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
- Creating Recurring Payments
- Generating Payment Links and QR codes
- 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 LevelBasic
Course Length2 hours
Course Credits2 CPE, Certificate of Completion
Field of StudyComputer Software & Applications
Delivery MethodQAS Self Study
Who should take this class?
Advance PreparationNone
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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.
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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: 2 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: April 2025
Course Page Updated: April 2025
Here is the course outline:
1. Download the Handout (Required for CPE Credit)Download the handout that goes with the course. 4 sections
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2. QB Payments and Merchant Services 2025Taking 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. 15 sections
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3. Take the QuizTake 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
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Completion
The following certificates are awarded when the course is completed:
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Royalwise CPE Certificate |
