Surgent's QuickBooks: Internal Control Tips & Tricks (QBIC)


QuickBooks provides features to enhance security and support management policies. Learn to use these features to enhance internal controls.


Wednesday, February 27, 2019
Registration Time: 12:00pm
12:00pm – 2:00pm

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Specialized Knowledge & Applications

Level of Knowledge


Designed For

QuickBooks users in public accounting, industry, government, and non-profit organizations


Surgent McCoy CPE, LLC


Working knowledge of QuickBooks

Advanced Preparation



  • The security of your records starts with the security of your network and physical environment
  • Configuring Preferences & User Rights to enhance security and financial reporting
  • Work Flow that can affect and improve financial reporting
  • QuickBooks date driven Transactions and how they can improve or degrade the integrity of the company file
  • Recording Activity from Other Sources
  • Reports and tools to manage the file easily


  • Know about network security to protect QuickBooks files
  • Configure preferences user rights to meet the needs of the organization’s security and enhance financial reporting
  • Learn about work flow that can enhance security and improve financial reporting using Estimates, Sales Orders, and Purchase Orders
  • Learn how to efficiently and accurately enter data created outside of QuickBooks such as other programs, websites, and payroll
  • Lean how the dating of transactions affects the inventory, financial reporting, and integrity of the company file
  • Identify reports to help manage company file and identify issues


N/A (This is a webcast)
Member Fee $89.00
Non-Member Fee $89.00
Your Price $89.00

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