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QBO Video Courses

QuickBooks® for Mac Course


Course
Alicia Pollock

This Intuit QuickBooks for Mac beginners tutorial teaches small business owners and bookkeepers to use QuickBooks on a Mac: learn setup, daily data entry, and reports.

Course Description 

Managing your company's daily workflow can be overwhelming and confusing!

Taking the time to properly learn QuickBooks Desktop for Mac is a wise investment! And it will pay immediate dividends in organization, accuracy, speed, and peace of mind.

QBO Rockstar Alicia Katz Pollock will walk you through how to set everything up. Then she’ll carefully and clearly teach you all of QuickBooks’ features and easy-to-use tools.

You'll learn how to organize and track your daily sales income and expenses, how to keep good records, and how to determine what steps will give you the reports you want, like an instant Profit and Loss report and Balance Sheet for taxes.

This is an essential course for keeping your business' finances in order...and for keeping your sanity!

It’s hard to find people who know QuickBooks for Mac as well as Alicia does…you found the right place!

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.

pageText Download the handout here

2. Watch the Videos: Introduction to QuickBooks for Mac

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

pageText Getting Started, the Interface, and User Accounts
pageText Preferences, Chat of Accounts, and Items
pageText Customers, Invoicing, and Payments
pageText Vendors, Expenses, Bills, and Checks
pageText Registers, Reports, and Memorized Transactions
pageText Transfers, Banking, and Reconciling

3. Take the 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 Quiz: Setting Up QuickBooks Completion requirement
quiz Quiz: Lists, COA, Products & Services Completion requirement
quiz Quiz: Customers Completion requirement
quiz Quiz: Vendors Completion requirement
quiz Quiz: Additional Transactions Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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