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QBO Video Courses

QuickBooks® for Mac


Course
Alicia Katz Pollock
Purchase for $149

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.

Intuit QuickBooks for Mac Course Description

Managing your company's daily workflow can be overwhelming and confusing! It’s hard to find people who know QuickBooks for Mac as well as Alicia does…you found the right place!

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.

QuickBooks Rockstar Alicia Katz Pollock will walk you through how to set everything up. Then she’ll carefully and clearly teach you all of QuickBooks for Mac’s 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!

 

This webinar course is a 3 part series. Each session will be 2 hours long, once a week, over the course of 3 weeks. Registration to the webinar covers all 3 sessions.

By the end of this 3 week series, you will have learned how to easily manage your company's daily workflow using QuickBooks Online and be able to run insightful reports to analyze growth.

Even if you can't attend all 3 live sessions, you will be able to watch the video recordings on-demand at your convenience. And you’ll own lifetime access to them.


Getting Started: Alicia teaches the vital importance of bookkeeping, and how to properly set up your file.

Customers: Alicia covers all the essential Customers and Accounts Receivable tasks, including how to create invoices for your customers and workflows for getting paid quickly.

Vendors: We'll tackle Vendors, Accounts Payable, and all the ways you'll record your company's expenses.

Reports: Then we'll learn how to run the key reports that show how well your company is doing!

Alicia has designed this QuickBooks for Mac course to be approachable and absorbable so you gain a solid understanding of how QuickBooks software works. With easy to follow step-by-step guidance, Alicia will cover everything you need to quickly get up and running.

Instructional Level

Beginner through Intermediate

Course Length

7 hours 

Course Credits

7 CPE, Certificate of Completion

Delivery Method

QAS Self Study

Field of Study

Accounting

Prerequisites 

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

 

Who should take this Intuit QuickBooks for Mac 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

 

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions

 

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

pageText Download the handouts here

2. Introduction to QuickBooks for Mac

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

pageText Introduction to QB for Mac
pageText Why QuickBooks for Mac? Do I need a Bookkeeper?

3. Getting Around the Interface

Watch these videos to learn about the interface of QB for Mac. Alicia will show you the layout, settings, and navigational tricks.

pageText The Interface
pageText Settings and Preferences
pageText Navigation Tricks and Tips

4. Setting Up Your Company File

Watch these videos to learn how to set up your new company file. Alicia talks about QBO as another option for Mac users, whether or not you should start fresh or import, setting preferences, and creating user logins.

pageText QBO vs QB for Mac
pageText Import Your Existing File or Start Fresh?
pageText Company Preferences
pageText Setting Up Users

5. Working with Lists

Watch these videos and learn how to work with all of your different lists. Alicia will guide you through your Chart of Accounts, Balance Sheets, Sub Accounts, Inventory, Items & Services, and Classes.

pageText Chart of Accounts: Balance Sheet
pageText Chart of Accounts: Profit and Loss
pageText Modifying Your Chart of Accounts
pageText The Items & Services List
pageText Working with Your Items & Services List
pageText Inventory
pageText Classes

6. Online Banking

The Banking Center imports transactions from the bank so that you can validate your work, and speed up your data entry.

pageText Setting Up The Banking Feed

7. Customers and Accounts Receivable

The best part of running a business is seeing the money flow in. Here are all the ways to collect money from your clients.

pageText Sales Preferences
pageText Adding and Managing Customers
pageText Workflows for Getting Paid
pageText Sales Receipts
pageText Creating Invoices
pageText Receiving Payments
pageText Bank Deposits
pageText Estimates & Progress Invoicing
pageText Merchant Services
pageText Credit Memos and Refunds
pageText Taking Deposits on Work to Be Performed
pageText Customer Sales Reports

8. Vendors and Accounts Payable

We'll look at all the essential Vendors and Accounts Payable workflows. In other words, how to pay Bills from your Vendors, and your workflows for tracking expenses.

pageText Expenses Preferences
pageText The Vendor Center
pageText Adding Vendors
pageText Inactivating Vendors
pageText Workflow for Expenses
pageText Purchase Orders
pageText Bills and Payments
pageText Writing Checks
pageText Credit Card Expenses
pageText Vendor Credits and Refunds
pageText Job Costing and Profitability
pageText Transferring Funds
pageText Memorized Transactions
pageText Journal Entries
pageText Reconciling
pageText Reports
pageText QuickBooks Tools

9. More Transactions

These are additional business transactions that you'll need to keep your records accurate.

pageText Transferring Funds
pageText Memorized Transactions
pageText Journal Entries
pageText Reconciliations
pageText QuickBooks Tools

10. Reports

The whole purpose of using QuickBooks is to run accurate reports that help both with business management, and paying taxes. Here are a few essential reports every business needs.

pageText Reporting
pageText Customizing Reports

11. Homework

Do these assignments to apply your learning to your QuickBooks for Mac file

pencil Session 1: Analyze your Chart of Accounts
pencil Session 2: Customer Workflow
pencil Session 3: Vendor Workflows

12. 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!

pieChart Complete this survey for CPE Credit
quiz Quiz: Setting Up QuickBooks
quiz Quiz: Lists, COA, Products & Services
quiz Quiz: Customers
quiz Quiz: Vendors
quiz Quiz: Additional Transactions

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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