QuickBooks Point of Sale

Selecting Default Receipt Printer

Setting Up Your Receipt Printer to Default on Your Computer

Your computer will not always set your receipt printer as your default printer.  So we have provided a quick walk through to help setup your printer as default.

 

Go to “Start Menu” on your computer located in the bottom left corner of the screen then go to Devices and Printers.

  1. Right click on the printer you are using for the computer.
  2. Then select “Set as default printer”.
  3. Open your IA POS Settings under your “I want to” option on your POS home screen.
  4. Select “Receipt Print”. (Make sure the default printer is set to the your printer that will print your receipts.)

Want to purchase a printer or replace your current printer, contact us today or view or receipt printers.

Refund Transactions Within QuickBooks POS – Option 2

Refund Transactions Within QuickBooks POS

The following steps will walk you through one option to be able to refund transactions.

  1. Click the “Make a Sale” icon in the center top of your QuickBooks POS screen.

NOTE: To utilize this option you will need to contact the InstantAccept support team at  (855) 220-2840.  They can then set you up for credits on the back end.

QuickBooks POS Screen

 

2. In the top of your QuickBooks POS screen you can either

  1. Scan or enter item information or
  2. type in the customer name or phone number.
    1. Choose the items that your customer would like to return.
    2. Click the grey “Credit” button at the bottom of your QuickBooks POS screen.
    3. Choose your “Card Type”.

NOTE:  Make sure to Click the “Return Item” button as shown below.

QuickBooks POS Return Item Screen

3. The ‘Sale’ pop up window opens. Here you can either

  • click ‘Swipe’ if you would like to swipe the customers credit or debit card or
  • click ‘Manual’ if you would like to manually key in your customers credit card information.

4. Click the “Process” button.

QuickBooks POS Processing Screen

 

5. Click the “Print” button to print out your receipt or “Close” to exit the payment window

QuickBooks POS Print Screen

 

6. Click “OK” on the ‘Change’ screen.

7. Click the “Save Only” button or the “Save & Print” button.

QuickBooks POS Save Screen

 

Needing additional help? Contact Technical Support. (855) 220-2840

Issue a Refund Within QuickBooks Point of Sale

Option 1: Issuing a Refund in QuickBooks Point of Sale

Need to refund a transaction?  Walk through this tutorial about issuing a refund.

Click on the “Sales History” icon in the center top of your QuickBooks Point of Sale screen.

Issuing a Refund in QuickBooks

 

Go to the top center of your QuickBooks Point of Sale screen. In the “Search” box type in the customer name or your customers receipt number.

Search for Receipt in QuickBooks

 

A pop up window will open with the information relevant to your search.

Receipt Search Results Window

 

Within the pop up window, Click once on the item(s) you would like to return.

Click the “Add selected items” button.

Choose Receipt

 

Click on the item(s) you would like to return.

A pop up windows will open up stating “You are now using InstantAccept.”

Follow these steps to complete refund.

  1. Select “Refund”
  2. Enter amount of refund in the “Amount” Box
  3. Select the “card type” icon used for original transaction.
    NOTE: This must be the same card used for the original transaction.
  4. Press “Enter”

Select a Transaction for Refund

 

Verify Refund Information Screen.  A pop up window will show information you have entered.  Verify that your information for the refund is correct before clicking “Refund”.

verify refund

 

The pop up window will then show the ‘Credit ID Validation Number”.

Click the “Close” button.

refund screen

 

Click ‘Save Only’ or ‘Save and Print’

 

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.

Voiding Transaction Within InstantAccept Point of Sale

Part A: Voiding Transaction in InstantAccept POS

Follow these steps for voiding transaction in InstantAccept POS and QuickBooks POS.

Click on the ‘Sales History’ icon is the center top of your QuickBooks Point of Sale screen.

 

1: Search by customer name or receipt number.

2: Choose the receipt that you would like to void in the center column and click on it.

3: Click the blue “Reverse” button on the left side of your QuickBooks Point of Sale screen.

 

In the center column, where you selected your receipt you wanted to void, you should see a new item.

NOTE: The “Status” column should reflect it as ‘Returned’.

You will then see a popup window that states “Receipt (#) has been voided successfully.”  Click “OK”

Make a Sale in InstantAccept Point of Sale Video

How to Make a Sale Video Demo

This video will walk you through the steps to make a sale within InstantAccept Point of Sale and QuickBooks.

Welcome to our How To Make a Sale within InstantAccept Point of Sale Video,

Today we are going to go over how to make a sale using InstantAccept Point of Sale with QuickBooks Point of Sale.

First you will start on the home screen and click the ‘Make a Sale’ button which will bring you to the Sales Receipt screen.

Now it is time to build out the Sales Receipt.  You can enter your items but typing them in or you can scan them in as well.

Once you have all of the items on your sales receipt you will then click “Credit” at the bottom of your screen and select your card type.

InstantAccept will pop up and this is where you will then key or swipe your credit card.  Once you have all of the information filled out click ‘Process’.  Once the credit card is finished processing you can click ‘Print’ to print a receipt from InstantAccept or click close to go back in to QuickBooks.

InstantAccept will post an authorization code to the bottom of your sales receipt screen and you can save and print or save only to store the transaction.

This concludes our How To Make a Sale Video.

 

If you have any questions or concerns please feel free to reach out to (855)220-2840 or Contact Us.