Refund Transactions for QuickBooks Financial

How to Refund Transactions in Instant Accept for Quickbook Financials

  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 icon.

  1. Select date range, customer name, and/or last 4 digits of the card number.


  1. Choose to refund transaction. When you choose to refund then you will be prompted to create a credit memo for this transaction for your Quickbooks record.

  1. Fill out the credit memo page with the information for that transaction and select Your refund is complete.