December 2017

InstantAccept Installation and Training

InstantAccept Walk Through Installation and Setup

Point of Sale TerminalInstantAccept is an all in one solution that makes the transition period for a business easy. We provide the installation of InstantAccept while remotely accessing your computer, allowing you to sit back and relax while we run the show. If you have multiple computers that need installation please let your technician know. They will need to access each computer individually for all installations.

After all installations are complete, the Instant Accept technicians walk you through all of the features and functionality of Instant Accept. You will also be provided with user guides and support information. If you need any additional follow up training or staff training let your tech know.

 

Find out how to start accepting payments today! Contact us or call us at (855) 220-2840! Do it Today!

InstantAccept Online and QuickBooks Online

QuickBooks Online “You can support that?”

InstantAccept has a unique integration to QuickBooks Online in a sense that it does not work like the other versions of InstantAccept.  Since Quick Books Online is a web-based SAAS we are not able to embed InstantAccept in to their website.  So what we have done is taken the idea of a separate POS piece that syncs automatically and in real time back to your QuickBooks.

Working Within InstantAccept Online

When working within InstantAccept Online you are able to process credit cards or ACH payments.  You are able to apply payments to

  • Existing QuickBooks Invoices
  • Create new invoices
  • Email individual invoices or batch email all invoices at once

Not only is InstantAccept Online easy to work in but it also gives you the ability to have your employees work outside of your QuickBooks to keep all of your sensitive data safe.   Allowing you control over the data information each employee can see.

Invoices Screen

QuickBooks Online and InstantAccept Invoice List Screen

Payments Screen

Payments Screen

What versions of Quick Books Online are supported by InstantAccept?

  • There is only one version of Quick Books Online out there. Of course, we support it.

Other System requirements for running InstantAccept:

  • Internet connection required – high-speed connection recommended
  • Supported browsers:
    • Chrome
    • Firefox
    • Internet Explorer 10

 

Find out more about InstantAccept and what it can offer you and your business!  Contact Us Today!  (855) 220-2840

InstantAccept Financial Overview

InstantAccept Financial “You can use it inside QuickBooks and outside of QuickBooks?”

When using InstantAccept Financial you are able to use it in more than one way.  When working within your QuickBooks Financial you are still able to take payments within your customer payment screen or through the sales receipt screen. But this is not the only way to use InstantAccept.  You can also use InstantAccept outside of your QuickBooks Financial software as a desktop POS for your employees to work within.

The company file data syncs back and forth in real-time. So all of the information is current and update to date whether you’re accessing your company file through QuickBooks or through InstantAccept.  When working within the desktop POS you can take:

  • all forms of payments on an invoice or a sales receipt
  • process batch payments on multiple invoices
  • create new sales receipts
  • create new invoices
  • add or edit customers
  • email invoices out with a paylink for your customers
  • and much much more.

The desktop POS allows you to keep your sensitive QuickBooks data private while letting your employees access the information that is needed and updates your QuickBooks simultaneously to save you the time and hassle of re-keying.

Working Inside of QuickBooks

QuickBooks Financial Screenshot

Working outside of QuickBooks in the InstantAccept Desktop POS

InstantAccept Financial Payment Screen

What versions of QuickBooks Financial are supported by InstantAccept?

There are many different versions of QuickBooks Financial and you can see below the versions that InstantAccept currently supports:

  • QuickBooks Financial Pro, Premiere and Enterprise
    • 2010 to current versions

Other System Requirements For Running InstantAccept:

  • 2.0 GHz processor: 2.4 GHz recommended
  • 1 GB RAM for single user
    • 2 GB RAM recommended for multiple users
  • 4x CD-ROM drive required for CD installations
  • Display optimized for 1024 x 768 screen resolution or higher with up to 1 Extended monitor
  • All online services and subscription based features, such as Advanced Inventory, require Internet access.
  • Windows:
    • US version of only
    • Regional Settings are supported when set to English (United States) with keyboard setting to US only
    • Administrator Rights required for the server computer when hosting Multi User Access

Interested in Learning More?

Please feel free to contact us for a free live demo with one of our InstantAccept experts!

Depositing Funds on a Sales Order

How to Make a Deposit on a Sales Order

After you create your Sales Order in QuickBooks POS you will click the drop down option that says ‘I Want to’ and choose IA Sales Orders.

Sales Order in QuickBooks POS

Select the Sales Orders you would like to take a deposit on (A). Then click ‘Take Deposit’ (B).

Sales Order List

Type in the deposit amount and click ‘OK’

Take a Deposit Screen

Swipe or type in your credit card information.

Click ‘Process’.

Credit Card Transaction Screen

Once the card processes successfully, click ‘Print’ to print a receipt or ‘Close’ to close out of the payment window.

Card Processing Successful or Declined

Close the sales orders list screen.

 

If this walk through does not help you try walking through the steps again or contact our technical support team or call (855) 220-2840.

InstantAccept Point of Sale Overview

How Does InstantAccept Point of Sale Work

The question I hear most often when talking about InstantAccept Point of Sale is “How does it work?” in this blog post I will go through how InstantAccept can work for you and your business. First, a little about InstantAccept Point of sale. InstantAccept POS is a seamlessly integrated solution that works right within your QuickBooks Point of Sale. You have the ability to take transactions from the Sales Receipt screen that your employees are already use to.

 

InstantAccept Point of Sale

 

Not only can you process transactions but InstantAccept allows you to process voids and refunds, save customer payment information in a PCI compliant vault, allows you to create a personalized receipt, supports all versions of customer orders, and adds additional reporting. InstantAccept supports both credit card and ACH transactions and since we are currently integrated with most major banks and processors you get the freedom to choose who you would like to run your business with.

What versions of QuickBooks Point of Sale are supported by InstantAccept?

First, you will need to determine which version of QuickBooks you are using as there are many different versions of QuickBooks Point of Sale. You can see below the versions that InstantAccept currently supports:

  • QuickBooks Point of sale are v10 and v11 Pro and Basic.

Other system requirements for running InstantAccept:

  • At least 2 GB of RAM for a single workstation installation
  • 1 GB of disk space (additional space required for data files)
  • Single user: 1.6 GHz processor (2.0 GHz recommended). Multiple users: 2.0 GHz processor (2.8 GHz recommended)
  • Optimized for 1024×768 screen resolution
  • Operating Systems (North American versions of Windows only):
  • Windows 7, 8 or 10
  • Windows Server 2008 (SP1 or later strongly recommended)
  • All Editions of Windows Vista (SP2 or later strongly recommended)
  • Windows Server 2003

Interested in Learning More?

Contact us for a free live demo with one of our InstantAccept experts!