol and RSA Security Inc. encryption to provide message encryption when communicating online to maximize the security of your data. QuickBooks Online provides a password feature to ensure that only people with the correct password have access to your financial information. That said, I'd suggest making sure that your accountant doesn't know your bank login credentials.

 

For additional information, you can click this article: How secure is Online Banking through QuickBooks?.

 

You can refer to this article to see some tips to keep your account secure and how we protect your financial information: Privacy and security in QuickBooks.

 

If you don't want your accountant to have access to your books anymore, you can open this article to see steps on how to remove them: Invite an accountant to review your accounting in QuickBooks Online.

 

Leave a comment below if you have any other issues or concerns. I'm more than happy to answer them. Take care and have a great day!

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