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QBO Video Courses

Connect to PayPal, Square, and Etsy


Course
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For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $27 or enter access code

QuickBooks Online has free built-in integrations to manage your PayPal, Square, and Etsy e-commerce sales and electronic payments. Learn how each app works, as well as alternatives for when you don’t want to import every sale into QBO.

 

Course Description 

E-commerce has become the new normal. You can’t escape it! Nowadays, everyone is shopping online or paying for everything electronically.  Today more than 13% of ALL transactions in the United States are made online or go through an e-commerce based point-of-sale system, and it’s just going to increase from here.

 

If you’re in business today, it’s crucial that you know how to integrate e-commerce with your QuickBooks® Online, or you’re going to waste a lot of time and make a lot of financial mistakes. 

 

Whether you’re a crafter selling your creations on Etsy, or a retail store using Square as a point-of-sale system, you need a way of recording your income in QuickBooks Online...and do it without creating duplicated systems. 

 

QBO to the rescue! QuickBooks Online simplifies the process and has pretty much done the work for you.

 

Intuit has created three “Connect to….” app integrations that talk to your merchant services systems to import your PayPal, Square, and Etsy sales.

 

Some companies want to import every transaction with customer detail. Others only need a daily or monthly summary. We’ll explore the pros and cons of each approach and then demonstrate all three integrations so you can set them up on your own.

 

Importing your sales from e-commerce websites and electronic payment methods into QBO has never been easier!

 

And if these apps aren’t right for you, we’ll also explain clearing accounts, a simplified “sledgehammer” approach to e-commerce bookkeeping. We'll also talk about what to do with transaction fees!

 

Whether you’re just starting to sell online, or you’re a seasoned pro that just wants to make their process a little more streamlined, this course is for you!

 After completing this course, you will be able to: 

  • Connect common payment gateways to QBO
  • Decide to import individual transactions or daily summaries
  • Use clearing accounts for bulk entry
  • Understand how to manage merchant fees

 

What You’ll Learn 

  • PayPal and Square vs. QuickBooks Payments to receive money
  • Why Venmo isn’t a good idea
  • Managing transaction fees
  • Do you want to bring in every transaction or a summary?
  • Do you want to bring in every customer name, or put all sales under each channel?
  • The Connect to PayPal integration
  • The Connect to Square integration
  • The Connect to Etsy integration
  • Connecting to Venmo
  • How to use a clearing account for minimal management

 

Instructional Level

Intermediate

Course Length

1.5 hours

Course Credits

1.5 CPE, Certificate of Completion

Field of Study

Accounting

Delivery Method

QAS Self Study

Who should take this class?

  • Bookkeepers and Accountants with e-commerce clients.
  • Business owners who take payments using PayPal, Square, and Etsy
  • Prior QuickBooks® Online experience

 

Other learners purchased these courses after completing this class:  

 

Why pay full price? Sign up for a Royalwise OWLS Membership

and get this course and more for one low monthly price.

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: www.nasbaregistry.org.

 





Course Credits: 1 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: December 2021

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

pageText Download the handout here

2. Watch the Videos: Connect to PayPal, Square, and Etsy

Coming soon...

pageText Intro and Agenda: Connect to PayPal, Square, and Etsy
Biz View vs Accountant View
pageText eCommerce Considerations
pageText How to Import Sales
pageText QBO's Built-in Integrations
pageText How to Sync with Square
pageText Sync with Etsy
pageText Conclusion. What's next? Learn something, need more help?
quiz Review Questions: PayPal, Square, and Etsy

3. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

quiz Quiz: Connect to PayPal, Square, and Etsy
pieChart Evaluation & Participation Survey
pieChart Complete this survey for CPE Credit
quiz QB Payments Merchant Services

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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