Start your free trial now, and begin learning software, business and creative skills—anytime, anywhere—with video instruction from recognized industry experts.

Start Your Free Trial Now

QuickBooks for Mac Essential Training

with Jess Stratton

Video: Welcome

Learn how to manage the finances for your small business with QuickBooks for Mac accounting software.
Expand all | Collapse all
  1. 2m 47s
    1. Welcome
    2. Using the sample company file
      1m 52s
  2. 7m 58s
    1. A tour of the interface
      3m 45s
    2. Navigating inside each center
      4m 13s
  3. 12m 16s
    1. Opening and closing an existing company file
      2m 48s
    2. Setting up a new company file
      5m 21s
    3. Backing up and restoring a company file
      4m 7s
  4. 26m 31s
    1. Working with the Chart of Accounts
      7m 41s
    2. Adding bank accounts and credit cards
      2m 49s
    3. Adding service or inventory items
      4m 10s
    4. Setting up sales tax
      8m 53s
    5. Adding vehicles
      1m 39s
    6. Editing company information
      1m 19s
  5. 13m 37s
    1. Setting up the customer profile
      4m 57s
    2. Creating and editing customers
      5m 25s
    3. Importing customers from another program
      3m 15s
  6. 5m 13s
    1. Setting up the vendor profile
      2m 26s
    2. Creating and editing vendors
      2m 47s
  7. 7m 40s
    1. Creating and editing employees
      2m 51s
    2. Creating and editing sales reps
      2m 12s
    3. Understanding payroll options
      2m 37s
  8. 54m 49s
    1. Creating estimates
      7m 23s
    2. Creating purchase orders for vendors
      5m 53s
    3. Entering vendor bills
      2m 36s
    4. Invoicing customers
      5m 42s
    5. Progress invoicing customers
      3m 43s
    6. Entering time and mileage against jobs
      1m 26s
    7. Receiving payments
      3m 51s
    8. Creating sales receipts for cash sales
      3m 17s
    9. Viewing reminders for overdue invoices
      3m 23s
    10. Sending statements to customers
      3m 16s
    11. Entering credit card charges
      1m 47s
    12. Recording deposits
      5m 36s
    13. Paying vendor bills
      2m 0s
    14. Printing checks
      4m 56s
  9. 44m 4s
    1. Handling refunds
      2m 56s
    2. Handling customer credits
      4m 20s
    3. Voiding invoices and other line items
      3m 19s
    4. Fixing mismatched data
      5m 27s
    5. Working with check registers manually
      3m 34s
    6. Discounts
      4m 11s
    7. Grouping customers to batch invoices
      3m 21s
    8. Deleting and marking items inactive
      4m 14s
    9. Entering statement charges
      2m 9s
    10. Assessing finance charges
      2m 35s
    11. Memorizing transactions
      3m 33s
    12. Reconciling bank accounts
      4m 25s
  10. 8m 48s
    1. Setting up accounts for online banking
      4m 24s
    2. Reconciling online transactions
      4m 24s
  11. 8m 22s
    1. Enabling multiuser mode
      2m 32s
    2. Putting the company file on a server
      1m 21s
    3. Adding and editing user accounts
      3m 31s
    4. Keeping QuickBooks up to date
  12. 10m 8s
    1. Using the Company Snapshot tool
      2m 42s
    2. Searching for data
      2m 54s
    3. Filtering Charts of Accounts
      1m 50s
    4. Classes
      2m 42s
  13. 13m 43s
    1. Introduction to reports
      2m 23s
    2. Navigating and customizing report data
      5m 7s
    3. Filtering a report
      3m 34s
    4. Memorizing, exporting, and printing a report
      2m 39s
  14. 6m 38s
    1. Setting up 1099 forms
      3m 52s
    2. Closing the books
      2m 46s
  15. 7m 15s
    1. Customizing invoices and forms
      4m 9s
    2. Setting QuickBooks preferences
      3m 6s
  16. 27s
    1. Next steps

please wait ...
QuickBooks for Mac Essential Training
Video duration: 0s 3h 50m Beginner


You don't need to be an accountant to know how to use QuickBooks. Learn how to manage the finances for your small business yourself with the Mac version of this powerful accounting package. Jess Stratton shows how to create a new company file and back it up on a regular basis, and then set up accounts, taxes, and inventory items. Once your accounts are established, learn how to create estimates and purchase orders, send invoices, receive payments, and print checks—all of the day-to-day tasks that keep your business running. Finally, learn to integrate with online banking, find data and run reports, and close the books with end-of-year preparations.

Topics include:
  • Setting up a new company file
  • Working with the chart of accounts
  • Adding bank accounts and credit cards
  • Setting up sales tax
  • Adding customer, vendor, and employee profiles
  • Billing customers
  • Receiving payments
  • Handling refunds
  • Recording deposits
  • Sharing QuickBooks with others
  • Running reports


(MUSIC) My name is Jess Stratton and welcome to QuickBooks for Mac. QuickBooks is a very powerful accounting package. You don't need to be an accountant to use QuickBooks and I've actually designed this course for those that aren't accountants, as I'll show you how to build your company from start to finish. Explaining some general accounting procedures in the process. I'll show you how to begin by creating a new company file and then backing it up on a regular basis. Then I'll take you through setting up your shop by adding all your financial accounts.

After that it's time to start adding products and inventory items. When you're all set up, I'll show you everything you'll be doing in your day to day operations, such as creating estimates and purchase orders. Sending invoices to customers, receiving payments, and even printing checks. I'll show you all of these things and much, much more. We have a lot to cover so let's get started right now.

There are currently no FAQs about QuickBooks for Mac Essential Training.






Don't show this message again
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.

Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ .

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

* Estimated file size

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.

Mark all as unwatched Cancel


You have completed QuickBooks for Mac Essential Training.

Return to your organization's learning portal to continue training, or close this page.


Upgrade to View Courses Offline


With our new Desktop App, Annual Premium Members can download courses for Internet-free viewing.

Upgrade Now

After upgrading, download Desktop App Here.

Become a Member and Create Custom Playlists

Join today and get unlimited access to the entire library of online learning video courses—and create as many playlists as you like.

Get started

Already a member?

Log in

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

You started this assessment previously and didn’t complete it.

You can pick up where you left off, or start over.

Resume Start over

Learn more, save more. Upgrade today!

Get our Annual Premium Membership at our best savings yet.

Upgrade to our Annual Premium Membership today and get even more value from your subscription:

“In a way, I feel like you are rooting for me. Like you are really invested in my experience, and want me to get as much out of these courses as possible this is the best place to start on your journey to learning new material.”— Nadine H.

Thanks for signing up.

We’ll send you a confirmation email shortly.

Sign up and receive emails about and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from

Sign up and receive emails about and our online training library:

Here’s our privacy policy with more details about how we handle your information.

submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.