Convenience Fees in Instant Accept Screenshot To enable the convenience fee, simply log in to your Instant Accept portal and on the Acquiring side of the menu, click on Hierarchy. Go to the Products and Services tab to turn on the Convenience fee service, accept the fees to use and save. You will now want […]
Category: How Tos
Point of Sale Tips for Applying a Down Payment
To take a down payment on a sales order, work order or layaway, you will create the order in QuickBooks and take payment on the order through Instant Accept. In QuickBooks, once the order is created, please go to the: 1. Home Screen a. I want to b. IA Sales Order/IA Work Order/IA […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 > […]
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 […]