THE ONLY TRUE DYNAMIC REAL-TIME QUICKBOOKS INTEGRATION!
What’s New Instant Accept Desktop Financial and QuickBooks Over-Payments Customer is now allowed to overpay by updating the total amount. Instant Accept would then apply what’s needed from the payment to the invoice, and then create a credit in the customers profile in QuickBooks with the remainder. Feature must be turned on in the settings […]
Token manager should not allow a duplicate token to be created Resolution: If the token data is the same as whats already on file, we don’t store the duplication. Issue: Instant Accept would allow duplicates to be created. So, essentially, if the same customer kept storing the token over and over, it would show up […]
What’s New Instant Accept Invoice file attachments Instant Accept Customer Auto Pay Consistent size for VT in Financial and POS Plugins Release Version: 1.75.00 Other Updates This Month March 23, 2021 – Bug Fixes – Release Version 1.75.00
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 […]
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 […]
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 […]
Instant Accept Report Scheduler not send reports Saving billing info for free trial merchant produces an error Left Menus visibility based on the page being loaded Sorting, Filtering and Exporting on Batch Summary report Instant Accept SaaS and Plugin Instant Accept QuickBooks Service – Saving login credentials produces an error “An unexpected error occurred. Please […]
Have all the functionality of QuickBooks®. Instant Accept offers merchants who use QuickBooks® POS, QuickBooks® Financial or QuickBooks® Online the ability to use any merchant service provider they choose. Everything you can do in QuickBooks® can be done in Instant Accept from any location where you have internet access, allowing you to manage everything from […]
Instant Accept works within your QuickBooks Financial and gives you the ability to still be able to take payments through your customer payment screen or through the sales receipt screen. Instant Accept Financial also gives you the ability to limit what parts of QuickBooks employees can access. Because employees work outside of QuickBooks with in […]
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 […]