Skip to content
QBO Video Courses

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.

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

2 hours

Course Credits

2 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

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.

Advance Preparation 



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.

Learners rave: Find out why people love this course.

Discover the overwhelming praise as past learners share their experiences with this course. See what people are saying about this remarkable educational opportunity.


Evergreen Content

You'll have lifetime access to the on-demand course including all handouts and class material, including future updates. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again later as you apply what you learn to each situation as it crops up.


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!

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: April 2024

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here
Glossary of Terms

2. Credit Cards for Business in QBO (2023)

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.

Introduction and Agenda
Using credit cards to pay for company expenses
Frequent Flyer Miles
Setting up credit cards in QBO
Managing credit cards in the banking center
Paying your credit cards
Paying for inventory and subcontracted services
Corporate credit cards
Alternative to Credit Cards (Lines of Credit, Loans, and FinTech Options)
BONUS: Managing Corporate Credit Cards
Review Questions: Credit Cards in Business

3. 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


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
Back to top