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Intuit merchant services integrates into QuickBooks®. Learn how to accept credit card payments, ACH, & swipers! Also manage corporate credit cards with subcards.
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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!
Instructional LevelBasic
Course Length2 hours
Course Credits2 CPE, Certificate of Completion
Field of StudyAccounting Delivery MethodGroup Internet & QAS/Self Study Who should take this class?
Prerequisites (Suggested) |
Other learners purchased these courses after completing this class:
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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!
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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: December 2022
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 1 section
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2. Download the HandoutDownload the handout that goes with the course. 1 section
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3. Using Company Credit Cards for Company ExpensesLearn all the best practices for managing Credit Cards for your company's expenses. 7 sections
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4. 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! 8 sections
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5. Take the QuizShow us what you know! While no one loves taking quizzes (except Alicia), answering these questions will reinforce your learning). 5 sections
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Completion
The following certificates are awarded when the course is completed:
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Royalwise CPE Certificate |
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