THE ONLY TRUE DYNAMIC REAL-TIME QUICKBOOKS INTEGRATION!
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 […]
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 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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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” […]
