About

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 Level

Basic

Course Length

2 hours

Course Credits

2 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

Group Internet Blended

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

Course Updated: April 2025
Course Page Updated: August 2025

Videos5

Here is the course outline:

Download the handout that goes with the course.

9 sections

Handout: QuickBooks Payments 2025

PCI Compliance Self-assessment for QB Payments

PCI Compliance Self-assessment for card-not-present channels

PCI Compliance Self-assessment for standalone dial-out terminals

PCI Compliance Self-assessment for eCommerce and face-to-face

Bank Transfer Authorization Form

Glossary

Study guide

The Royalwise QuickBooks Online Dictionary

17 sections

Introduction and Agenda

Why Use QB Payments?

How Much Does it Cost?

Security and Compliance

Setting Up QB Payments

Setting Up Emails and Invoices

QB Payments Review 1

Manually Running ACH and Credit Cards

Sending Invoices though Emailing and Texting

Recurring Transactions (sales receipts, invoices, and payments)

Using Payment Links

Seeing Your Transactions in QBO

Refunds

Taking Payments in the Field Using Swipers

Using Tap to Pay

QBO Mobile App and GoPayment

QB Payments Review 2

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

Certificates

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate

Reviews7

Reviews

Frances Andrews

"This was a particularly good course! I know a fair amount about QB Payments and Merchant Services, cleaned through experience; however, this pulled everything together in filled in pieces I didn't even realize I was missing. Plus, I learned some nifty new tools to use. Alicia is so thorough and complete, and her handouts are great! It's fantastic to be able to refer back to this when a question comes up."

Stephanie Manley

Martha Proano

"Excellent. The class was worth taking because I learned a lot about QuickBooks Payments. The practical demonstrations helped me understand much better. Thanks, Alicia"

See all 7 reviews

We no longer support Internet Explorer

QuickBooks Payments Merchant Services