Skip to content
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.


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.


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


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.

    Other learners purchased these courses after completing this class:  




      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

      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
      quiz 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.

      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
      quiz 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.

      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
      quiz 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.

      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
      quiz Review Questions: Vendors in QuickBooks for Mac

      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
      quiz 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.

      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!

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


      The following certificates are awarded when the course is completed:

      Royalwise CPE Certificate
      Back to top