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QBO Video Courses

Credit Cards in Business


Course
Alicia Katz Pollock
Purchase for $29

Intuit merchant services integrates into QuickBooks®. Learn how to accept credit card payments, ACH, & swipers! Also manage corporate credit cards with subcards.

Using Credit Cards in QuickBooks Online Training 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

Beginner through Advanced 

Course Length

1.5 hours 

CPE Credits

1.5 CPE, Certificate of Completion

Delivery Method

QAS Self Study 

Field of Study 

Accounting

Who should take this Using Credit Cards in Quickbooks Online Training 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 in This Using Credit Cards in Quickbooks Training 

  • 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!

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions.

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

pageText Download the handout here

2. Using Company Credit Cards for Company Expenses

Learn all the best practices for managing Credit Cards for your company's expenses.

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

3. 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!

pageText PayPal, Square, 3rd Party
pageText Running Credit Cards and ACH Through Invoices and Sales Receipts
pageText GoPayment and Swipers
pageText The Pay Invoice Button on Emails
pageText Recurring Payments
pageText Integration with QBO
pageText Refunding Credit Card and ACH Payments

4. Take the Quiz

Show us what you know! While no one loves taking quizzes (except Alicia), answering these questions will reinforce your learning).

pieChart Complete this survey for CPE Credit
quiz Quiz: Managing Credit Card Expenses
quiz Quiz: Taking Credit Cards

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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