QuickBooks 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.

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.