Credit cards in QBO - Seamless Payments from Client

4.5 (2)

Alicia Pollock, QB Pro Advisor

Royalwise Solutions

Wednesday, March 10, 2021 | 09:30 AM EST

  • CPA Canada
  • CITP
  • CMA
  • CPA
  • CVA
  • CFE

1 CPE | 1 CPD

$10

Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CPD credit (Verifiable) of Business Process Improvement for all CITP (AICPA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

email extinguisher: simple steps to shrink the inbox

(344)

Dec 31, 2020 | 02:30 PM EST View Details

executive overview of repatriation of foreign earnings (topic 606)

(3)

Feb 01, 2021 | 10:00 AM EST View Details

excel accountant: taming large spreadsheets

Feb 04, 2021 | 10:00 AM EST View Details

kpi’s (key performance indicators): how to implement them and achieve success through them

(5)

Feb 09, 2021 | 10:30 AM EST View Details

dealing with irs collections division (part i)

(207)

Feb 18, 2021 | 01:30 PM EST View Details

internal controls for businesses

(9)

Feb 26, 2021 | 10:00 AM EST View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

(69)

Feb 26, 2021 | 08:00 AM PST View Details

excel accountant: pivot tables part 1

Mar 01, 2021 | 09:30 AM EST View Details

quickbooks: tricky & complex situations for advance learners

(212)

Mar 01, 2021 | 09:30 AM EST View Details

year-end payroll updates (latest)

(744)

Mar 01, 2021 | 09:30 AM EST View Details

most profitable strategies for cpa firms: 11 specific strategies of the most successful cpa firms

Mar 01, 2021 | 09:30 AM EST View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(81)

Mar 01, 2021 | 10:00 AM EST View Details

annual federal tax update - individuals (form 1040)

(209)

Mar 01, 2021 | 10:00 AM EST View Details

estate and financial planning: latest topics and best techniques

(14)

Mar 01, 2021 | 10:00 AM EST View Details

intermediate/advanced course on educational tax credit benefits and financial planning

(984)

Mar 01, 2021 | 10:00 AM EST View Details

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
  • 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

Testimonial

4.5

(2)
50%
50%
0%
0%
0%