QuickBooks® requires your main account to be open on the desktop to conduct transactions. If you don’t have the right security in place, any QuickBooks® user can access any of your company’s financial data — including employee salaries, banking and other financial information.
Simplified Transaction Reporting
Instant Accept’s robust reporting allows you to keep close tabs on transaction processing issues and provides quick insight into payment status and activity. Reports can be generated on a daily, weekly, monthly, annual or even custom time-frame. Instant Accept’s gateway synchronization also allows you to zero in on any transaction that either originated in Instant Accept or another source linked to the gateway. You can track recurring and incremental payments and scrutinize any declined payments that may need follow-up.
In addition to transaction reporting, Instant Accept also provides comprehensive visual representations of key customer metrics over a specific time-frame. You can view metrics on your entire customer database or filter the data multiple ways, i.e. active or inactive customers; customers with open balances; customers with overdue balances, etc.
Get In Touch Now
Start protecting your business and your customers by starting a free trial of Instant Accept and find out how we can help protect merchants from fraud.