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QuickBooks: Internal Control Tips & Tricks Webinar

CPE

When
Feb. 13
4:00 - 6:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $89 | Nonmember: $114


 More Information

Course No.
QBIC-2018-01-WEBNR-44-01
Level
Basic
Prerequisites
Working knowledge of QuickBooks
Note

This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Description

  • 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

Highlights

  • 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


Speaker(s)

Ilene Eisen, CPA.CITP, MBA

  • Nationally recognized Speaker (K2 Enterprises, Surgent, Intuit, AICPA, Cal CPA, Scaling New Heights) in QuickBooks, Excel, Internal Controls, and various technology topics
  • Owner of IE Solutions in Monterey, CA specializing in Sales and Consulting Intuit Premier Level Reseller & Certified in QuickBooks and Sage 100 (formerly MAS90/200) products
  • Over 35 years’ experience in accounting, accounting software, and accounting related technology work
  • California CPA Society – Speaker, Author and past Technology Chairperson,  AICPA – Certified Information Technology Credential and past committee member 
  • Active volunteer in local non-profit and educational organizations


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