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QBO Video Courses

QuickBooks Payments® - Intuit's Merchant Services Course

Alicia Katz Pollock
Purchase for $41

Taking credit card payments from customers has never been easier - QuickBooks Online has built-in merchant services. Learn to swipe credit cards, take online payments, and automate monthly billing with QuickBooks Payments.

Intuit's Merchant Services: QuickBooks Payments Course Description 

Processing credit cards, tracking merchant service payments, and managing credit card fees...

Oh, My!

That is...unless you are a Quickbooks Online user and learn how to use their amazing Quickbooks Payments merchant services, which not only has an easy interface, but all of your invoices, payments, and deposits are synced without you having to think about it!

Your customers get several fast, flexible ways to pay by credit card, debit card, and ACH, both in person and on the web. QuickBooks Online manages the payments, enters fees, creates daily batches, and matches the bank feed. If you do monthly billing, you can even create recurring receipts that run payments and email the customer without you lifting a finger. It’s magic money!

Not only that, but the fees are competitive with Square and PayPal, and you will save HOURS of time with seriously slick automation.

QBO Rock Star Alicia Katz Pollock teaches you the entire process, including setup, features and benefits, best practices, and tips & tricks. Learning curve? None! This course is the whole thing!

Oh, Yes!

What You’ll Learn 

  • QB Payments vs. PayPal and Square
  • Pay-as-you-go vs. Monthly fee
  • Retail rates vs. ProAdvisor Rates
  • How to sign up
  • How to turn it into a revenue stream for you
  • How to swipe cards
  • The GoPayment app
  • Back-end automation
  • How to automate your monthly billing

Instructional Level

Beginner to Advanced

Course Length

1.5 hours

Course Credits

1.5 CPE, Certificate of Completion

Field of Study


Delivery Method

QAS/Self Study

Who should take this class?

  • Bookkeepers and Accountants who use QuickBooks®
  • Bookkeepers and Accountants who want to make solid recommendations to clients.

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!

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions





Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

pageText Download the handout here
pageText Bank Transfer Authorization Form

2. Watch the Video: QB Payments

If you use QBO, take credit cards with QB Payments. The rates are competitive with Square and PayPal. Even better, save time and money with automation. Your clients can pay their invoices online. You can run recurring payments automatically. QuickBooks Online takes the fees out in separate transaction, instead of deducting them from the bank deposit and confusing you, like PayPal does. And best of all, QuickBooks will batch deposit payments so that you don’t have do the work.

pageText Intro and Agenda
pageText Why Use QuickBooks Payments?
pageText What Does it Cost?
pageText Setting Up QB Payments
pageText All About Swipers
pageText The Phone Apps
pageText The Pay Now Button
pageText Recurring Payments and Transactions
pageText Seeing Your Transactions
pageText Deposits
pageText What's Next - Conclusion

3. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

pieChart Complete this survey for CPE Credit
quiz QB Payments Merchant Services


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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