InstantAccept Online

Benefits of Using InstantAccept Online With QuickBooks

Benefits of Using QuickBooks and InstantAccept

InstantAccept Online seamlessly integrates with your QuickBooks Online account and gives you the ability to quickly and easily accept payments. While accepting payments your payment processing data and Quick Books sync in the background.  Relieving the stress and worry about re-keying errors or issues.

We give business owners the ability to limit their employees access.  You can choose to give full rights to all information within your QuickBooks data or if you have employees that only need limited access you can choose what sections they can access.  This helps alleviate errors and limit issues that come from having access to areas that they otherwise need not be in.

InstantAccept also helps the issues that come from re-keying information.  No more possible duplicate or incorrectly entered data entries for your credit card transactions. Because InstantAccept syncs all transactions directly with QuickBooks data and sync other transactions with Quick Books Online easily with our Gateway Sync feature.

InstantAccept gives you the capability to do the same things you would do in QuickBooks.  For example, you can create new invoices and new customers right in InstantAccept and will sync back with your QuickBooks data.

 

View a DEMO of Instant Accept Online and Sign up for a FREE Trial Today or Contact Us Today! (855) 220-2840.

Syncing Customer Details in QuickBooks

InstantAccept Online and Syncing Customer Details With QuickBooks

InstantAccept OnlineInstantAccept 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
  • Items
  • Sales Tax

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 Today!

 

Issues Viewing QuickBooks Open Invoices

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.

  1. Click Settings
  2. Select Add-Ons
  3. Click “Connect to Quickbooks”
  4. Log into your online Quickbooks account
  5. Choose Company file
  6. Click Authorize

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.

InstantAccept Online Video Demo

InstantAccept Online Video: Learn How it Works With QuickBooks Online

Hello and welcome to the InstantAccept Online Video Demo. Today I am going to show you how InstantAccept Online works with QuickBooks Online.

The most important thing to be aware of, is that InstantAccept Online automatically syncs to QuickBooks Online in real-time.

 

InstantAccept Online Demo Video Transcript:

Once you log in to your InstantAccept Online account, the first screen you will see is the dashboard. The dashboard includes quicklinks so that you can easily navigate through InstantAccept Online. You can also use the tabs on the left had side of your screen for navigation as well.

Breaking Down Your Options

Our second tab down is Chart of Accounts. This piece is data that is synced in from your QuickBooks Online so that you don’t have to keep switching screens and so that the data is easily accessible while you are working within InstantAccept Online.

The next tab down is the Customers tab. Here you are able to search for customers by name or view a list of customers that are active or inactive. You are also able to add a customer on this page by clicking the customer add button. Once you add the customer, the customer information will be synced back to your QuickBooks Online.

Under Items, you can search for items by name or you can view a list of all, taxable or nontaxable items. You are also able to add items on this page by clicking the item add button. Once you add the item, the item information will be synced back in to your QuickBooks Online.

Under Sales Tax, you are able to see all of the configured sales taxes inside of your QuickBooks Online.

Invoices & Payments

Under Invoices, you are able to view unpaid or paid invoices. You can search for an invoice by the customer name or invoice number and you can also create an invoice from this screen. You also have the ability to batch email all of your unpaid invoices out so that you can send them out all at once or you can email them one at a time. The emailed invoice will include a PDF of the invoice and a paylink for the customer to make a payment online.

When you click Pay Invoice it brings you to the Payments page. The top of this page is the invoice details. You then choose your card type and the account you want this transaction to show up in. Scrolling down to the bottom of the page, is where you swipe or key in your card information. Once all information is completed, click the green payment button to process the payment. When your payment processes successfully, you will get a green successful message at the top of your screen, as well as, a button to print the receipt.

Gateway Sync

Finally, the last tab is gateway sync. This feature is specific to InstantAccept. It’s ideal for anyone who is interested in taking payments from other payment sources which easily syncs back to QuickBooks Online. For example a shopping cart, mobile app or gateway must be connected to the same gateway account InstantAccept is connected to.

How it works

Choose your date range that the transactions were processed within, then click search. A list of transactions for that time period will appear. Next, choose the invoice that you would like the payment attached to. Now choose the account you would like the transactions to show up in. Once you do that you click process import.

The information is synced right back in to your QuickBooks Online.

 

This concludes our InstantAccept Online Demo, if you have any questions please feel free to reach out to us at (855)220-2840 or contact us.

How to Pay Invoice in InstantAccept Online

Pay Invoice Within InstantAccept and QuickBooks Online

This walk through shows you how to pay invoice within InstantAccept Online and syncs with your QuickBooks data. Quickly and easily apply payments to invoices by following these simple steps. When payments are applied to invoices, the information automatically syncs with your QuickBooks in the background. Letting you worry about your business instead of keying information multiple times.

  • Log in to your account at InstantAccept
  • Click on the QuickBooks Online drop down on the left hand side of the screen
  • Click on “Invoices”QuickBooks Online Menu
  • Choose the invoice you would like to pay.
    NOTE: You can use the search fields at the top of the screen or scroll down to the bottom of the invoice screen.Invoice List - Select which invoice to pay.
    • Click the “Pay Invoices” button to the right of the Invoice you would like to receive payment on.
    • Complete the payment fields on the payment screen.Payment Screen
  • Once all fields are completed, click the “Payment” button.Payment Buttons
  • Once payment is received, you will see a successful message or a decline message at the top of your screen. You can also print a receipt from here.Payment Success or Decline Message

 

View a DEMO of Instant Accept Online and Sign up for a FREE Trial Today or Contact Us Today! (855) 220-2840