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Credit Cards In QBO- Seamless Payments From Client

4.4 (5)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

  • CPA (Canada)
  • CPA/CITP
  • CMA
  • CPA (US)
  • CGMA
  • PCP

Published: September, 2020

Before starting this self study program, please go through the instructional document.

Overview

  • Taking Credit Cards and ACH for Customer Payment
    3 mins
  • Setting up QB Paymnets
    14 mins
  • Limitations of Quickbooks Payments
    27 mins
  • All About Swipers
    29 mins
  • Recurring Payments Authorization Form
    42 mins

Course Description

Quick Books® 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
  • 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

4.4

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