May 2018

Void Transactions for QuickBooks Financial

How to Void Transactions in Instant Accept for Quickbook Financials

Need to quickly find out how to void transactions in Instant Accept or QuickBooks Financial?  This tutorial will help you walk through the few steps it takes to void your necessary transactions along with a follow through on creating a credit memo afterwards.

  1. Completely close out of your Quickbooks then open your Instant Accept desktop application (IA icon located on your computer’s desktop).
  2. Once you are logged in (using your IA credentials), select Voids/Refunds.

Void Transactions

  1. Select date range, customer name, and/or last 4 digits of the card number.

Transaction List

 

  1. Choose to either refund or void the transaction. If you choose to refund then you will be prompted to create a credit memo for this transaction for your Quickbooks record.

Create a Credit Memo

  1. Fill out the credit memo page with the information for that transaction and select Your refund is complete.

 

Find out about more benefits that Instant Accept Financial offers you and your business!  Contact Us Today!  (855) 220-2840 or complete the contact us form.

Process Payments in QuickBooks Update

Default Process Payments Update

This tutorial will help QuickBooks Pro, Premiere & Enterprise Users to process payments.

Did you know that you no longer have to worry about unchecking the “Process Payment when saving” box located within the “Customer Payment” screen?

Process PaymentsPlease follow these steps to eliminate that extra step:

  1. Click Lists
  2. Customer & Vendor Profile List
  3. Payment List
  4. Click Payment Method
  5. Click New
  6. Type Other
  7. Choose other (from drop down)
  8. Save

Go to Receive Payment screen, choose your customer, enter the amount and choose other for your payment method.  This will now be your default payment.  You no longer have to choose a credit card type on this screen.  Once you choose other it will now forever be your default.

After you populate the customer name and the amount to receive your line item should highlight on its own.  You are done!  Just click “Save and Close” and InstantAccept will pop up allowing you to process.

 

Find out more about Instant Accept and what it has to offer you and your business!  Contact Us Today!  (855) 220-2840