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QuickBooks: Internal Control Tips & Tricks Webinar


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

CPE Credits



PICPA Member: $89 | Nonmember: $114

 More Information

Course No.
Working knowledge of QuickBooks

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.


  • 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


  • 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


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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