CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Credit cards in QBO - Seamless Payments from Client

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Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Friday, August 28, 2020 | 09:00 AM EDT

  • CPA Canada
  • CPA/CITP
  • CMA
  • CPA
  • CVA
  • Tax Preparer

1 Credit

$10

Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

0.5 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Additional Dates

Jun 25, 2021 | 10:00 AM EDT Register
Jul 12, 2021 | 10:00 AM EDT Register

Course Description

QuickBooks® Payments is Intuit merchant services, integrated into your QuickBooks. These days, anyone can take credit cards; your customers will pay more quickly! A Credit Card gives the holder an option to borrow funds for purchases or for paying bills. You can set up your credit card account in QuickBooks Desktop to help you keep track of the charges and the payments made for the expense.

Major Topics Covered :

  • Taking credit cards for your customer payments and using credit cards for your own purchases.
  • Merchant services options including Square, PayPal, QuickBooks®Payments, and ACH payment processing. 
  • Swiping a credit card on a smartphone, then learn how to managing the transaction in your accounting software.
  • Nuances of managing your own corporate credit card balances with main cards and sub cards.

Recommended for : 

  • 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.

Learning Objectives

  • 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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Chief Accounting Officer
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • QB Pro Advisor
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

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