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QuickBooks® Training Library

QB Payments Merchant Services


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $55 or enter access code

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.

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 swipe cards
  • How customers can pay online
  • The GoPayment phone app
  • The tools in QBO to manage merchant services.

 

After completing this course, you will be able to: 

  • Recognize the benefits of QuickBooks Payments over other popular payment methods
  • Identify the steps to set up merchant services for your QBO subscription
  • Describe how to take credit card and ACH payments from customers
  • Identify the steps to manage the deposits as they appear in the bank

 

Instructional Level

Basic

Course Length

1.5 hours

Course Credits

1.5 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS/Self Study

Who should take this class?

  • Business owners who take credit card payments from clients
  • Bookkeepers and Accountants who want to make solid recommendations to clients

Advance Preparation

None

 

QB Payments Merchant Services 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!

 

Learners rave: Find out why people love this course!

Discover the overwhelming praise as past learners share their experiences with this course. See all the reviews by clicking the 'Reviews' tab near the top of this page.

 

 

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: 1.5 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: July 2023
Course Page Updated: August 2024

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

3 sections
Download the handout here
Bank Transfer Authorization Form
Glossary of Terms

2. Watch the Videos: QB Payments, Intuit's Merchant Services 2023

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.

12 sections
Intro and Agenda
Why Choose QB Payments?
How Much Does it Cost?
Setting Up QB Payments
QB Payments Review 1
Getting Paid through QBO
Recurring Payments
Seeing Your Transactions
Refunds
QB Payments Review 2
Taking Payments in the Field
Using the Phone Apps

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!

2 sections
Evaluation & Participation Survey
Quiz: QB Payments Merchant Services

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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