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Level 1

Is there a way to require a passcode before a transaction is made in QB?

We want to protect our accounts from potential fraud.
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QuickBooks Team

Is there a way to require a passcode before a transaction is made in QB?

Thanks for reaching out to us here, lepetiukengineer.

 

We also want to make that your data is protected. In QuickBooks, you can set up a password when you close your books. This helps lock your data and prevent any changes to your accounts before the closing date.

 

Here are the steps:

 

  1. Click the Gear located in the upper right-hand corner and select Account and settings.
  2. On the left navigation menu, click Advanced.
  3. In the Accounting section, turn on the Close the books option.
  4. Set the Closing date and select Allow changes after viewing a warning and entering password from the drop-down list. This way, you can set a password.
  5. Hit Save and then Done.

I've got this article with a video tutorial: Close your books in QuickBooks Online.

 

You can also run the Audit Log report to see who created the transactions.

 

Here's how:

 

  1. Go to the Gear > Audit log.
  2. Select the Filter drop-down menu and choose All users from the User drop-down list.
  3. Set the Date and under Events, put a check mark on the Transactions box.
  4. Choose All transactions from the Show drop-down, and click Apply.

 

For reference, check out this link: Use the audit log in QuickBooks Online.

 

If you suspect someone is logging in to your QuickBooks Online account, you'll want to enable the two-step verification by following these steps:

 

  1. Sign in to your Intuit account.
  2. On the left panel, select Sign In & Security.
  3. In the “Two-step verification” section, select Turn on.
  4. Make sure your phone number is correct, then select how you want to verify your account:
  5. Select Turn on.
  6. Enter the code, then select Continue.

You can read this article for more information: Turn on or turn off two-step verification.

 

I'm just a post away if there's anything else you need. Just click the Reply button below and I'll get back to you as soon as I can. Thanks.

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Level 14

Is there a way to require a passcode before a transaction is made in QB?

@lepetiukengineer 

As an additional option, you may utilize MP to pay your bills with the authorization feature.

https:// melio.grsm.io/quickbooks

 

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