Feature of the Month: QuickBooks Integration

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Bug Fixes for September 03, 2020

By Instant AcceptPosted on September 3, 2020January 18, 2022Posted in Bug Fixes, Instant Accept, QuickBooks Integration, UpdatesTagged ACH, ACH Profiles, Create Profile, QuickBooks, SEC Codes, Virtual Terminal3 Comments

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Merchant Signup Link opens with an error if IA product is disabled

IA Merchant Signup Form – Auto Capitalize the first letters of First Name and Last Name

Sales Reps - Export PDF or CSV is not working

Bug fixes in Switch Account feature

Token Manager > Add / Edit Profile – The ‘Is Preferred’ option is not functional

Reseller level - Virtual Terminal > ACH method is disabled

Hierarchy - Add/Edit Reseller > Payout Info tab - Account Holder Type label is missing

Terminal Manager - UX fixes

Replace 'Open Transactions' label with 'Unsettled Transactions

Replace 'Open Transactions' label with 'Unsettled Transactions

Print Receipt – The ‘Amount Paid’ label is not correct for Void and Refund transactions. Show ‘Amount Refunded’ for Refund receipt and ‘Amount Void’ for Void receipt.

Reporting - Export Excel only returns one page of data

Reporting - Export CSV file issues

Instant Accept SaaS and Plugin

Billing Information and CustomerName: Job is not pulling over from QBO in Edit Invoice

UX bugs on Unpaid Invoices tab

IA SaaS QB Financial - Customer Portal - Create Login for new Customer or log in with old customer – Invoices do not load and an error "Instant Accept could not connect to QuickBooks…" is displayed

Update the Instant Accept background process name from ‘QuickBooks Financial Background’ to ‘InstantAccept QuickBooks Service’

Instant Accept POS Plugin - Make A Sale > If customer is not selected then VT is pulling up the stored profile of last selected customer

Release Version: 1.74.17

Other Updates This Month

September 03, 2020 – Enhancements – Release Version 1.74.17

September 17, 2020 – Bug Fixes – Release Version 1.74.18

September 17, 2020 – Enhancements – Release Version 1.74.18

3 thoughts on “Bug Fixes for September 03, 2020”

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