Skip to content
Live Classes and Webinars

Credit Cards in Business and QBO

For someone else
Alicia Katz Pollock
For someone else
Purchase for $37 or enter access code

Business owners love credit cards to manage cash flow, but they are risky to use as a funding source. Learn to manage them in QuickBooks Online, especially corporate credit cards with subcards. We’ll also consider modern “fintech” alternatives.

Course Description | Using Credit Cards in QuickBooks Online

Business owners know that credit cards can be a great way to manage cash flow & increase their financial flexibility. However, they can also come with considerable risk.

To ensure that you are getting the most out of your credit cards while minimizing risk, it's important to properly manage them inside of QuickBooks Online.

In this course, we'll cover how to do just that - from adding credit cards to your Chart of Accounts & Banking Feed to setting up corporate credit cards with subcards for employees. We'll also look at tools to help you easily pay for goods, services and labor, as well as alternative ways to pay such as Venmo, PayPal, Zelle & QuickBooks Payments.

Finally, we'll investigate new Fintech solutions including Divvy & Relay to further expand your business's spending power.

So don't miss out - learn the ins & outs of credit card management with QuickBooks Online, and discover the modern solutions that could help you save time, money, & frustration.

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


In this Quickbooks training session you’ll learn about:

    • Separating personal and business expenses
    • The differences between liability funding and payment processors
    • Adding credit cards to your Chart of Accounts and Banking Feed
    • Entering expenses from the Banking Feed
    • Purchasing products and subcontracted labor
    • Methods of paying credit card balances in QBO
    • Managing corporate credit card accounts with multiple cards for employees
    • Using Venmo, PayPal, Zelle, and QuickBooks® Payments to pay others
    • New Fintech spending solutions including Divvy and Relay


 After completing this course, you will be able to: 

    • Differentiate between the benefits and drawbacks of using credit cards as a funding source
    • Recognize how to set up credit cards in QuickBooks Online
    • Recognize the options for managing credit cards in QBO
    • Identify alternatives to traditional credit cards
    • Recall the steps to reconcile corporate credit cards


Instructional Level


Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

Group Internet & QAS/Self Study

Who should take this class?

  • Anyone who uses credit cards to pay for business expenses
  • Companies who use financial technology (“Fintech”) funding sources
  • Bookkeepers and Accountants who wish to brush up on their skills.

Prerequisites (Suggested)

  • Our “QuickBooks® Online Bootcamp" live class/webinar, or...
  • Our "QuickBooks® Online Bootcamp" On-Demand video course or...
  • Prior QuickBooks® Online experience.

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.

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

Here is the course outline:

1. How to Join the Live Zoom Webinar

Apr 4 10am .. 11am

Click the link to learn how to join the webinar, on Tuesday April 4 at 10 - 11am PST

How to connect to the Zoom webinar

2. Download the Handout

Download the handout that goes with the course.

Download the handout here
Glossary of Terms

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
Best Practices
Frequent Flyer Miles
Using the Banking Feed
Paying for Inventory and Subcontracted Services
Paying Your Credit Card Bill
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!

PayPal, Square, 3rd Party
Running Credit Cards and ACH Through Invoices and Sales Receipts
GoPayment and Swipers
The Pay Invoice Button on Emails
Recurring Payments
Integration with QBO
Refunding Credit Card and ACH Payments
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: Credit Cards in Business
Quiz: Managing Credit Card Expenses
Quiz: Taking Credit Cards
Evaluation & Participation Survey
Complete this survey for CPE Credit (OLD)


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
Back to top