Reviewed by Jeff Harms
Director, Advisory Services at OCD tech
.svg)
Updated Oct, 3
Discover if QuickBooks meets SOC 1 (SSAE 18) compliance standards for secure financial data management and reporting.
Director, Advisory Services at OCD tech
Updated Oct, 3
Guide
QuickBooks is not inherently SOC 1 (SSAE 18) compliant on its own; achieving compliance requires organizations to implement additional controls and processes, often with expert guidance from firms like OCD Tech.
SOC 1 (SSAE 18) is a standard focused on an organization's internal controls over financial reporting. QuickBooks, as an accounting software, provides useful functions but does not automatically meet the detailed criteria needed for this certification. Instead, achieving compliance means that an organization must:
Establish, document, and maintain internal controls: Ensure that financial operations have safeguards in place which might include access restrictions, audit trails, and regular monitoring.
Align software configuration with compliance needs: Adjust and configure QuickBooks in a way that supports consistent tracking and control of financial data.
Undertake regular audits and assessments: Use internal reviews or external readiness assessments to ascertain that controls are working as intended.
Engage expert guidance: Consulting firms such as OCD Tech can help perform readiness assessments and implement the supplemental measures required to meet SOC 1 standards.
In simple terms, while QuickBooks has many security features built in, compliance with SOC 1 (SSAE 18) isn’t automatic. It is achieved by the organization’s overall process, configuration, and control environment working together, often with support from expert assessors who ensure every aspect meets the rigorous criteria.
What is...
Explore how QuickBooks aligns with SOC 1 (SSAE 18) standards to ensure secure, compliant financial data management for businesses.
QuickBooks is a powerful accounting software developed by Intuit, optimized for managing finances in small to mid-sized businesses. It supports invoicing, payroll, expense tracking, and reporting while incorporating robust security features. Designed with internal controls and audit trails, QuickBooks aids organizations in aligning with SOC 1 (SSAE 18) compliance standards, ensuring the integrity and protection of sensitive financial data.
Robust Financial Management: Enables accurate record keeping and automated reporting.
Enhanced Security: Incorporates internal controls to protect sensitive data.
Audit-Ready Features: Facilitates smooth SOC 1 (SSAE 18) audits with detailed trails.
User Access Control: Ensures regulated access and compliance monitoring.
SOC 1 (SSAE 18) is an auditing standard focused on evaluating internal controls over financial reporting. In the QuickBooks environment, it ensures that data integrity and security measures are rigorously implemented, supporting robust financial processes and risk management. By meeting SOC 1 requirements, QuickBooks not only adheres to compliance norms but also assures users and stakeholders that their financial data is processed under strict, tested controls.
For a detailed breakdown of the specific security configurations needed for compliance, our article provides a comprehensive walkthrough.
The first thing you should do is turn on multi-factor authentication. Our simple guide shows you how to do it in just a few minutes.
OCD Tech offers a comprehensive suite of cybersecurity and IT assurance services, including SOC 2/3 and SOC for Cybersecurity reporting, IT vulnerability and penetration testing, privileged access management, social engineering assessments, virtual CISO (vCISO) support, IT general controls audits, WISP development, and compliance assistance for frameworks like CMMC, DFARS, and FTC Safeguards.
OCD Tech specializes in serving highly regulated sectors such as financial services, government, higher education, auto dealerships, enterprise organizations, and not-for-profits throughout New England.
Typically, OCD Tech’s on-site work spans 1–2 days, depending on complexity and number of sites, followed by 1–2 weeks of analysis and reporting to deliver clear, actionable recommendations.
SOC 2 reporting demonstrates to clients and prospects that an organization follows best-in-class controls over security, availability, processing integrity, confidentiality, and privacy—boosting trust, meeting RFP/due diligence requirements, and helping secure contracts. OCD Tech helps organizations achieve and maintain this compliance.
Yes—OCD Tech provides guidance for compliance with DFARS (NIST 800‑171), CMMC (Levels 1–3), and FTC Safeguards, ensuring organizations meet specific government or industry-based cybersecurity mandates.
A virtual CISO delivers strategic, executive-level cybersecurity leadership as a service. OCD Tech’s vCISO service is ideal for organizations lacking a full-time CISO and helps build programs, define policy, oversee risk, and guide security maturity.
Absolutely. OCD Tech provides tailored internal IT Audit training and security awareness sessions, plus annual reviews of Written Information Security Programs (WISP), such as Massachusetts 201 CMR 17 and other state or industry-specific controls.
Audit. Security. Assurance.
IT Audit | Cybersecurity | IT Assurance | IT Security Consultants – OCD Tech is a technology consulting firm serving the IT security and consulting needs of businesses in Boston (MA), Braintree (MA) and across New England. We primarily serve Fortune 500 companies including auto dealers, financial institutions, higher education, government contractors, and not-for-profit organizations with SOC 2 reporting, CMMC readiness, IT Security Audits, Penetration Testing and Vulnerability Assessments. We also provide dark web monitoring, DFARS compliance, and IT general controls review.
Contact Info
.svg)
OCD Tech
.svg)
25 BHOP, Suite 407, Braintree MA, 02184
.svg)
844-623-8324
.svg)
https://ocd-tech.com
Follow Us
.svg)
.svg)
.svg)
Videos
Check Out the Latest Videos From OCD Tech!
Services
SOC Reporting Services
– SOC 2 ® Readiness Assessment
– SOC 2 ®
– SOC 3 ®
– SOC for Cybersecurity ®
IT Advisory Services
– IT Vulnerability Assessment
– Penetration Testing
– Privileged Access Management
– Social Engineering
– WISP
– General IT Controls Review
IT Government Compliance Services
– CMMC
– DFARS Compliance
– FTC Safeguards vCISO