InstantAccept Online Tutorials

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.

How to Pay Invoice in InstantAccept Online

Pay Invoice Within InstantAccept and QuickBooks Online

This walk through shows you how to pay invoice within InstantAccept Online and syncs with your QuickBooks data. Quickly and easily apply payments to invoices by following these simple steps. When payments are applied to invoices, the information automatically syncs with your QuickBooks in the background. Letting you worry about your business instead of keying information multiple times.

  • Log in to your account at InstantAccept
  • Click on the QuickBooks Online drop down on the left hand side of the screen
  • Click on “Invoices”QuickBooks Online Menu
  • Choose the invoice you would like to pay.
    NOTE: You can use the search fields at the top of the screen or scroll down to the bottom of the invoice screen.Invoice List - Select which invoice to pay.
  • Click the “Pay Invoices” button to the right of the Invoice you would like to receive payment on.
  • Complete the payment fields on the payment screen.Payment Screen
  • Once all fields are completed, click the “Payment” button.Payment Buttons
  • Once payment is received, you will see a successful message or a decline message at the top of your screen. You can also print a receipt from here.Payment Success or Decline Message

 

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