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

Course Details


Wednesday, February 27, 2019

7:00am – 9:00am

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC


Working knowledge of QuickBooks


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


  • 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

Designed For

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

Registration for this course has passed.

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 $109.00

CPE Choice

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

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