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

Course Details


Thursday, October 14, 2021

2:00pm – 4:00pm (Registration: 1:07am)



Field of Study

Accounting & Audit

CPE Credit

2 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

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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