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Cyber Security Awareness Tag

dawn brolin talked about fraud detection and prevention during today's technology tuesday. here are some ways you can do the same in QuickBooks Desktp.

Tech Tuesday Recap: Detect & Prevent Accounting Fraud

October 9, 2019
Lester San Jose
Free Resources, Tips & Tricks

What a way to kick off Technology Tuesday for October 2019! This particular Technology Tuesday was met with great anticipation leading up to the presentation; and it didn’t disappoint!

Out Of The Box Technology Executive V.P. of Business Development & Compliance, Dawn Brolin, delivered endless insight. Her pedigree as a Certified Fraud Examiner (CFE) & Certified Public Accountant (CPA) enabled her to deliver technical and contextual insight in a manner attendees were able to understand, and relate to the topic presented. It also enabled the presentation’s smooth, methodical flow of presenting the ABCs of Fraud Detection & Prevention.

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the taxpayer advocate service is provided by the irs. There may be times, however, taxpayers may get fake calls impersonating the taxpayer advocate service, or any other irs entitty. here's what you can do - when things like this happen.

Is it Possible to Get Fake Calls from the Taxpayer Advocate Service?

April 26, 2019
Chris Low
Free Resources, Tips & Tricks

Like clockwork, every year, there’s a new twist on old scams. This year, it is the IRS impersonation phone scam whereby criminals fake calls from the Taxpayer Advocate Service. The TAS is an independent organization within the IRS that help protect your taxpayer rights. TAS can help if you need assistance resolving an IRS problem, if your problem is causing financial difficulty, or if you believe an IRS system or procedure isn’t working as it should.

Typically, a taxpayer would contact TAS for help first, and only then would TAS reach out to the taxpayer. TAS does not initiate calls to taxpayers out of the blue.

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The 2019 tax season is quickly approaching and with it an increase in identity theft and W-2 scams. Small business identity theft is big business for identity thieves. Just like individuals, businesses may have their identities stolen, and their sensitive information used to open credit card accounts or used to file fraudulent tax returns for bogus refunds.

Employers Beware: Identity Theft and W-2 Scam Alert or Phishing

January 4, 2019
Chris Low
Tips & Tricks

The 2019 tax season is quickly approaching and with it an increase in identity theft and W-2 scams. Small business identity theft is big business for identity thieves. Just like individuals, businesses may have their identities stolen, and their sensitive information used to open credit card accounts or used to file fraudulent tax returns for bogus refunds.

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Understanding types of Accounting Fraud Identify potential suspects Understand red flags Learn how to minimize risk for your clients Explore real examples

How to Keep Your QuickBooks Data Safe

June 5, 2017
Chris Low
Free Resources, Tips & Tricks

You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too.

Your QuickBooks company file contains some of the most sensitive information on your computer. You may have your customers’ credit card numbers and your employees’ Social Security numbers saved inside. An intruder who captured all that data could create tremendous problems for you and a lot of other people.

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Beware: Change Request Phishing Scam | QuickBooks support scenarios

January 27, 2017
Chris Low
Recent News

A few customers have recently reported receiving suspicious and unexpected emails appearing to be from Intuit’s QuickBooks Support.  Specifically, the subject line has read, “QuickBooks Support: Change Request” or “Important Notification”.  We encourage you to call us at (888) 682-8666 to discuss your QuickBooks account if you receive any email or phone call that seems suspicious or you think could be an attempt to gain access to your QuickBooks account.

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Out Of The Box Technology Blog

Into the Cloud: A QuickBooks for Mac Case Study

October 1, 2014
Chris Low
Free Resources

How one organization was able to successfully move from an older version of QuickBooks for Mac to QuickBooks Online

THE PROBLEM

Laura Studebaker, Bookkeeper for POWER

For POWER, a small non-profit organization that’s been helping parents since 1984, QuickBooks for Mac had been a great choice. They had been so happy with QuickBooks for Mac they hadn’t seen a reason to upgrade since 2009. But now the bookkeeper of many years was about to have a new baby, and keeping up with the books has already been challenging enough lately. In an effort to help the bookkeeper, POWER is looking for someone that can help assist with the books. The issue is that in-person training, oversight and management will not be an option with the baby coming. Plus the old computer, nicknamed “Gertrude”, was clearly not going to last much longer. The budgeting team had decided that she was to be replaced by less expensive hardware, and that means no more Mac.

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