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QuickBooks® for Mac Class


Course
Alicia Pollock

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

Class Description

Learn how to manage your company's daily workflow using QuickBooks Desktop on a Mac. We’ll start with how to set it up. Then we’ll take a look at all of QuickBooks’ features, and help you determine what steps will give you the reports you want. Learn to track your daily sales income and all your expenses. By keeping good records, you’ll have an instant Profit and Loss report and Balance Sheet for taxes.

Instructional Level

Beginner through Advanced 

Class Length

4 hours 

Class 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 should you bring?

A pen. We will provide you with a free QuickBooks® manual where you can take notes.

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

Watch it again later

A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.

 

Can't make this class?

Click here to watch the videos right now!

Here is the course outline:

1. Where to take the class

Sat., 11/2/19 @ 9am - 4pm PST. Click the links below for instructions.

Please let us know how you will be attending!
How to connect to the Zoom webinar
Where to attend in person

2. Download the Handout

Download the handout that goes with the course.

Download the handout here

3. Introduction to QuickBooks for Mac

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

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

4. 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
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