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Corporate Credit Cards in QuickBooks Online

  • CPA (US)
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Many companies view corporate credit cards as a necessity for running a business. Corporate credit cards are designed to offer companies a convenient way to handle business expenses and the ability to easily track expenses incurred by multiple staff members.

In reality, though, despite their benefits, corporate credit cards are often incredibly difficult for companies to manage. The struggles arise largely from the fact that corporate credit card accounts from major banks like Chase, Bank of America, or AmEx involve separate cards and account numbers for each employee. Having multiple cards causes headaches when companies try to manage them in popular software like QuickBooks Online.

When your company provides credit cards for their employees, it can be challenging to track spending, much less keep it correct on the balance sheet. Intuit’s QuickBooks Online Advanced Certification teaches one good way to do it, but I have another one that I prefer.

In this online CPE webinar, we will take a look at alternatives like Divvy, which allows you to manage employee credit card spending, budgets, and permitted categories.

Learning Objectives

  • To analyze how to add corporate credit card accounts with sub-accounts to QBO’s Chart of Accounts.
  • To explain the benefits and drawbacks of different ways to create credit card payments.
  • To analyze how to reconcile credit card statements.
  • To discuss Divvy, an alternative app to manage employee spending.

Recommended For

  • This CPE Webinar is recommended for CPAs and Accounting firms desiring to learn the credit card configuration in QBO.
  • This Online Course also explores Divvy, an alternative app to manage employee credit card spending, budgets, and permitted categories.

Who Should Attend?

  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

About Presenter

Talmage Egan

Senior Manager, Demand Generation, Divvy Expense Management

Talmage leads the marketing campaigns team at Divvy. He's spent the last 10 years of his career marketing across SaaS, BioTech, and (his kid's favorite) Commercial Playgrounds. He's worked with brands like Avis Budget Car Rental, WorkFront, and Domo. Talmage grew up in Salt Lake City Utah and spends his free time in the mountains with his family or playing the drums in a wedding band.

About Company

Divvy Expense Management

getdivvy.com/

Divvy is a secure financial platform for businesses to manage payments and subscriptions, build strategic budgets, and eliminate expense reports. By integrating real-time tracking for every business transaction, Divvy provides organizations with instant insight into their spend. With Divvy, you can make informed cash flow decisions, curb losses before they happen, and never have to save a receipt again.

For more information, visit getdivvy.com

About Presenter

Alicia Pollock, MAT,ACN,MOS

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions

Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.

With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.

About Company

Royalwise Solutions

royalwise.com/

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.

Sponsered By

Divvy Expense Management

getdivvy.com/

Divvy is a secure financial platform for businesses to manage payments and subscriptions, build strategic budgets, and eliminate expense reports. By integrating real-time tracking for every business transaction, Divvy provides organizations with instant insight into their spend. With Divvy, you can make informed cash flow decisions, curb losses before they happen, and never have to save a receipt again.

For more information, visit getdivvy.com

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • 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 still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.5

68 Ratings

Excellent

36

Very Good

28

Average

4

Poor

0

Terrible

0

JG

Joe Galea, CPA (US)

Jul 15th, 2022

Although I use QuickBooks online, we are moving to another platform (corporate driven from Switzerland). We do not have corporate credit cards. I found the course interesting and it left me wishing we were staying with QuickBooks online.

JH

Joseph Horne, CPA (US)

Jul 15th, 2022

Excellent presentation! Thank you.

KC

Kay Chaney, CPA (US)

Jul 15th, 2022

thk you

MS

Mary Steirer, Accountant, CPA (US)

Jul 15th, 2022

I am still using QB Desktop although Intuit seems intent upon shifting everyone to QB Online, so I thought I would see how the online version works. The presentation was very effective, but I think I will stick to the desktop version for a while longer

DM

Donna Mcnally, CPA (US)

Jul 15th, 2022

Good information and effective presentation

Corporate Credit Cards in QuickBooks Online

FREE

1 Credit

Subject Area

Accounting

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