Go Get Geek!'s Brett Barry Receives Insightful Accountant's 2020 Top 100 ProAdvisor Award

Go Get Geek! is pleased to announce that Brett Barry has been named a 2020 Top 100 ProAdvisor by Insightful Accountant, an independent news and information source written specifically for the small business advisor to keep up with current technology, trends in the industry and continuing their education.

This list recognizes the leading consultants who have embraced the ProAdvisor program and have leveraged it in order to better serve their clients and grow their own business. “We’d like to congratulate everyone who made this year’s list,” said Insightful Accountant Senior Technical Editor, William “Murph” Murphy.

I am so honored to have been chosen once again by my peers for this award! – Brett Barry

“This is the seventh year of our ProAdvisor awards,” said Insightful Accountant Publisher and Managing Partner, Gary DeHart. “The ProAdvisors who make this list are the best in the business. Any small business would be well-served working with any one of the winners on this list.

About Insightful Accountant: Insightful Accountant is an independent news and information source written specifically for the small business advisor who needs to stay current on the latest news and offerings in accounting technology; including updates from Intuit, Xero, Sage and the hundreds of add-on products serving the small business ecosystem. With news and insight specifically written to help the advisor better serve their clients while building their firm, Insightful Accountant is unlike any other news source serving this space.

Cannot Connect Citibank Login (Checking & Credit Card) to More Than One QuickBooks Online Account at a Time.

Since QuickBooks Online started using OAuth to connect with Citibank, I can no longer sync with 2 separate QuickBooks Online accounts. After connecting to one QBO account, it disconnects from my 2nd QBO account. When I reconnect to my 2nd QBO account, it disconnects from the 1st one. I only have this problem with Citibank where it will authorize Intuit as an app to only one QuickBooks Online account at a time. This didn't happen with the older connection type. 

I have other cards/accounts with Barclays Bank, Bank of America, Discover that I have connected in both QBO accounts that sync with no problems. I wish that QBO developers would talk to Citibank developers as if I call Citi, they say it's a QuickBooks problem and when I have contacted Intuit, they say it's a Citi problem. I can't believe that I am the only one with 2 QBO accounts (one for business and one for personal) that have the same Citibank accounts in both. 

I was finally able to get in touch with someone from Citibank's social media team who was very helpful. Apparently, this is an old "known" issue that still hasn't been fixed by Citibank. They have taken my feedback and forwarded it on, but they said it probably won’t be fixed anytime soon. I would suggest that anyone else that is having the same issue contact Citibank so they can see how many users this is impacting and fix it. I used Twitter as my method of contacting them @AskCiti.

Essentially, Citibank has security settings that will only authorize QuickBooks Online as an app with access unique to one company ID at a time. And even though a new Citi connection uses the newer OAuth protocol, when the connection breaks, the message to Update now in QuickBooks Online implies that it was using the old bank type connection (see image). Citibank needs to be pressured to fix it so that multiple QBO accounts can have access to the same Citi accounts. I would pressure Intuit too to contact Citibank and let them know how to fix this issue, which should be pretty easy since all other banks are able to connect this way. I have a post on the QuickBooks Community that addresses this issue.

If You Are Using QuickBooks Desktop, You Must Do This

During these uncertain and unprecedented times, businesses are faced with challenging decisions: staying open and working safely and efficiently. Shutdowns, self isolations, and quarantines make it even more difficult to stay on top of business activities such as accounting, running payroll and keeping track of financials. That is why now more than ever, QuickBooks Desktop users must be able to work remotely and do this:

Host Your QuickBooks

By hosting in the cloud, you are able to access QuickBooks anytime, anywhere. This also eliminates tens of thousands of dollars of IT-related costs managing a local network. QuickBooks Enterprise subscribers already have the option of hosting, but Intuit uses Right Networks, which I have found slow due to shared servers causing QuickBooks crashes and shutdowns. I was also not impressed with their support.

That is why I have been recommending Ace Cloud Hosting for any version of QuickBooks Desktop and other applications such as Office 365. My clients rave about how fast they get set up and how good their support is whenever they need it. Their servers are fast, secure, and reliable.