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.

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: 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: November 2023