Online Video Demos

Check out InstantAccept Demo Videos for each product.

  • Instant Accept and QuickBooks Point of Sale
  • Instant Accept and QuickBooks Online
  • Instant Accept and QuickBooks Financial

Benefits of Using Instant Accept Point of Sale

Point of Sale – Instant Accept with QuickBooks

The integration between Instant Accept point of sale and QuickBooks is not just another plugin.  It is the only true integrated software that syncs with your payment processing information with your QuickBooks data file. Because of our integration you will find that you have more time to work on improving your business instead of spending most of your time on re-keying and fixing errors.

What InstantAccept POS Offers

Instant Accept gives you the ability to process payments seamlessly within your QuickBooks with the integration to Instant Accept’s POS.  You will be able to accept all forms of payments from credit cards, debit cards to ACH payments and checks.  It will also give you the ability to apply payments to sales receipts, word orders, sales orders and lay-a-ways, as well as, easily process voids and refunds.

While Instant Accept offers all of the basic fundamentals of bookkeeping and payment processing with QuickBooks, it also offers additional reporting for your convenience to help improve your business and time management.

Need Gift Cards? We offer our own gift card program that works seamlessly and runs directly through QuickBooks.

InstantAccept POS Demo

 

Contact Us Now or Call Us Now at (855) 220-2840 and see how we can help you!

Benefits of Using InstantAccept Online With QuickBooks

QuickBooks and Online Payment AcceptanceBenefits of Using QuickBooks and InstantAccept

InstantAccept Online seamlessly integrates with your QuickBooks Online account and gives you the ability to quickly and easily accept payments. While accepting payments your payment processing data and Quick Books sync in the background.  Relieving the stress and worry about re-keying errors or issues.

We give business owners the ability to limit their employees access.  You can choose to give full rights to all information within your QuickBooks data or if you have employees that only need limited access you can choose what sections they can access.  This helps alleviate errors and limit issues that come from having access to areas that they otherwise need not be in.

InstantAccept also helps the issues that come from re-keying information.  No more possible duplicate or incorrectly entered data entries for your credit card transactions. Because InstantAccept syncs all transactions directly with QuickBooks data and sync other transactions with Quick Books Online easily with our Gateway Sync feature.

InstantAccept gives you the capability to do the same things you would do in QuickBooks.  For example, you can create new invoices and new customers right in InstantAccept and will sync back with your QuickBooks data.

 

View a DEMO of Instant Accept Online and Sign up for a FREE Trial Today or Contact Us Today! (855) 220-2840.

Benefits of Using InstantAccept Financial

Benefits of Using InstantAccept with QuickBooks Financial

InstantAccept 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. InstantAccept Financial also gives you the ability to limit what parts of QuickBooks employees can access.  Because employees work outside of QuickBooks with in the InstantAccept Desktop Point of Sale it gives you more control over how your business is run and what information is viewable to your employees.

With InstantAccept Financial a part of your bookkeeping, you will eliminate re-keying with the Desktop Point of Sale since it. All while syncing automatically in real time to your QuickBooks Financial. You will also have the ability to sync other transactions back to your QuickBooks easily with our Gateway Sync feature. Then you can email invoices out with a Paylink, giving your customers an easy online payment option.

View the Demo of InstantAccept Financials

 

Find out how to start accepting payments today! Contact us or call us at (855) 220-2840! Do it Today!

How to View Your Transaction History in Instant Accept Financial

Viewing Transaction History in Instant Accept Financial How To

In order to view your transaction history in Instant Accept Financial, you must open your IA desktop application, login and select “Transactions”.

InstantAccept Financial Dashboard

Next search the date range of the transaction you are trying to look up. After the transactions pull up, you have the option to reprint/email the receipt as well.

InstantAccept Financial Transaction History Example

 

The transactions section of Instant Accept Financial will help you better organize your bookkeeping because you will know exactly what charges your processor will be paying you for.

 

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.

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.

Syncing Customer Details in QuickBooks

InstantAccept Online and Syncing Customer Details With QuickBooks

InstantAccept OnlineInstantAccept gives you the ability to update, edit or change your customer details. In the background your information is syncing with your customer details in your QuickBooks data file. You will still be able to edit or add customer details within your QuickBooks file directly from our computer. InstantAccept also has the ability to accept new and edited information such as:

  • Customer Name / Details
  • Items
  • Sales Tax

While making edits or changes, the new information will sync with QuickBooks updating the customer information with the new information. You have the choice to work solely within InstantAccept Online or between Quickbooks and InstantAccept.  All information included within InstantAccept Online communicates directly back to your company file syncing any edits or new customer details that have been added.

With this option, it gives you the ability to do more whether you are mobile or sitting in front of your computer.  You can give your employees the ability to add and edit customer information as needed while you can continue to process transactions through InstantAccept.

Contact Us Now or Call Us Now at (855) 220-2840 and see how we can help you! Sign up for a FREE Trial of InstantAccept Online Today!

 

Issues Viewing QuickBooks Open Invoices

Cannot View My QuickBooks Open Invoices Within InstantAccept Online

All QuickBooks open invoices should be viewable within your InstantAccept Online account when you are logged in.  If for some reason you are not able to view your open invoices the following steps should help fix the issue.

NOTE: Before starting the walkthru process make sure you have the correct and most current QuickBooks data file.

Login to your InstantAccept Online account through your browser. Next you will follow the steps below.

  1. Click Settings
  2. Select Add-Ons
  3. Click “Connect to Quickbooks”
  4. Log into your online Quickbooks account
  5. Choose Company file
  6. Click Authorize

Once process is complete, your invoices and other company information should re-appear.  If you continue to have issues with your QuickBooks data file not syncing with your InstantAccept Online account, please contact our technical support team or call us at (855) 220-2840.

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.

QuickBooks Error Message – Sorry POS got stuck for a second

Resolving the QuickBooks Error for Point of Sale

QuickBooks Point of Sale LogoBelow are some steps to assist you in resolving this QuickBooks error message.

  1. located in your C drive go to program data.
  2. Choose InstantAccept
  3. Right Click
  4. Click Properties
  5. Click Security>EDIT>ADD
  6. Type “EVERYONE” in the open box
  7. Give them full control
  8. Click Apply>OK

 

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