InstantAccept Financials

Benefits of Using InstantAccept Financial

Benefits of Using InstantAccept with QuickBooks Financial

InstantAccept works within your QuickBooks Financial and gives you the ability to still be able to take payments through your customer payment screen or through the sales receipt screen. InstantAccept Financial also gives you the ability to limit what parts of QuickBooks employees can access.  Because employees work outside of QuickBooks with in the InstantAccept Desktop Point of Sale it gives you more control over how your business is run and what information is viewable to your employees.

With InstantAccept Financial a part of your bookkeeping, you will eliminate re-keying with the Desktop Point of Sale since it. All while syncing automatically in real time to your QuickBooks Financial. You will also have the ability to sync other transactions back to your QuickBooks easily with our Gateway Sync feature. Then you can email invoices out with a Paylink, giving your customers an easy online payment option.

View the Demo of InstantAccept Financials

 

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

How to View Your Transaction History in Instant Accept Financial

Viewing Transaction History in Instant Accept Financial How To

In order to view your transaction history in Instant Accept Financial, you must open your IA desktop application, login and select “Transactions”.

InstantAccept Financial Dashboard

Next search the date range of the transaction you are trying to look up. After the transactions pull up, you have the option to reprint/email the receipt as well.

InstantAccept Financial Transaction History Example

 

The transactions section of Instant Accept Financial will help you better organize your bookkeeping because you will know exactly what charges your processor will be paying you for.

 

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.

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.

InstantAccept Financial Video Demo

Accept Payments Today With InstantAccept Financial

InstantAccept Financial is not just another plugin, it is the only true integration with QuickBooks. The integration between InstantAccept and QuickBooks Financial is shown in the video below.  The video will show you how they work together and how it can benefit your business.

View the InstantAccept Financials video demo and find out how it works with QuickBooks Financial.

InstantAccept Financial Desktop

Sign up Now for InstantAccept Financial or start a Free Trial.

InstantAccept Financials also known as InstantAccept Desktop.

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

Refund Transactions for QuickBooks Financial

Transaction Refunds in Instant Accept for Quickbook Financials

Walk through our easy tutorial for transaction refunds.

  1. Completely close out of the Quickbooks program.
  2. Open Instant Accept Desktop application (IA icon located on your computer’s desktop).
  3. Once logged in (using your IA credentials), select Voids/Refunds icon.InstantAccept Opening Screen
  1. Select date range, customer name, and/or last 4 digits of the card number.Void / Refund Transaction Report Screenshot

 

  1. Choose to refund transaction. When you choose to refund then you will be prompted to create a credit memo for this transaction for your Quickbooks record.Do you want to create a credit memo screenshot
  1. Fill out the credit memo page with the information for that transaction and select Your refund is complete.