QuickBooks for Mac: The Non-Accountant Training Course

Learn how to organize your company's income/expenses & finally get a handle on how much money you're really making
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  • Lectures 71
  • Length 4 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2016 English

Course Description

Give Me 4 Hours and I'll Teach You How to Get Every Receipt, Bill & Invoice in it's Proper Place

So you're a small business owner (or employee) that uses a Mac.

Perhaps your bookkeeping system consists of a shoebox stuffed full of receipts. Or maybe all your customers' information is lost somewhere between Excel spreadsheets and notebooks. Not to mention your checkbook register serves as your company’s profit and loss statement.

Does this sound familiar to you? The good news is you’re not alone. Many small business owners never really get their books in order. Then when tax time rolls around their blood pressure launches right off the charts (don't be this guy!!).

But don't fret.

Learning how to properly use QuickBooks for Mac (Desktop Version) solves these problems.

Now lets be honest.

What most people do when trying to learn QuickBooks is buy one of those 500+ pages "QuickBooks for Dummies" books. And some people go as far as taking a 15 week night class at their local community college.

Unfortunately these methods of learning QuickBooks aren't convenient for most busy entrepreneurs.

Who has time for that when you’ve got a business to grow?

I'm sure you could find better use of your time than digesting 500 pages of boring accounting theory.

Luckily, there is a practical solution:

I created a step by step video training course that will teach you how to use QuickBooks. And this 4 hour course gets right into the MEAT of what small business owners really need to know.

Here's what learning QuickBooks did for my own personal company:

  • I know exactly how much money I make each month (to the penny).
  • I know who owes me money and precisely how much they owe me.
  • I can push a few buttons and see where I'm making money and where I'm losing money.
  • I sleep better at night knowing my books are in order.
  • I don't stress out anymore at tax time because I'm totally prepared (well before any deadline).

Finally, It's Your Turn To Take Control of Your Office

When you sign up for my QuickBooks for Mac Course you'll have unlimited access to my 8 section course. I start with the very basics of using the software and gradually progress into more advanced features.

This course is designed for small business owners (or employees), NOT for Accountants. We start from the very beginning as if you're learning it for the first time. I take you by the hand and show you step by step:

  • How to properly enter all your income & expenses.
  • How to identify in 3 seconds who owes you money (and exactly how much).
  • How to generate reports that show you how much money you're really making (and where you're making it).
  • How to quickly send professional looking invoices to your customers.
  • And a heck of a lot more...

You can try out the course risk free for 30 days to see if it works for you. If for some reason you aren't 100% satisfied, you'll get a prompt and courteous refund.

So It's Time To Make an Important Decision:

Keep doing what you've been doing over and over again expecting a different result (the definition of INSANITY!!!). Or worse, do nothing at all.

If you take a new action, you'll get a new result:

Get control over your financials & sleep easy knowing everything is in its proper place.

Click the big "Take This Course" button at the top of this page and give your business the breakthrough it deserves!

What are the requirements?

  • QuickBooks for Mac (Desktop Version)

What am I going to get from this course?

  • Properly Enter Your Business Transactions
  • Use Reports to Know EXACTLY How Much Money You Really Make
  • Identify in 3 Seconds Who Owes You Money (and How Much)
  • Send Professional Looking Invoices to Your Customers
  • And much more...

Who is the target audience?

  • Small Business Owners or Employees

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Setting up your Company
Introduction to the Course

It's easy to get your QuickBooks questions answered.

On Intuit's forum your question can be answered within a few hours.

This video will show you how it's done.

How to Create Your Company File from Scratch
Prevent Future Headaches by Backing up QuickBooks

What you don't want to do is enter transactions in the wrong company file.

This video will show you how to properly identify what company file you are working on.

You'll also learn how to switch between different company files (in case you work with more than one).


What do you do if your company address changes?

Or how do you change your business from a Sole Proprietor to a Corporation?

If you don't know, I have some good news:

I answer these questions and more in this short video.

Section 1 Review
3 questions
SPECIAL BONUS for Section 1
1 page
Section 2: QuickBooks Kindergarten (The Very Basics)
Basic Navigation & Overview of the Home Page
The Toolbar & Why You Should Remove It
Adding Items & Services Your Company Sells
Add Your Checking Account to QuickBooks
Master the Basics of QuickBooks in Under 10 Minutes
Section 2 Review
5 questions
SPECIAL BONUS for Section 2
1 page
Section 3: The Company Center

If you're new to accounting trying to understand the Chart of Accounts is like trying to invent fire for the first time.

