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Instant Accept

THE ONLY TRUE DYNAMIC REAL-TIME QUICKBOOKS INTEGRATION!

Transactions

Bug Fixes for December 07, 2021

Instant Accept and QuickBooks Invoices & Convenience Fee Issues when voiding invoice and convenience fee set to multi transaction not working has been fixed whether there are partial payments, voiding or refunding invoices. Any time voiding or refunding an invoice, we check for transactions tied to the invoice. If it’s a single transaction, we redirect […]

CardPointe Integrated Terminal Transactions Through Virtual Terminal

From the Virtual Terminal, Click “go to send the transaction to the bolt terminal”, Enter the card to complete the transaction. Learn More About the CardPointe Integrated Terminals Integration Contact us to find out how Integrating CardPointe’s EMV Certified Terminals with Instant Accept can help your business. Lean More Schedule a Demo Want to see […]

Processing Card Transactions

Processing Card Transactions in Instant Accept Desktop Tips In todays walkthrough we are going to learn about processing card transactions and hopefully shed some light on questions or issues merchants may be having when processing your payment cards.  This includes credit and debit transactions. This is a common mis-step when processing card transactions within this […]

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 […]

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 […]

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