Viewing Transaction History in Instant Accept Financial How To In order to view your transaction history in Instant Accept Financial, you must open your Instant Accept desktop application, login and select “Transactions”. Next search the date range of the transaction you are trying to look up. After the transactions pull up, you have the option […]
Instant Accept Legacy
Selecting Default Receipt Printer
Your computer will not always set the correct default receipt printer. We have provided a quick walkthrough to help setup your default receipt printer. Go to “Start Menu” on your computer located in the bottom left corner of the screen then go to Devices and Printers. Right click on the printer you are using for […]
Syncing Customer Details in QuickBooks
Instant Accept Online and Syncing Customer Details With QuickBooks Instant Accept 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 […]
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 […]
Creating QuickBooks Credit Memos
QuickBooks Credit Memos and Instant Accept Desktop – Update Are your credit memos not being created correctly because QuickBooks and your Instant Accept Desktop aren’t syncing correctly? The following update will affect QuickBooks Pro, Premiere and Enterprise Users. Instant Accept Desktop can now auto generate credit memo numbers. To ensure your settings are accurate and […]
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 […]
QuickBooks Error Message – Sorry POS got stuck for a second
Resolving the QuickBooks Error for Point of Sale Below are some steps to assist you in resolving this QuickBooks error message. located in your C drive go to program data. Choose InstantAccept Right Click Click Properties Click Security > EDIT > ADD Type “EVERYONE” in the open box Give them full control Click Apply > […]
Void Transactions for QuickBooks Financial
How to Void Transactions in Instant Accept for QuickBook Financials Need to quickly find out how to void transactions in Instant Accept or QuickBooks Financial? This tutorial will help you walk through the few steps it takes to void your necessary transactions along with a follow through on creating a credit memo afterwards. 1. Completely […]
Process Payments in QuickBooks Update
Default Process Payments Update This tutorial will help QuickBooks Pro, Premiere & Enterprise Users to process payments. Did you know that you no longer have to worry about unchecking the “Process Payments when saving” box located within the “Customer Payment” screen? Please follow these steps to eliminate that extra step: Click Lists Customer & Vendor […]
Receive Payments in Point of Sale
Receive Payments for Work, Sales & Layaway Orders Within InstantAccept Instant Accept Point of Sale User Tips You can continue creating the orders as usual. The only difference is when you’re ready to collect the installments. Follow the steps below: Go to the home page Click I want to Click which order you’re receiving money […]