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Credit Cards in Business
Course
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Alicia Pollock
Intuit merchant services integrates into QuickBooks®. Learn how to accept credit card payments, ACH, & swipers! Also manage corporate credit cards with subcards.
Course Description
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!
We’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.
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 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!
Instructional Level
Course Length
Course Credits
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. Download the HandoutDownload the handout that goes with the course. 1 section
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2. Using Company Credit Cards for Company ExpensesLearn all the best practices for managing Credit Cards for your company's expenses. 6 sections
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3. Taking Credit Cards for Customer PaymentMost of your customers expect to be able to pay by Credit Card. Let's look at the options that work well with QBO! 7 sections
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4. Take the QuizShow us what you know! While no one loves taking quizzes (except Alicia), answering these questions will reinforce your learning). 3 sections
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Completion
The following certificates are awarded when the course is completed:
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Royalwise Credit Certificate |
