InstantAccept Online and Syncing Customer Details With QuickBooks
InstantAccept gives you the ability to update, edit or change your customer details. In the background your information is syncing with your customer details in your QuickBooks data file. You will still be able to edit or add customer details within your QuickBooks file directly from our computer. InstantAccept also has the ability to accept new and edited information such as:
Customer Name / Details
While making edits or changes, the new information will sync with QuickBooks updating the customer information with the new information. You have the choice to work solely within InstantAccept Online or between Quickbooks and InstantAccept. All information included within InstantAccept Online communicates directly back to your company file syncing any edits or new customer details that have been added.
With this option, it gives you the ability to do more whether you are mobile or sitting in front of your computer. You can give your employees the ability to add and edit customer information as needed while you can continue to process transactions through InstantAccept.
Contact Us Now or Call Us Now at (855) 220-2840 and see how we can help you! Sign up for a FREE Trial of InstantAccept Online Today!
Cannot View My QuickBooks Open Invoices Within InstantAccept Online
All QuickBooks open invoices should be viewable within your InstantAccept Online account when you are logged in. If for some reason you are not able to view your open invoices the following steps should help fix the issue.
NOTE: Before starting the walkthru process make sure you have the correct and most current QuickBooks data file.
Login to your InstantAccept Online account through your browser. Next you will follow the steps below.
Click “Connect to Quickbooks”
Log into your online Quickbooks account
Choose Company file
Once process is complete, your invoices and other company information should re-appear. If you continue to have issues with your QuickBooks data file not syncing with your InstantAccept Online account, please contact our technical support team or call us at (855) 220-2840.
QuickBooks Credit Memos and InstantAccept Desktop – Update
Are your credit memos not being created correctly because QuickBooks and your InstantAccept Desktop aren’t syncing correctly? The following update will affect QuickBooks Pro, Premiere and Enterprise Users.
InstantAccept Desktop can now auto generate credit memo numbers. To ensure your settings are accurate and everything is working properly. Because of this we are providing a quick and easy walk through to help fix this issue.
Please follow the steps below:
Open InstantAccept Desktop
Click “Number Generation”
Under “Invoicing Ref Number Generation”
Choose “InstantAccept Ref Number”
Under “Other Number Generation”
Choose “Credit Memo line”
Click “Auto Number Generation”
You will now be able to create credit memos within your InstantAccept Desktop without issues and the credit memo will then sync with your QuickBooks data file.
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.
Did you receive the following message? Oh no, InstantAccept isn’t popping up when I try receiving payments!!!!!
Then the following walk through will help you with this issue. This walk through is for InstantAccept Desktop users using QuickBooks Pro, Premiere and Enterprise.
Sometimes QuickBooks is still running in the back ground and we just need to end the process. Follow these simple steps to resolve your issues with receiving payments.
Right Click on the task bar on your computer.
Click start task manager and a box will pop up on your screen.
Under processes locate QB32.exe, highlight the row and then press end task. (QB32.exe may look different from the one on this screen.)
When you notice that InstantAccept isn’t popping up make sure you have closed out of QuickBooks before starting the above steps. If QB32.exe isn’t in the task manager then you contact Technical Support.