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Live Classes and Webinars

Credit Cards in Business and QBO

For someone else
Alicia Katz Pollock
For someone else
Purchase for $74 or enter access code

Intuit merchant services integrates into QuickBooks®. Learn how to accept credit card payments, ACH, & swipers! Also manage corporate credit cards with subcards.

Course Description | Using Credit Cards in QuickBooks Online

Cash may be king, but people sure do love using their credit cards!

QuickBooks Payments is Intuit’s merchant services, fully integrated into your QuickBooks. These days, anyone can take credit cards, and your customers will pay you faster!

I’ll delve into taking credit cards for your customer payments, as well as using credit cards for you own purchases.

We’ll explore payment processing options including Square, PayPal, QuickBooks® Payments, and ACH.

I’ll demonstrate how to swipe a credit card on a smartphone, then learn how to manage the transaction in your accounting software.

We’ll also look at credit card spending, including the nuances of managing your own corporate credit card balances with main cards and subcards.

After taking this course, you'll know how to properly set up and implement the amazing features to get easy transactions, fast deposits, and automatic recording and tracking of payments.

Sign up now!


 After completing this course, you will be able to: 

  • Set up credit cards in QBO
  • Connect your credit cards to the Banking Feed
  • Enter transactions paying down your card
  • Set up merchant services
  • Take credit card and ACH payments from customers
  • Process daily batches so that they match your bank


What You’ll Learn in this Quickbooks training session

  • Adding credit cards to your Chart of Accounts 
  • Separating personal and business expenses
  • Managing corporate credit card accounts with multiple cards for employees
  • Accepting expenses from the credit card bank feed
  • The differences between Square, PayPal, and QuickBooks Payments
  • How to swipe a credit card on your smartphone
  • How Payments are processed in QuickBooks
  • Managing credit card batches
  • Sending invoices that allow clients to pay online.
  • Automating monthly payments so that you don't have to lift a finger!

What people are saying about this 'Credit Cards in Business & QBO' course:


By enrolling in any LIVE class by Royalwise, you'll also receive a recording of that class as a free bonus so you can pause, rewind, watch, & rewatch at your own pace for maximum retention.

Each Royalwise class is recorded live, & an edited copy is published to the course page within two weeks of the recording date. A notification will be sent to you within your OWLS portal once the recording is available.

While you wait, be sure to complete all of the quizzes or questionnaires for CPE credit, download any notes or handouts that you may have missed before class, and get your questions answered in the class discussions forum.


Instructional Level


Course Length

2 hours

Course Credits

2 CPE, Certificate of Completion

Field of Study


Delivery Method

Group Internet & QAS/Self Study

Who should take this class?

  • Anyone who uses credit cards to pay for business expenses 
  • Anyone who would like to be able to accept credit cards for customer payments
  • Business owners and bookkeepers that want to brush up on their skills

Prerequisites (Suggested)

Other learners purchased these courses after completing this class:  




Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!

Discover why so many business owners & accounting professionals are taking advantage of a Royalwise OWLS membership to gain valuable skills, earn CPE credit, & make more money.

With a Royalwise OWLS membership you’ll have the tools & support you need to achieve your business & professional goals. Enroll today to join a community of like-minded individuals & take advantage of all the benefits an OWLS membership has to offer!


OWLfred says, "Silver membership pays for itself in just two courses per month!"




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: 2 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: December 2022
Course Page Updated: February 2023

Here is the course outline:

1. How to Join the Live Zoom Webinar

Apr 4 10am .. 12pm

Click the link to learn how to join the webinar, on Tuesday April 4 at 10am - 12pm PST

pageText How to connect to the Zoom webinar

2. Download the Handout

Download the handout that goes with the course.

pageText Download the handout here

3. Using Company Credit Cards for Company Expenses

Learn all the best practices for managing Credit Cards for your company's expenses.

Biz View vs Accountant View
pageText Best Practices
pageText Frequent Flyer Miles
pageText Using the Banking Feed
pageText Paying for Inventory and Subcontracted Services
pageText Paying Your Credit Card Bill
pageText Corporate Credit Cards

4. Taking Credit Cards for Customer Payment

Most of your customers expect to be able to pay by Credit Card. Let's look at the options that work well with QBO!

pageText PayPal, Square, 3rd Party
pageText Running Credit Cards and ACH Through Invoices and Sales Receipts
pageText GoPayment and Swipers
pageText The Pay Invoice Button on Emails
pageText Recurring Payments
pageText Integration with QBO
pageText Refunding Credit Card and ACH Payments
quiz Review Questions: Credit Cards in Business

5. Take the Quiz

Show us what you know! While no one loves taking quizzes (except Alicia), answering these questions will reinforce your learning).

quiz Quiz: Credit Cards in Business
pieChart Evaluation & Participation Survey
pieChart Complete this survey for CPE Credit
quiz Quiz: Managing Credit Card Expenses
quiz Quiz: Taking Credit Cards


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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