QuickBooks Integration

Features and Enhancements for September 17, 2020

Instant AcceptSeptember 17, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesCustom 404 Page, Instant Accept Plugin, Instant Accept POS, Instant Accept Settings, Invoices, Payment Links, QuickBooks, Receipts, Stored Profile, Token Manager, tokenization, Virtual Terminal2 Comments

Instant Accept Updates and Changes Updated the 404 page layout and theme based on PLG Updated the Tokenization (Token Manager and Stored Profile panel in VT) access and visibility through permission and service Instant Accept SaaS and Plugin What’s New Added an ability to turn off IA receipt from IA Settings for IA POS plugin […]

Features and Enhancements for September 03, 2020

Instant AcceptSeptember 3, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesAccount Holder Type, ACH, Create Invoice, Create Profile, Customer Credit, Instant Accept Installer, Instant Accept Plugin, Instant Accept SaaS, Merchant, Partner, Pay Invoices, QuickBooks, QuickBooks Financial, QuickBooks POS, QuickBooks Service, Receive Payment, Reseller, SaaS, SEC Codes, Virtual Terminal1 Comment

Instant Accept What’s New Added SEC code options in station provisioning for ACH Added an ability to always auto store Card and ACH profiles from Virtual Terminal and removed the manual ‘Create Profile’ option from Virtual Terminal. Added an ability to set GHS from Partner/Reseller/Merchant grids and when user navigates, the subsequent behavior correctly corresponds […]

Bug Fixes for September 03, 2020

Instant AcceptSeptember 3, 2020Bug Fixes, Instant Accept, QuickBooks Integration, UpdatesACH, ACH Profiles, Create Profile, QuickBooks, SEC Codes, Virtual Terminal3 Comments

Instant Accept 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 […]

Features and Enhancements for August 15, 2020

Instant AcceptAugust 15, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesACH, Billing Reports, Create Recurring, Credit Card, Customer Record, Hierarchy, Instant Accept Plugin, Instant Accept Settings, Invoices, Provisioning Updates, QuickBooks, Sign Up LinksNo Comments

Instant Accept What’s New New Instant Accept Signup Link Updates and Changes Instant Accept Signup enhancements ACH Billing Reports improvements Hierarchy UI – Main action buttons in solid filled color Station Provisioning UI and functional changes Renamed unclear entity and entity user permission names Removed old style GHS drop-down list Instant Accept SaaS and Plugin […]

Bug Fixes for August 15, 2020

Instant AcceptAugust 15, 2020Bug Fixes, Instant Accept, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesBilling Information, Create Invoice, Create Login, Customer Information, Customer Potal, Edit Customer Information, Edit Invoice, Email Invoice, Gateway Sync, Instant Accept Installer, Instant Accept Plugin, Instant Accept POS, Instant Accept SaaS, Invoices, Make a Sale, QuickBooks, QuickBooks Financial, QuickBooks Online, Saas QuickBooks Desktop, SaaS QuickBooks Financial, Stored Profile, Transactions, Unpaid Invoices, Virtual Terminal1 Comment

Instant Accept 1.74.15 installer – Checking the status of background service throws an error IA SaaS QB Desktop – Email Invoice to Customer > Create Login – Error: Specified Cast is not valid Gateway Sync > Create Invoice to merge the transaction – UX bugs Instant Accept SaaS and Plugin Billing Information and CustomerName:Job is […]

QuickBooks Desktop and Instant Accept Demo

Instant AcceptAugust 12, 2020Demos, How Tos, Instant Accept, Instant Accept Demos, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Tips, VideosCustomer Record, Email Invoice, Email Receipts, Instant Accept Demo, Instant Accept Settings, Instant Accept Videos, Instant Accept Walkthroughs, Invoices, Pay Invoices, Process Payments, QuickBooks Desktop, QuickBooks Profile, Sales Tax, tokenization, Transaction Receipts, Unpaid Invoices, Void InvoiceNo Comments

Link to video on YouTube. QuickBooks Desktop and Instant Accept Demo Video Transcription: Hello, and welcome to the instant accept installation video for QuickBooks Desktop. In this video, we will go over how to set up your instant accept account with QuickBooks. We will walk through how to sync your instant accept account with your […]

Features and Enhancements for July 23, 2020

Instant AcceptJuly 23, 2020Features and Enhancements, Instant Accept, QuickBooks Integration, Support, UpdatesGrid, Invoices, Order Manager, QuickBooks, Unsettled Transactions3 Comments

Instant Accept Updates and Changes Made improvements in Unsettled Transactions grid response time Made improvements in Order Manager grid response time Instant Accept SaaS Updates and Changes Invoices – Improved paging Release Version: 1.74.15 Other Updates This Month July 23, 2020 – Bug Fixes – Release Version 1.74.15 July 07, 2020 – Enhancements – Release […]

Bug Fixes for July 23, 2020

Instant AcceptJuly 23, 2020Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesCards Expired, Filters, Instant Accept Plugin, Print Receipts, QuickBooks, QuickBooks Desktop, Recurring Manager, Virtual Terminal, Wells Fargo3 Comments

Instant Accept Recurring Manager – Bug fixes in Cards Expired filer Virtual Terminal – Print Receipt stops working. “Cannot read property: ToString” Wells Fargo Link Issues Instant Accept SaaS and Plugin IA QB Desktop Plugin – VT crashes when paying more than 15 invoices at a time If merchant changes the password from merchant portal […]

Features and Enhancements for July 07, 2020

Instant AcceptJuly 7, 2020Features and Enhancements, Instant Accept, QuickBooks Integration, Support, UpdatesACH Profiles, Convenience Fees, Gateway Sync, Instant Accept SaaS, Instant Accept Settings, Invoice Details, Logins, Print Receipts, QuickBooks, QuickBooks Online2 Comments

Instant Accept Updates and Changes UX changes in multiple concurrent Instant Accept Logins Instant Accept SaaS and Plugin What’s New Convenience Fee support in Invoices and Sales receipts Ability to store multiple CC / ACH profiles for a Customer Updates and Changes Added new setting in IA Settings for ‘Convenience Fee Income Account’ which will […]

Bug Fixes for July 07, 2020

Instant AcceptJuly 7, 2020Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesACH, ACH Transactions, CardConnect, Customer Invoice, Edit Merchant, Edit Recurring, Gateway Sync, Grid, Instant Accept Installer, Instant Accept Plugin, Instant Accept SaaS, Invoices, Merchant Boarding, QuickBooks, QuickBooks Desktop, Receipts, Recurring Manager, Report Scheduler, Transaction Receipts, Transactions3 Comments

Instant Accept Bugs in ACH transaction receipt Email transaction receipt – Authorization response doesn’t display in correct format for CardConnect. Bug in type-ahead auto complete address filling for merchant boarding Bug in Permissions to show/hide tabs under Edit Merchant Bug in Order Manager for ACH transactions Report Scheduler is not sending reports Recurring Manager – […]