Credit cards in QBO - Seamless Payments from Client

Course Details

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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.

Webinar Qualifies for

  • 1 CPE credit of Computer Software & Applications for all CPAs
  • 1 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

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

About Presenter

A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula. She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions.


Founded by Jamie Pollock and Alicia Katz Pollock, Royalwise is an Apple, Microsoft, and Intuit-certified computer training and support company. We are certified to train and support all Apple products, Microsoft Office, QuickBooks on any platform. As a member of the Apple Consultants Network, we are certified by Apple to support all desktop machines running OS X and mobile devices running iOS. We have vast experience with iPads and iPhones, and how to configure and utilize iCloud to sync your data seamlessly.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

upcoming Live CPE Webinars

BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
Friday, September 18, 2020 | 08:00 AM PDT View Details/Register
QBO: For Progress Invoicing and Job Costing with Latest Updates
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Budgeting using Excel
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
DUTY TO REASONABLY ACCOMMODATE: THE ADA, TITLE VII & FMLA
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
Best Overview on Individual Tax Updates 2020 (Basic)
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
Revenue Recognition Considerations for Not-for-Profit Entities
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Monday, September 21, 2020 | 08:00 AM PDT View Details/Register
Yellow Book Boot Camp: Part 1 – Introduction to NFP and Governmental Accounting & Auditing
Monday, September 21, 2020 | 08:00 AM PDT View Details/Register
The Secure Act Is Now Law: Are You Fully Prepared? THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSIDER EVERYTHING! A NEW PRESENTATION FILLED WITH FRESH IDEAS
Monday, September 21, 2020 | 11:30 AM EDT View Details/Register
Opportunity Zone Fundamentals – Structure, Compliance Requirements And Tax Filing Mechanics
Monday, September 21, 2020 | 12:00 PM EDT View Details/Register
The IRS Offer in Compromise Program
Monday, September 21, 2020 | 12:00 PM EDT View Details/Register
HOW TO STRATEGIZE YOUR FIRM’S GROWTH AND EXPAND MARGINS IN THE NEW WORLD
Monday, September 21, 2020 | 01:00 PM EDT View Details/Register
MERCHANT ACCOUNT NIGHTMARES: THE SHADY WORLD OF CREDIT CARD PROCESSING FEES
Monday, September 21, 2020 | 01:30 PM EDT View Details/Register
  • Cost $10
  • CPE Credits 1
  • CPD Credits 1
  • Subject Area Computer Software and Applications
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Accountant QB Pro Advisor CPA - Small Firm CPA - Mid Size Firm Accounting Firm Young CPA CPA in Business Entrepreneurial CPA Tax Accountant (Industry) Accounting Practice Owners Senior Accountant Accounts Director Chief Accounting Officer Entrepreneurial Accountant Accounting Managers Staff of Accounting Firm
  • Handout Material Download

upcoming Live CPE Webinars

BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
Friday, September 18, 2020 | 08:00 AM PDT View Details/Register
QBO: For Progress Invoicing and Job Costing with Latest Updates
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Budgeting using Excel
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
DUTY TO REASONABLY ACCOMMODATE: THE ADA, TITLE VII & FMLA
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
Best Overview on Individual Tax Updates 2020 (Basic)
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
Revenue Recognition Considerations for Not-for-Profit Entities
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Monday, September 21, 2020 | 08:00 AM PDT View Details/Register
Yellow Book Boot Camp: Part 1 – Introduction to NFP and Governmental Accounting & Auditing
Monday, September 21, 2020 | 08:00 AM PDT View Details/Register
The Secure Act Is Now Law: Are You Fully Prepared? THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSIDER EVERYTHING! A NEW PRESENTATION FILLED WITH FRESH IDEAS
Monday, September 21, 2020 | 11:30 AM EDT View Details/Register
Opportunity Zone Fundamentals – Structure, Compliance Requirements And Tax Filing Mechanics
Monday, September 21, 2020 | 12:00 PM EDT View Details/Register
The IRS Offer in Compromise Program
Monday, September 21, 2020 | 12:00 PM EDT View Details/Register
HOW TO STRATEGIZE YOUR FIRM’S GROWTH AND EXPAND MARGINS IN THE NEW WORLD
Monday, September 21, 2020 | 01:00 PM EDT View Details/Register
MERCHANT ACCOUNT NIGHTMARES: THE SHADY WORLD OF CREDIT CARD PROCESSING FEES
Monday, September 21, 2020 | 01:30 PM EDT View Details/Register