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QBO Video Courses

Connect to PayPal, Square, and Etsy


Course
Alicia Katz Pollock
Purchase for $27

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.

 

Webinar 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!

 

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 to Advanced

Course Length

1.5 hours

Course Credits

1.5 CPE, Certificate of Completion

Field of Study

Accounting/Bookkeeping

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

 

Watch it Again Later 

Can't make this date? Register anyway! You'll have lifetime access to the recordings, handouts, and Q&A forum. You'll be able to ask questions even after-the-fact!

The recording of the webinar will be added to this course within two weeks.

 

 

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!


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

Coming soon...

pageText Intro and Agenda: Connect to PayPal, Square, and Etsy
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?

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!

pieChart Complete this survey for CPE Credit
quiz QB Payments Merchant Services

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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