Do you ever find yourself asking:
- Isn’t there an easier way to set up a customer record or create an invoice or sales receipt for each transaction in QuickBooks?
- Why can’t I access the customer and invoice data in QuickBooks from my point of sale?
- How do I know my customer and business data are secure from unauthorized access in QuickBooks?
Don’t have time to open QuickBooks® to set up a customer record or create an invoice or sales receipt for each transaction? Want to access the customer and invoice data from the point of sale? Concerned about unauthorized access to your QuickBooks® records?
Seamless Two-Way Data Exchange with Instant Accept.
Instant Accept gives you immediate access to complete customer and transaction information without launching QuickBooks®, including:
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
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.
Accept and Record Payments Simultaneously
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 Without Launching QuickBooks
Merchants process payments and record customer accounts without the need for opening QuickBooks® or using the same computer). Instant Accept offers maximum flexibility, making it easier for you to handle transactions.
When using Instant Accept customers are given more payment options which in turn means more sales transactions for merchants. A business can not only electronically accept credit card payments from customers, but also Card- Not-Present, Debit Cards (PIN or PIN-less), multiple forms of checks including ACH, Check 21 and electronic check conversion.
Have multiple ways you handle payments? Instant Accept helps with that too! Just because not all transactions originate in QuickBooks® (or even Instant Accept) merchants will still want to keep a record of their business activities in QuickBooks®. Instant Accepts Gateway Sync feature collects data from all payment sources. This includes websites, mobile devices, cash registers and point of sale. It allows a business 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 is Integrated With the Following QuickBooks Versions
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 / Financial
Pro, Premiere and Enterprise
Version 2010 to current
QuickBooks Point of Sale
Basic and Pro
Version 2010 to current
Get Started Today!
With the integration between Instant Accept and QuickBooks, we help merchants save time and money by accepting multiple forms of payments from multiple locations and devices. Try out the Free Trial of Instant Accept or request a personalized one on one demo. Click the buttons below to start your free trial.