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QBO Video Courses

QuickBooks® for Mac

For someone else
Alicia Katz Pollock
For someone else
Purchase for $249 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


Instructional Level


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 



    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.


    Evergreen Content

    You'll have lifetime access to the on-demand course including all handouts and class material, including future updates. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again later as you apply what you learn to each situation as it crops up.


      Why pay full price? Sign up for a Royalwise OWLS Membership
      and get this course and more for one low monthly price.
      Silver membership pays for itself in just two courses per month!


      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:


      Course Credits: 6 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

      Course Updated: December 2021
      Course Page Updated: November 2023

      Here is the course outline:

      1. Download the Handout

      Download the handout that goes with the course.

      Download the handouts here
      Glossary of Terms

      2. Introduction to QuickBooks for Mac

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

      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.

      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.

      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.

      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

      6. Online Banking

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

      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.

      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.

      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
      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.

      Transferring Funds
      Memorized Transactions
      Journal Entries
      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.

      Customizing Reports

      11. Homework

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

      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!

      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


      The following certificates are awarded when the course is completed:

      Royalwise CPE Certificate
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