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QuickBooks® Training Library

QuickBooks® for Mac


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $100 or enter access code

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.

After completing this course, you will be able to: 

  • Set up a new QuickBooks file

  • Create sales transactions to receive money from your customers

  • Create expense transactions to pay your vendors

  • Use the Banking Center and reconcile your bank statements

  • Run reports analyzing your company’s performance

 

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

 

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!


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

Basic

 

Course Length

6 hours

 

Course Credits

6 CPE, Certificate of Completion

 

Field of Study

Computer Software & Applications

 

Delivery Method

QAS Self Study

 

Suggested Prerequisites

  • No prerequisite knowledge needed

  • QuickBooks® for Mac installed on your computer

 

    Who should take this QuickBooks Online Best Practices 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

     

    Advance Preparation 

    None

     

    Evergreen Access (Made to Stay Current)

    Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

     

    Live Session + Replay Included

    If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

    While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

     

     

     

     

     

     

     

     

     

     

    Refunds & Cancellations

    Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

     

    Royalwise Solutions Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

     

     


    Course Credits: 6 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
    Course Updated: December 2021
    Course Page Updated: March 2026

     

     

     

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    Here is the course outline:

    1. Download the Handout

    Download the handout that goes with the course.

    2 sections
    Download the handouts here
    Glossary of Terms

    2. Introduction to QuickBooks for Mac

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

    2 sections
    Introduction to QB for Mac
    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.

    3 sections
    The Interface
    Settings and Preferences
    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.

    5 sections
    QBO vs QB for Mac
    Import Your Existing File or Start Fresh?
    Company Preferences
    Setting Up Users
    Review Questions: Setting Up QuickBooks for Mac

    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.

    7 sections
    Chart of Accounts: Balance Sheet
    Chart of Accounts: Profit and Loss
    Modifying Your Chart of Accounts
    The Items & Services List
    Working with Your Items & Services List
    Inventory
    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.

    2 sections
    Setting Up The Banking Feed
    Review Questions: Lists, COA, Products & Services in QuickBooks for Mac

    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.

    13 sections
    Sales Preferences
    Adding and Managing Customers
    Workflows for Getting Paid
    Sales Receipts
    Creating Invoices
    Receiving Payments
    Bank Deposits
    Estimates & Progress Invoicing
    Merchant Services
    Credit Memos and Refunds
    Taking Deposits on Work to Be Performed
    Customer Sales Reports
    Review Questions: Customers in QuickBooks for Mac

    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.

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

    9. More Transactions

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

    6 sections
    Transferring Funds
    Memorized Transactions
    Journal Entries
    Reconciliations
    QuickBooks Tools
    Review Questions: Additional Transactions in QuickBooks for Mac

    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.

    2 sections
    Reporting
    Customizing Reports

    11. Homework

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

    3 sections
    Session 1: Analyze your Chart of Accounts
    Session 2: Customer Workflow
    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!

    6 sections
    Quiz: Setting Up QuickBooks for Mac
    Quiz: Lists, COA, Products & Services in QuickBooks for Mac
    Quiz: Customers in QuickBooks for Mac
    Quiz: Vendors in QuickBooks for Mac
    Quiz: Additional Transactions in QuickBooks for Mac
    Evaluation & Participation Survey

    Completion

    The following certificates are awarded when the course is completed:

    Royalwise CPE Certificate
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