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?
overview
QuickBooks Integration
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.
Seamless Two-Way Data Exchange with Instant Accept
Don’t have time to open QuickBooks® to enter payments or set up a customer record or create an invoice or sales receipt for each transaction?
Want to access the payments, customer and invoice data from the payments application?
Concerned about unauthorized access to your QuickBooks® records?
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 InstantAccept.
Customer Invoices
and Sales Receipts
All Product and
Service Information
Access item numbers, descriptions, quantities and pricing rates for all products and services.
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.
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.
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®.
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 Online
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.