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Just for Bookkeepers and Accountants

QuickBooks Payments® - Intuit's Merchant Services Course


Course
Alicia Pollock
Free
Enroll

This course is for Bookkeepers and Accountants. Learn about Intuit® QuickBooks® Payments Merchant Services, built into QuickBooks® Desktop and Online. Use it to swipe credit cards, email invoices for online payment, and automate your monthly billing.

Course Description 

Take credit cards with QuickBooks® 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.

Instructional Level

Beginner through Advanced 

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Requirements 

  • Our "QBO® Fundamentals" course, or
  • Prior experience with QuickBooks® Online

Who should take this class?

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

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

 

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here
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.

All About QB Payments

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!

QB Payments Merchant Services Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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