Merchant Services

New Training Classes Offered for Small Business Development Centers


Course Name Description Training Materials Provided Time / Length
COURSE A:

"Everything you Need to Know About Accepting Credit Cards"		 Essential information for businesses considering or currently accepting credit cards.

* Beginners and advanced merchants welcome. Use of QuickBooks is not required.		 Instructor materials
Training Course A Marketing Template (DOC 73K)
Educational CD

Student Hand outs
Educational CD

Information Sheets
Merchant Services Product Grid (PDF 47K)
(No QuickBooks Required)
Credit Card Processing Kit (CCPK) Rebate Form (PDF 80K)
Credit Card Processing Kit Article (PDF 154K) 		2 Hours
COURSE B:

"QuickBooks Merchant Service Supplement"		 Introduction to QuickBooks Merchant Services.

* Designed for attendees of existing QuickBooks Course		 Instructor materials
Training Course C??? Marketing Template (DOC 79K)
QBMS PowerPoint Supplement w/ speaker notes (PPT 3.18MB) (including demo below)
QBMS Demo (PC) (SWF 815K)

Student Hand outs
Educational CD
Merchant Services Product Grid (DOC 159K) (For use with QuickBooks)
Training Course C Marketing Sheet (DOC 82K) 		10-20 minutes
COURSE C:

"Accepting Credit Cards — Featuring QuickBooks Merchant Services"		 Explains how to accept credit cards with QuickBooks and provides tips to reduce the risk and costs associated with processing.

* For intermediate and advanced QuickBooks users		 Instructor materials
Training Course C Marketing Template (DOC 79K)
Educational CD
QBMS PowerPoint Class Curriculum w/ speaker notes (includes demos below) (PPT 3.18MB)

All QBMS .swf Demos
QBMS Demo (PC) (SWF 815K)
QBMS Demo for Terminal Demo (SWF 949K)

All QBMS .swf Lessons
QBMS Reconciliation (PC) (SWF 531K)
QBMS Terminal Download (SWF 973K)
QBMS Transaction (PC) (SWF 568K)

Student Hand outs
Educational CD
Merchant Services Product Grid (For Use With QuickBooks) (DOC 159K) 		3.5 Hours

Training Course and Counseling Preparation


For Training Courses:

  1. Download all of the blue linked materials for your course.
  2. Download the Macromedia Flash player (this will enable you to play all demos and lessons on the following page, including those embedded within PowerPoints for Course B and Course C).
  3. Use the training marketing template sheet to advertise the course to your small business clients with your customized information.
  4. Be sure to order enough Educational Credit Card Processing CDs 3 weeks prior to the day of your class.
  5. Before the day of your class, please review the Educational CD and appropriate PowerPoint decks, if applicable.
  6. Please print and distribute appropriate handouts for each student in class based on course type A, B or C.

For One-on-One Counseling:

  1. Order Educational CDs by clicking the blue "Educational Credit Card Processing CD" link which will direct you to an ordering page.
  2. Download, print and distribute handouts (click links below) and distribute Educational CDs based on the specific needs of your small business clients, i.e. is your small business client a QuickBooks user or a new business owner for example.
  3. If you would like to play any demonstrations or lessons relating to QuickBooks Merchant Services during counseling, please click the link to play the demo. These files are located under Training Courses B and C.

Recommended handouts accompanying the CD for NON QuickBooks users and New Business Owners include:

Recommended handouts accompanying the CD for Existing QuickBooks users include:

For more information or any questions relating to Merchant Services regarding One on One Counseling and/or Training Courses, please contact Jude DiClemente at (866) 697-9100 or send e-mail to: jdiclemente@innovativemerchant.com


For more information contact Jude DiClemente at (866) 697-9100 or send E-mail to jdiclemente@innovativemerchant.com