QuickBooks Integration

Do you ever find yourself asking:

Isn’t there an easier way to create an invoice or sales receipt and accept payments for each transaction in QuickBooks.
Why can’t I access the customer and invoice data in QuickBooks from my payments application?
How do I know my customer and business data are secure from unauthorized access in QuickBooks?

With our QuickBooks Integration you can access payments, customer and invoice data from the point of sale and keep your QuickBooks® records safe from unauthorized access.

Accept and Record Payments Simultaneously With Our QuickBooks Integration

Merchants can process and record any form of electronic payment right into QuickBooks®. They will no longer need to manually enter and import transactions. In other words, Instant Accept takes care of front office payment processing and back-office accounting in one stroke, saving merchants and bookkeepers a whole lot of time and energy.

EXAMPLE

Danny’s Lawn Service has over 100 customers in Seattle. More than 25 percent of them take advantage of automatic bill pay via ACH direct deposit, while another 30 percent pay directly with a credit card. Until he started using Instant Accept, Danny, the owner, had to enter every payment transaction into QuickBooks® himself. Not only was this frustrating for Danny (he’s a landscaping guru, not a bookkeeper), it also took up valuable hours every month. Now Danny enters every payment transaction into Instant Accept, which does the work for him by feeding the information directly into QuickBooks®. The information is automatically recorded in the customer record, saving him hours of time each month. So, you could say the grass is greener now for Danny, thanks to Instant Accept.

QuickBooks
Company File

Access any customer information within your entire QuickBooks company file.

Customer Billing and
Shipping Information

Enter customer information, as well as, billing information directly from Instant Accept.

Customer Invoices
and Sales Receipts

Create invoices and receipts directly within Instant Accept never opening QuickBooks.

All Product and
Service Information

Access item numbers, descriptions, quantities and pricing rates for all products and services.

Seamless Two-Way Data Exchange with Instant Accept

Accept Multiple Forms of Payments from Multiple Sources and Record Transactions

Merchants process payments and record customer accounts without the need for opening QuickBooks® or using the same computer. With the Instant Accept QuickBooks Integration you have maximum flexibility, making it easier for you to handle transactions.

When using Instant Accept customers are provided payment options which translate into more sales and revenue. Instant Accept allows you to accept multiple forms of electronic payments including chip cards, Debit Cards (PIN or PIN-less), card present swipe, eCommerce and ACH transactions.

Want multiple ways to handle payments?

Instant Accept helps with that too! In the real world, all transactions do not originate in QuickBooks for Instant Accept and merchants need to keep a record of those transactions in QuickBooks. Instant Accepts Gateway Sync feature sync feature syncs data from select external payment sources and updates QuickBooks. Gateway Sync provides the ability to view each payment and assign them to a QuickBooks® customer and invoice. If the customer record and invoice doesn’t yet exist, they can easily be created with Instant Accept and that information is automatically updated in QuickBooks®.

EXAMPLE

Ramone’s Restaurant in Tampa struggled with the same issue so many small businesses do, entering in the hundreds of weekly credit and debit card transactions they run through the restaurant’s multiple computers, into QuickBooks®. To solve the issue, they installed Instant Accept on two PCs – one at the bar and one in the dining room – to run all customer credit and debit card transactions. Both PCs sync with their copy of QuickBooks®, which is installed on Ramone’s bookkeeper machine, who works several miles away. Instead of having to gather receipts and provide them to his bookkeeper (who then manually enters them into QuickBooks®), Ramone can now just file those receipts away as Instant Accept automates the entire process and ensures that all transactions are automatically recorded in QuickBooks®, making him and his bookkeeper a lot happier.

Instant Accept and Our QuickBooks Integration Options

While we are seamlessly integrated with the following QuickBooks products, we also bring our own proprietary gateway. Adding military grade security to keep all your payment activity protected. Keeping your payment acceptance all in one place.

QuickBooks Desktop Pro, Premiere and Enterprise

Works with
Version 2013 to current

QuickBooks Online

QuickBooks Point of Sale Basic and Pro

Works with
Version 2013 to current

QuickBooks Enterprise

Get Started Today!

With our QuickBooks integration and Instant Accept, we help merchants save time and money by accepting multiple forms of payments from multiple locations and devices. Request a personalized one on one demo.