InstantAccept Desktop

Creating QuickBooks Credit Memos

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:

  1. Open InstantAccept Desktop
  2. Click “Settings”
  3. Click “Number Generation”
  4. Under “Invoicing Ref Number Generation”
    1. Choose “InstantAccept Ref Number”
  5. Under “Other Number Generation”
    1. Choose “Credit Memo line”
      1. 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.

Receiving Payments is Not Working Properly

Receiving Payments Issues

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.

 

  1. Right Click on the task bar on your computer.

 

  1. Click start task manager and a box will pop up on your screen.
  1. 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.

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.

Processing Card Transactions

Processing Card Transactions in InstantAccept Desktop Tips

This is a common misstep when processing card transactions within this InstantAccept Desktop.  When you’re done entering the card holders information (screen below) some merchants think they should click “process”, but if you notice, “process” is faded out in gray.

This walk through is for QuickBooks Pro, Premiere & Enterprise Users.

 

This is actually the “save” screen:

Card Processing Transactions Screen

 

After you click “save”, you will then be prompted to the process screen.

 

Should you continue to have issues please contact Technical Support.