110  |  In Person Training  |  Intermediate  |  Scheduled

K2's Implementing Internal Controls in QuickBooks Environments - VIRTUAL

Tuesday, August 25, 2020 8:30am - 12:00pm

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Pandemic Update: With all the changes this pandemic has brought, we understand you may have questions and concerns regarding continuing education offered by the Society. The safety of our attendees, discussion leaders and staff is always top of mind and our number one priority is to continue offering CPE options as safely as possible with the same quality and quantity you have come to expect. Please visit our Pandemic and OSCPA CPE: What to Expect page for more information.

The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications in use by small businesses, yet many of these organizations struggle because of inadequate internal controls. In this seminar, you will learn options for how you can improve internal controls in small businesses running QuickBooks Pro, Premier, Enterprise, or Online. Through participating in this program, you will learn the importance of maintaining a strong system of internal controls in a small business environment, including businesses using QuickBooks accounting solutions. You will also learn about the four common types of internal controls and how to assess the relative condition of the internal control structure of a small business. With this background in place, the focus then shifts to discovering the opportunities to enhance internal controls in QuickBooks-based environments by using features found in the application. In addition, you will learn about supplemental internal control procedures for situations where effective controls cannot be established through QuickBooks. In sum, while many believe that QuickBooks-based organizations are destined for weak internal control structures, by participating in this program you will learn how QuickBooks-based businesses can benefit from a strong system of internal controls.



  • Identify the importance of internal controls in QuickBooks environments.
  • List four common types of internal controls and provide examples of each.
  • Assess the relative strength or weakness of a QuickBooks-based organization's internal control structure.
  • Create and implement effective internal controls using tools and features found in various editions of QuickBooks.


Designed For

Accountants and other business professionals who want to improve internal controls in QuickBooks and QuickBooks Online environments

Course Note

This course is also offered as a live stream.


  • Defining the need for a balanced system of internal controls in QuickBooks-based organizations
  • Creating effective internal controls through features and options found in QuickBooks
  • Differentiating between internal control features found in various versions of QuickBooks
  • Identifying common weaknesses in small business internal control structures, including the associated risks and costs associated with these weaknesses

Your Price: $200.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price excludes the early-bird discount. Early-bird registration ended August 4, 2020.

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Brian F. Tankersley

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He teaches courses nationally through K2 Enterprises and is a senior faculty member with Becker CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.

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