THE ONLY TRUE DYNAMIC REAL-TIME QUICKBOOKS INTEGRATION!
Instant Accept Financial Video: How it Works With QuickBooks Online Instant Accept Financial is not just another plugin, it is the only true integration with QuickBooks. The integration between Instant Accept and QuickBooks Financial is shown in the video below. The video will show you how they work together and how it can benefit your […]
Using QuickBooks? Want to start accepting payments? Instant Accept Point of Sale works with QuickBooks Point of Sale software to help you easily accept payments. It’s integrated with QuickBooks to sync your payments with QuickBooks making less work for you at the end of day. Less data entry gives you the time to spend on […]
How to Edit Signature Line Receipt Follow these steps to edit signature line of your QuickBooks and InstantAccept Receipts. Go to your POS home screen then select I Want to<IA POS Settings<Receipt Print If you have a logo you would like to upload, simply click on the “Logo” box and upload your png formatted picture. […]
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 […]
Print Receipts for Your Transactions Sometimes as we are working through the day and accepting transactions we forget to print receipts or the customer asks for their receipt. There are other options to print a receipt from QuickBooks so if you missed the chance to print your receipts for your transactions within your Quickbooks integration then […]
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 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 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 […]
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” […]
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 […]
