How Tos Archives - Instant Accept, LLC

QuickBooks Desktop and Instant Accept Demo

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 […]

Posted on August 12, 2020September 20, 2021 By Instant AcceptPosted in Demos, How Tos, Instant Accept, Instant Accept Demos, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Tips, VideosTagged Customer 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

How to View Your Transaction History in Instant Accept Financial

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 […]

Posted on July 2, 2018November 29, 2021 By Instant AcceptPosted in How Tos, Instant Accept, Instant Accept Desktop, Instant Accept Financials, Instant Accept Legacy, Instant Accept V1.0, QuickBooks Desktop, QuickBooks Financial, QuickBooks IntegrationTagged Instant Accept Financial, Instant Accept Financial Walkthroughs, Instant Accept Financials Tutorials, QuickBooks Financial, Transaction HistoryNo Comments

Selecting Default Receipt Printer

Your computer will not always set the correct default receipt printer. We have provided a quick walkthrough to help setup your default receipt printer. Go to “Start Menu” on your computer located in the bottom left corner of the screen then go to Devices and Printers. Right click on the printer you are using for […]

Posted on June 30, 2018September 20, 2021 By Instant AcceptPosted in Hardware, How Tos, Instant Accept Legacy, Instant Accept V1.0, Printers, TipsTagged Instant Accept POS, QuickBooks POS, Receipt PrintersNo Comments

Syncing Customer Details in QuickBooks

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 […]

Posted on June 23, 2018January 18, 2022 By Instant AcceptPosted in Features, Gateway Sync, How Tos, Instant Accept, Instant Accept Legacy, Instant Accept V1.0, QuickBooks, QuickBooks Integration, TipsTagged Customer Information, Instant Accept Online, Instant Accept Online Tutorials, Instant Accept Online Walkthroughs, Instant Accept Walkthroughs, QuickBooks OnlineNo Comments

Creating QuickBooks Credit Memos

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 […]

Posted on June 11, 2018September 20, 2021 By Instant AcceptPosted in How Tos, Instant Accept, Instant Accept Legacy, Instant Accept V1.0, QuickBooks Integration, QuickBooks Premier, TipsTagged Credit Memos, Instant Accept Desktop, Instant Accept Desktop Tutorials, Instant Accept Desktop Walkthroughs, Instant Accept Walkthroughs, QuickBooks Enterprise, QuickBooks Online, QuickBooks ProNo Comments

Receiving Payments is Not Working Properly

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 […]

Posted on June 9, 2018January 18, 2022 By Instant AcceptPosted in How Tos, Instant Accept Legacy, Instant Accept V1.0, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, QuickBooks PremierTagged Error Messages, Instant Accept Desktop, Instant Accept Desktop Tutorials, Instant Accept Desktop Walkthroughs, Instant Accept Walkthroughs, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Premiere, QuickBooks Pro, Receiving PaymentsNo Comments

QuickBooks Error Message – Sorry POS got stuck for a second

Resolving the QuickBooks Error for Point of Sale Below are some steps to assist you in resolving this QuickBooks error message. located in your C drive go to program data. Choose InstantAccept Right Click Click Properties Click Security > EDIT > ADD Type “EVERYONE” in the open box Give them full control Click Apply > […]

Posted on June 4, 2018September 20, 2021 By Instant AcceptPosted in Error Messages, How Tos, Instant Accept Legacy, Instant Accept Point of Sale, Instant Accept V1.0, Point of Sale, QuickBooks Integration, TipsTagged Error Messages, Instant Accept POS Tutorials, Instant Accept POS Updates, Instant Accept POS Walkthroughs, Instant Accept Walkthroughs, QuickBooks POSNo Comments

Void Transactions for QuickBooks Financial

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 […]

Posted on May 28, 2018January 18, 2022 By Instant AcceptPosted in How Tos, Instant Accept Legacy, Instant Accept V1.0, QuickBooks Desktop, QuickBooks Financial, QuickBooks IntegrationTagged Instant Accept Desktop Walkthroughs, Instant Accept Financial Walkthroughs, Instant Accept Financials Tutorials, Instant Accept Walkthroughs, QuickBooks Desktop, QuickBooks Financial, Refunding Transactions, Voiding TransactionsNo Comments

Receive Payments in Point of Sale

Receive Payments for Work, Sales & Layaway Orders Within InstantAccept Instant Accept Point of Sale User Tips You can continue creating the orders as usual. The only difference is when you’re ready to collect the installments. Follow the steps below: Go to the home page Click I want to Click which order you’re receiving money […]

Posted on May 12, 2018September 20, 2021 By Instant AcceptPosted in Deposits, Features, How Tos, Instant Accept, Instant Accept Legacy, Instant Accept Point of Sale, Instant Accept V1.0, Payments, Point of Sale, QuickBooks Integration, TipsTagged Instant Accept POS, Instant Accept POS Tips, Instant Accept POS Tutorials, Instant Accept POS Walkthroughs, Instant Accept Walkthroughs, Layaway, QuickBooks Tutorials, QuickBooks Walkthroughs, Receiving Payments, Sales Orders, Work OrdersNo Comments

Edit Signature Line on Receipts

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. […]

Posted on March 26, 2018October 29, 2021 By Instant AcceptPosted in Features, How Tos, Instant Accept, Instant Accept Legacy, Instant Accept V1.0, Receipt Design, Tips, Tips & TricksTagged Instant Accept Settings, Instant Accept Walkthroughs, Print Receipts, Receipt Signature LineNo Comments