Skip to content
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

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

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: 

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


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

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 
  • 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: 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

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


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
Back to top