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QBO Video Training

Credit Cards in Business Course


Course
Alicia Pollock
Purchase for $29

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

Course Description

QuickBooks® Payments is Intuit merchant services, integrated into your QuickBooks. These days, anyone can take credit cards; your customers will pay more quickly!

 

We’ll delve into taking credit cards for your customer payments, and using credit cards for you own purchases. We’ll explore merchant services options including Square, PayPal, QuickBooks®Payments, and ACH payment processing. We’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 the nuances of managing your own corporate credit card balances with main cards and subcards.

 

Instructional Level

Beginner through Advanced 

Course Length

1.5 hours 

Course Credits

2 CPE, Certificate of Completion

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
  • Bookkeepers and Accountants who wish to brush up on their skills.

What You’ll Learn 

  • 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!

Here is the course outline:

1. Where to take the class

Saturday, 9/7/19 @ 9am-4pm PST Click the links below for instructions

3 sections
Please let us know how you will be attending!
How to connect to the Zoom webinar (not required)
Where to attend in person (not required)

2. Download the Handout

Download the handout that goes with the course.

1 section
Download the handout here (not required)

3. Watch the Video: Merchant Services - Taking Credit Cards

If you use QBO, take credit cards with QB Payments. The rates are competitive with Square and PayPal. Your clients can pay their invoices online. You can run recurring payments automatically. QuickBooks will even batch deposit payments so that you don’t have do the work.

3 sections
All About QB Payments
Quiz: Taking Credit Cards Completion requirement
The GoPayment App

4. Watch the Video: Paying with Credit Cards

Learn to manage your credit card transactions in QuickBooks.

2 sections
Using Credit Cards for Expenses
Quiz: Managing Credit Card Expenses Completion requirement

5. Watch the Video: QB Payments and New Deposit Tab.

QB Payments and New Deposit Tab.

1 section
Watch the Video

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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