Account

Account Security

Passkeys – Secure Passwordless Authentication

Passkeys are digital credentials that replaces passwords for authenticating users on websites and apps.

They offer a faster, easier, and more secure sign-in experience compared to traditional passwords. They’re incredibly easy to use and intuitive, eliminating the need for complicated password creation processes and the hassle of remembering them. Plus, they’re unique to each website or application, so you don’t have to worry about someone using your passkey to access other services.

Passkeys use cryptographic key pairs, with the private key stored on the user’s device and the public key on the website or app’s servers.

This means that a user can sign in using a biometric such as a fingerprint or facial recognition, or a PIN or pattern, instead of a password.

Passkeys are available on both the web and the smartphone app, so you can have smartphone app users and web app sub-users register for them.

To set up one for your web account, go to the Profiles page > Security > Actions > Add a Passkey.

To set up another for the smartphone app, swipe left > Security > Enable Passkeys.

To require your subusers and smartphone users to use passkeys when setting up their accounts, choose Passkeys under the Login Method.

Two-factor Authentication

Two-factor authentication (2FA) is an identity and access management security method that requires two forms of identification to gain access to an account.

If logging in with a password, you can enable two-factor authentication, which will require you to enter a one-time code from a Google or Microsoft Authenticator app.

Two-step authentication is available for the web app users who log in using passwords.

To set it up, from the Profiles page, go to the Password tab, then select the Enable Two-Factor Authentication option.

Note – you’ll need to use Google’s or Microsoft’s authenticator apps to scan the QR code displayed, then get the code to use on the form.

Biometric Security

On the smartphone app, you can enable fingerprint or face ID login.

To do so, swipe left > Security > Enable Fingerprint / Face ID login.

Note – passkeys offer this layer of security.

Single Sign On

On both the smartphone and web app, users can log in using their Google, Microsoft, Apple, LinkedIn or QuickBooks account.

When setting up accounts for others, you can enforce a single sign-on as a login method.

Subscriptions

You can upgrade, downgrade, or cancel your subscription at any time.

To cancel a subscription, go to the Invoices page, then go the Actions menu.

Account Closure

To close your account, fill out the form on this page, then follow the further prompts shown.