But don't fret.

This 3 minute video breaks it down.

How to Use the Chart of Accounts
Understand the 10 different Item Types in QuickBooks
Setting up Sales Tax the Easy Way

Have you ever had an accountant try to explain Cost of Goods Sold (COGS) to you?

Then afterwards you thought to yourself, "Now I'm totally confused."

Well if that's you, today is your lucky day.

This two minute video explains COGS in ordinary ENGLISH.

How to Edit items and Create Subitems
Inventory Basics

Want to know exactly how much money your company made last month (like to the penny)?

With only a few clicks you can know EXACTLY how much money you've brought in and how much you've spent.

QuickBooks makes this easy.

And this quick intro into reports will have you crunching your company's numbers in no time.

Section 3 Review
4 questions
SPECIAL BONUS for Section 3
44.2 kB
Section 4: The Customer Center
Create Different Customer Profiles for Better Organization
How to Create and Edit Customers
Import Customers to Minimize Data Entry
How to Create, Edit, & Fold Invoices Like a Pro
Advanced Invoicing: Save Time by Grouping Customers for a Batch Invoice

PLEASE! Stop wasting your precious time creating the same invoice for your customer OVER and OVER.

Watch this video to learn how to leverage the POWER of Recurring Invoices and put that plane on autopilot.

How to Receive Customer Payments & Properly Handle Partial Payments
Sales Receipts
Quickly Create Customer Statements
Finance Charges
Refunds & Credits: Handle Customer Returns the Right Way

Are your customer estimates & proposals lost somewhere in a maze of Excel spreadsheets and other files?

There is hope for you and the suffering is about to end.

QuickBooks does a fantastic job of organizing your estimates & proposals.

You're about to learn how to take control of your office by creating and storing these estimates in QuickBooks instead of the endless abyss of files on your hard drive.


Do you have customers you bill half upfront and the remaining balance when the job's complete?

If so, you need to learn how to create a Progress Invoice.

And that's exactly what you'll learn in this short video.

Section 4 Review
9 questions
SPECIAL BONUS for Section 4
50.6 kB
Section 5: The Vendor Center
How to Create, Edit, & Import Vendors
The Basics of Creating Bills & How to Pay Them

Have you ever forgot to pay a bill and then got slapped in the face with a late fee?

You don't have to take the abuse.

There's an easier answer:

It's a hidden feature in QuickBooks that remembers all the bills you need to pay and reminds you when those bills are due.

In this video, you'll learn how to unlock the power of memorizing your monthly bills.

You never have to miss a payment again.

Purchase Orders
Turn an Estimate Into a Purchase Order
Section 5 Review
4 questions
SPECIAL BONUS for Section 5
27.2 kB
Section 6: The Banking Center
How to Create a Checking Account, Savings Account, and Petty Cash Account
How To Print Checks
Setting Up Your Company Credit Card
Recording Deposits
Reconciling Your Bank Accounts
Working With Registers Manually
Section 6 Review
4 questions
SPECIAL BONUS for Section 6
28.3 kB
Section 7: QuickBooks in Depth
Discounts & Subtotals
Vehicles & Mileage
How to Add Employees
Sales Reps & Adding Fields to Sales Forms
A Brief Into to Payroll
1099's for Your Vendors
Reminders & the To Do List
Company Snapshot: The Dashboard for Your Business
Transaction Center
Find Anything FAST with Search & Find
Tracking Time
Adding Your Company Logo and Customizing Sales Forms (with Layout Designer)
Special Transactions that Small Business Owners Face All the Time

For more instructions on Multiuser Mode, download pdf attachment.

Handling Credit Card Processing Fees
Online Banking
SPECIAL BONUS for Section 7
60.4 kB
Section 8: Reports in Depth
How to Format Reports
Summary of Helpful Reports
Use Report Filters and JOBS to Analyze Profit
Use Report Filters and CLASSES to Analyze Profit

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Instructor Biography

Dylan Spitz, Udemy Instructor & Entrepreneur

I'm Dylan, a small business owner and instructor here on Udemy.

I've started several successful companies and use Evernote & QuickBooks for Mac everyday in my own company. I enjoy teaching working professionals and other entrepreneurs how to get their working life in order using these tools.

Some of the businesses I've built include a small chain of health clubs, a handful of real estate properties, and a satellite TV installation company.

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