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.
In this Quickbooks training session, you’ll learn about:
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Separating personal and business expenses
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The differences between liability funding and payment processors
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Adding credit cards to your Chart of Accounts and Banking Feed
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Entering expenses from the Banking Feed
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Purchasing products and subcontracted labor
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Methods of paying credit card balances in QBO
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Managing corporate credit card accounts with multiple cards for employees
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Using Venmo, PayPal, Zelle, and QuickBooks® Payments to pay others
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New Fintech spending solutions including Divvy and Relay
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After completing this course, you will be able to:
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Differentiate between the benefits and drawbacks of using credit cards as a funding source
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Recognize how to set up credit cards in QuickBooks Online
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Recognize the options for managing credit cards in QBO
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Identify alternatives to traditional credit cards
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Recall the steps to reconcile corporate credit cards
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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.
Instructional LevelBasic
Course Length1 hour
Course Credits1 CPE, Certificate of Completion
Field of StudyComputer Software & Applications
Delivery MethodQAS Self Study
Who should take this class?
Prerequisites (Suggested)
Advance PreparationNone |
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Evergreen Access (Made to Stay Current)
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Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.
Live Session + Replay Included
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If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.
While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.
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: 1 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: December 2025
Course Page Updated: March 2026
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Here is the course outline:
1. Download the Handout (Required for CPE Credit)Download the handout that goes with the course. (Required for CPE Credit) 3 sections
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2. Watch the Videos: Credit Cards for Business in QBO (December 2025)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. 11 sections
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3. Take the QuizShow us what you know! While no one loves taking quizzes (except Alicia), answering these questions will reinforce your learning). 2 sections
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Completion
The following certificates are awarded when the course is completed:
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Royalwise CPE Certificate |
