QuickBooks Premiere

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.

Receiving Payments is Not Working Properly

Receiving Payments Issues

Did you receive the following message? Oh no, InstantAccept isn’t popping up when I try receiving payments!!!!!

Then the following walk through will help you with this issue.  This walk through is for InstantAccept Desktop users using QuickBooks Pro, Premiere and Enterprise.

 

Sometimes QuickBooks is still running in the back ground and we just need to end the process. Follow these simple steps to resolve your issues with receiving payments.

 

  1. Right Click on the task bar on your computer.

 

  1. Click start task manager and a box will pop up on your screen.
  1. Under processes locate QB32.exe, highlight the row and then press end task. (QB32.exe may look different from the one on this screen.)

 

When you notice that InstantAccept isn’t popping up make sure you have closed out of QuickBooks before starting the above steps. If QB32.exe isn’t in the task manager then you contact Technical Support.

Process Payments in QuickBooks Update

Default Process Payments Update

This tutorial will help QuickBooks Pro, Premiere & Enterprise Users to process payments.

Did you know that you no longer have to worry about unchecking the “Process Payment when saving” box located within the “Customer Payment” screen?

Process PaymentsPlease follow these steps to eliminate that extra step:

  1. Click Lists
  2. Customer & Vendor Profile List
  3. Payment List
  4. Click Payment Method
  5. Click New
  6. Type Other
  7. Choose other (from drop down)
  8. Save

Go to Receive Payment screen, choose your customer, enter the amount and choose other for your payment method.  This will now be your default payment.  You no longer have to choose a credit card type on this screen.  Once you choose other it will now forever be your default.

After you populate the customer name and the amount to receive your line item should highlight on its own.  You are done!  Just click “Save and Close” and InstantAccept will pop up allowing you to process.

 

Find out more about Instant Accept and what it has to offer you and your business!  Contact Us Today!  (855) 220-2840

Processing Card Transactions

Processing Card Transactions in InstantAccept Desktop Tips

This is a common misstep when processing card transactions within this InstantAccept Desktop.  When you’re done entering the card holders information (screen below) some merchants think they should click “process”, but if you notice, “process” is faded out in gray.

This walk through is for QuickBooks Pro, Premiere & Enterprise Users.

 

This is actually the “save” screen:

Card Processing Transactions Screen

 

After you click “save”, you will then be prompted to the process screen.

 

Should you continue to have issues please contact Technical Support.

Print Receipts Within QuickBooks

Print Receipts For Your Transactions

Print Receipts From QuickBooksSometimes as we are working through the day and accepting transactions we forget to print a receipt or the customer asks for their receipt. If you missed the chance to print your receipts for your transactions within your Quickbooks integration then you have another option.  This walk through will help QuickBooks Pro, Premiere & Enterprise users to retrieve their previous transactions to print their receipts.

First, you will need to exit out completely from your Quickbooks program and access the desktop version of InstantAccept.

Once open, you will see the dashboard. Click the “Transactions” icon.  This will allow you to see all payments processed within InstantAccept.  Filter in the dates then choose your desired transaction and to the far right, click print or email.

 

If this walk through does not resolve your issue contact our technical support team or call (855) 220-2840.