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Credit cards in QBO - Seamless Payments from Client

Access Self Study for Free

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

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.

This online CPE QuickBooks webinar covers the following key topics:

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

Overview

  • Using Credit Cards for Company Expenses
    4 mins
  • Using QBOs Banking Feed
    17 mins
  • PayPal and Square
    31 mins
  • ACH Payments
    45 mins
  • The Pay Invoice Button on Emails
    61 mins

Who Should Attend

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

Self-Study Webinar Qualifies For

  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Accounting for CPA in Canada
  • 1 CPE Credit of Accounting for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Accounting for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Accounting for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

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.

Additional Information

Course Level

Basic

Credits

1

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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.

Ratings and Review

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4.4

121 Ratings

Excellent

68

Very Good

41

Average

10

Poor

2

Terrible

0

AT

Akash Thakur, CPA (US)

Dec 26th, 2023

The session was extremely valuable and informative. I express my gratitude for the insightful information shared, which has greatly enriched my understanding of the subject matter. Thank you for a truly productive session.

KD

Kara Deis, CPA (US)

Aug 29th, 2023

These QBO courses by Alicia Pollock are extremely helpful. The videos are great.

AR

Ashvinkumar Rathod, Others

Apr 19th, 2024

It's a good platform to learn from beginner to advanced levels.

RU

Rosa Urbina, EA

Sep 10th, 2023

very helpful training and great instructor

AK

Austin Klinker, CPA (US)

Dec 19th, 2023

Great overview of this QBO tool

1 Credit

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Subject Area

Accounting

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  • Access on Mobile, Tablet and Desktop

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