Process and Record Payment Transactions
However you do business, Instant Accept makes it easy to keep customer payments synchronized with QuickBooks. Through Instant Accept’s single user interface or point of sale (POS), merchants are able to process and record payment transactions from multiple payment sources and assign a payment to a QuickBooks® invoices without ever opening QuickBooks. Behind the scenes, Instant Accept takes care of the details. Within the Instant Accept User Interface you can:
- create new customer accounts
- create new invoices
- update accounts as needed
- generate reports in real time
Synchronize Your Data
Whichever way you do business, Instant Accept makes it easy to keep customer payments synchronized with QuickBooks. Rather than navigating multiple screens in QuickBooks to accept payments, or creating invoices and matching payments later, you can accept payments straight through Instant Accept’s standalone SaaS application and assign them to any QuickBooks invoice.
You can also create a new sales receipt or customer record at the time of payment from a single Instant Accept screen. You don’t even need to open QuickBooks. Everything stays in sync, automatically.
By utilizing Instant Accept to consolidate your payment transactions into one common software application, you can accept payments in multiple ways, including but not limited to: