Surgent's QuickBooks: Internal Controls for Online and Desktop Tips & Tricks (QBIC)

Course Details


Thursday, October 15, 2020

10:00am – 12:00pm

Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC


Working knowledge of QuickBooks


QuickBooks Online & QuickBooks Desktop provides many features to help you manage internal controls and improve the accuracy of reporting. If you take time once a year to review the file settings, you will increase the accuracy of reporting and verify that the software is used properly to support your business.


  • 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 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


  • Understand network security to protect QuickBooks files
  • Configure company settings user rights
  • Enhance security and improve financial reporting with work flow
  • Understand how the dating of transactions affects the inventory, financial reporting, and integrity of the company file
  • Learn how to efficiently and accurately enter data created outside of QuickBooks, such as other programs, websites, and payroll
  • Identify reports to help manage company file and identify issues

Designed For

QuickBooks users in public accounting, industry, government, and nonprofit organizations

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $104.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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