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.