QuickBooks

Features and Enhancements for August 15, 2020

Instant AcceptAugust 15, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesACH, Billing Reports, Create Recurring, Credit Card, Customer Record, Hierarchy, Instant Accept Plugin, Instant Accept Settings, Invoices, Provisioning Updates, QuickBooks, Sign Up LinksNo Comments

Instant Accept What’s New New Instant Accept Signup Link Updates and Changes Instant Accept Signup enhancements ACH Billing Reports improvements Hierarchy UI – Main action buttons in solid filled color Station Provisioning UI and functional changes Renamed unclear entity and entity user permission names Removed old style GHS drop-down list Instant Accept SaaS and Plugin […]

Bug Fixes for August 15, 2020

Instant AcceptAugust 15, 2020Bug Fixes, Instant Accept, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesBilling Information, Create Invoice, Create Login, Customer Information, Customer Potal, Edit Customer Information, Edit Invoice, Email Invoice, Gateway Sync, Instant Accept Installer, Instant Accept Plugin, Instant Accept POS, Instant Accept SaaS, Invoices, Make a Sale, QuickBooks, QuickBooks Financial, QuickBooks Online, Saas QuickBooks Desktop, SaaS QuickBooks Financial, Stored Profile, Transactions, Unpaid Invoices, Virtual Terminal1 Comment

Instant Accept 1.74.15 installer – Checking the status of background service throws an error IA SaaS QB Desktop – Email Invoice to Customer > Create Login – Error: Specified Cast is not valid Gateway Sync > Create Invoice to merge the transaction – UX bugs Instant Accept SaaS and Plugin Billing Information and CustomerName:Job is […]

QuickBooks Desktop and Instant Accept Demo

Instant AcceptAugust 12, 2020Demos, How Tos, Instant Accept, Instant Accept Demos, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Tips, VideosCustomer Record, Email Invoice, Email Receipts, Instant Accept Demo, Instant Accept Settings, Instant Accept Videos, Instant Accept Walkthroughs, Invoices, Pay Invoices, Process Payments, QuickBooks Desktop, QuickBooks Profile, Sales Tax, tokenization, Transaction Receipts, Unpaid Invoices, Void InvoiceNo Comments

Link to video on YouTube. QuickBooks Desktop and Instant Accept Demo Video Transcription: Hello, and welcome to the instant accept installation video for QuickBooks Desktop. In this video, we will go over how to set up your instant accept account with QuickBooks. We will walk through how to sync your instant accept account with your […]

Features and Enhancements for May 12, 2020

Instant AcceptMay 12, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesBatch Emails, Print Receipts, Products & Services, Provisioning Updates, QuickBooks, Terminal Manager, Terminal Station, UI Fix1 Comment

Instant Accept What’s New New ‘Fees Report’ added Updates and Changes Added tool tips to all products in Product & Services tab Station provisioning UI and functional changes – phase 1 Added ‘Print Receipt’ option in add / edit terminal from Terminal Manager and Station Instant Accept SaaS and Plugin Batch email should pick the […]

Bug Fixes for October 15, 2019

Instant AcceptOctober 15, 2019Bug Fixes, Instant Accept, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesBatch Summary Reports, Billing Information, Column Filters, Failed Payment Sync, Free Trial, Invoices, Journal Entry, Logins, Merchant, QuickBooks, QuickBooks Financial, QuickBooks Service, Report Scheduler, Transaction Reports, UI3 Comments

Instant Accept Report Scheduler not send reports Saving billing info for free trial merchant produces an error Left Menus visibility based on the page being loaded Sorting, Filtering and Exporting on Batch Summary report Instant Accept SaaS and Plugin Instant Accept QuickBooks Service – Saving login credentials produces an error “An unexpected error occurred. Please […]

Features and Enhancements for October 15, 2019

Instant AcceptOctober 15, 2019Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Receipt Design, Support, UpdatesInstant Accept Financial, Instant Accept POS, Instant Accept POS Updates, Pricing Plans, QuickBooks, Receipt Design3 Comments

Updates / Changes Added new compliant Receipt layout Removed Receipt Settings (user defined receipt templates) Added Monthly or Annual pricing plan selection for Add Link under Signup Links tab and default selection corresponds to the radio button selected when submitting billing (free trial and non free trial) Instant Accept SaaS & Plugin Displayed version # […]

Features and Enhancements for October 3, 2019

Instant AcceptOctober 15, 2019Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesLog Fields, QuickBooks, Receipt Design, Report Scheduler3 Comments

Instant Accept Push All Logs field added to terminal details. Receipt redesigned for compliance. Instant Accept Plugin validating product when loading Instant Accept V2 web pages Report Scheduler issues Release Version: 1.74.01 Other Updates This Month October 03, 2019 – Bug Fixes – Release Version 1.74.01 October 15, 2019 – Enhancements – Release Version 1.74.03 […]

Instant Accept Features and Benefits

Instant AcceptSeptember 21, 2018Features, Instant Accept, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, QuickBooks PremierQuickBooks, QuickBooks Desktop, QuickBooks Financial, QuickBooks Online, QuickBooks POSNo Comments

Have all the functionality of QuickBooks®. Instant Accept offers merchants who use QuickBooks® POS, QuickBooks® Financial or QuickBooks® Online the ability to use any merchant service provider they choose. Everything you can do in QuickBooks® can be done in Instant Accept from any location where you have internet access, allowing you to manage everything from […]

Benefits of Using Instant Accept Financial

Instant AcceptSeptember 5, 2018Features, Instant Accept, Instant Accept Financials, QuickBooks Desktop, QuickBooks Financial, QuickBooks IntegrationBenefits, Instant Accept Desktop, Instant Accept Financial, QuickBooks Desktop, QuickBooks FinancialNo Comments

Instant Accept 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. Instant Accept Financial also gives you the ability to limit what parts of QuickBooks employees can access. Because employees work outside of QuickBooks with in […]

How to View Your Transaction History in Instant Accept Financial

Instant AcceptJuly 2, 2018How Tos, Instant Accept, Instant Accept Desktop, Instant Accept Financials, Instant Accept Legacy, Instant Accept V1.0, QuickBooks Desktop, QuickBooks Financial, QuickBooks IntegrationInstant Accept Financial, Instant Accept Financial Walkthroughs, Instant Accept Financials Tutorials, QuickBooks Financial, Transaction HistoryNo Comments

Viewing Transaction History in Instant Accept Financial How To In order to view your transaction history in Instant Accept Financial, you must open your Instant Accept desktop application, login and select “Transactions”. Next search the date range of the transaction you are trying to look up. After the transactions pull up, you have the option […]