Introduction

If you run a business, good financial records are crucial to your business decisions, and your tax returns! Learn how to manage your company by using QuickBooks® on your Mac. We’ll take a broad look at all of QuickBooks® for Mac’s features and help you determine which ones you need to manage your business on a daily basis.

Instructional Level

Beginner through Advanced 

Course Length

4 hours 

Course Credits

4 CPE, Certificate of Completion

Prerequisites 

  • No prerequisite knowledge needed.
  • QuickBooks® for Mac installed on your computer.

 

Who should take this class?

  • Business owners and employees who maintain their company’s financial records
  • Students and job-seekers will boost their employment marketability
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks® easier and faster than before
  • Bookkeepers and Accountants who wish to brush up on their skills.

What You’ll Learn 

  • The importance of good record keeping
  • When do you need a bookkeeper and when can you do it yourself?
  • Common bookkeeping mistakes business owners make
  • Setting up QuickBooks®
  • QuickBooks Preferences
  • Creating your Items list
  • Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
  • Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks
  • Bank feeds
  • Reconciling

 

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here

2. Introduction to QuickBooks for Mac

Learn how to manage your company by using QuickBooks for Mac.

QuickBooks for Mac

3. Quizzes

Take these quizzes to demonstrate your mastery of the material. Pass each quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Quiz: Setting Up QuickBooks Completion requirement
Quiz: Lists, COA, Products & Services Completion requirement
Quiz: Customers Completion requirement
Quiz: Vendors Completion requirement
Quiz: Additional Transactions Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate