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Instant Accept

THE ONLY TRUE DYNAMIC REAL-TIME QUICKBOOKS INTEGRATION!

Month: February 2018

Instant Accept POS Settings

Accessing the Instant Accept POS Settings​ Instant Accept POS Settings lets you modify your login credentials, payment processing details and receipt details. For Instance, this is where you can change your company logo, contact information or edit your signature line text. Follow the walk through below to make changes to your settings. Open Instant Accept, […]

Refund Transactions for QuickBooks Financial

Refund Transactions in Quickbook Financials with Instant Accept Walkthrough our easy tutorial for transaction refunds. Completely close out of the Quickbooks program. Open Instant Accept Desktop application (IA icon located on your computer’s desktop). Once logged in (using your IA credentials), select Voids/Refunds icon. Select date range, customer name, and/or last 4 digits of the […]

Refund Transactions Within QuickBooks POS

Refund Transactions Option 2 The following steps will walk you through one option to be able to refund transactions. Click the “Make a Sale” icon in the center top of your QuickBooks POS screen. NOTE: To utilize this option you will need to contact the Instant Accept support team at  (855) 220-2840.  They can then […]

Issue a Refund Within QuickBooks Point of Sale

Issuing a Refund in QuickBooks Point of Sale Option 1 – Need to refund a transaction? Walkthrough this tutorial about issuing a refund. Click on the “Sales History” icon in the center top of your QuickBooks Point of Sale screen. Go to the top center of your QuickBooks Point of Sale screen. In the “Search” […]

Voiding Transaction Within Instant Accept Point of Sale

Part A: Voiding Transaction in Instant Accept POS Follow these steps for voiding transaction in Instant Accept POS and QuickBooks POS.  Click on the ‘Sales History’ icon is the center top of your QuickBooks Point of Sale screen. Search by customer name or receipt number. Choose the receipt that you would like to void in […]

Make a Sale in Instant Accept Point of Sale Video

How to Make a Sale Video Demo This video will walk you through the steps to make a sale within Instant Accept Point of Sale and QuickBooks. https://youtu.be/cr10CMQQLJI Transcript to Video of How to Make a Sale in Instant Accept Point of Sale Welcome to our How To Make a Sale within InstantAccept Point of […]

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