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QB Payments® | Intuit's Merchant Services

For someone else
Alicia Katz Pollock
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.

QB Payments® Intuit's 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!


After completing this course, you will be able to: 

  • Describe how to set up merchant services for your QBO subscription
  • Discuss taking credit card and ACH payments from customers
  • Explain how to manage the deposits as they appear in the bank


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


Course Length

1.5 hours

Course Credits

1.5 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS/Self Study/Blended

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




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:


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

Course Updated: December 2021
Course Page Updated: April 2023

Here is the course outline:

1. How to Join the Live Zoom Webinar

Jul 18 10am .. 11:30am, Zoom Webinar

Click the link to learn how to join the webinar, on Tuesday July18 at 10 - 11:30am PST

How to connect to the Zoom webinar

2. Download the Handout

Download the handout that goes with the course.

Download the handout here
Bank Transfer Authorization Form
Glossary of Terms

3. Watch the Videos: QB Payments (2021)

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.

Intro and Agenda
Biz View vs Accountant View
Why Use QuickBooks Payments?
What Does it Cost?
Setting Up QB Payments
All About Swipers
The Phone Apps
The Pay Now Button
Recurring Payments and Transactions
Seeing Your Transactions
What's Next - Conclusion
Review Questions: QB Payments Merchant Services

4. 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!

Quiz: QB Payments Merchant Services
Evaluation & Participation Survey
QB Payments Merchant Services
Complete this survey for CPE Credit


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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