Creating an Invoice in Instant Accept ​| QuickBooks Integration

Features
Enhancements
Tips & Tricks
Small Business Resources

ISSUE 1, MAY 2020

INSTANT ACCEPT FEATURE OF THE MONTH

Creating an Invoice in Instant Accept

Do you have merchants that would like to be able to have their outside sales and service people create sales invoices and take payments that sync up to their QuickBooks® in real-time? Check out our blog on Instant Accept’s creating invoice feature.

INSTANT ACCEPT TIPS, TRICKS & TOOLS

Verify Your Connection

In your system tray, you can right click on the InstantAccept service icon and check the status to verify you are connected.

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Intuit Joins Forces with the US Government to Help Small Businesses

Intuit has recently partnered with the U.S. government launching three new programs. These programs all consist of using intuit®’s wide platform capabilities to help self-employed and small business owners grow. Intuit Aid Assist, QuickBooks® Capital, and TurboTax Stimulus Registration. These three offerings help give small business owners and consumers the ability to understand the possibilities of the relief and federal aid programs recently passed.

Because InstantAccept has a close partnership with QuickBooks® and the QuickBooks® community we are also stepping up to help small businesses by saving QuickBook® users time and money.

Not an InstantAccept customer? Contact us now to find out how we can help you with your small business needs.

Not an Instant Accept customer? Contact us now to find out how we can help you with your small business needs.

NEW FEATURES & ENHANCEMENTS

Customer Portal

Products and Service Relationships are now found under Product & Services Tab
Token Manager added to navigation on left side
Convenience Fees now show in the text field when paying invoices
Receipts can now be printed from the Edge browser

Virtual Terminal

ACH settings now default in Virtual Terminal settings
Merchants can now process ACH transactions when merchant has PL3 service enabled

Instant Accept SaaS

The Self Installer can now automatically uninstall legacy InstantAccept programs before installing

QuickBooks® Financial

Group items can now be bundled within the Invoice details view, PDF invoices and customer portal.

Have suggestions or ideas on how we can improve Instant Accept? Drop us a line and let us know or tell us how we are doing. Contact Us

KEY FEATURES OF INSTANT ACCEPT

Choose ANY Processor
Accept Multiple Forms of Payments
Work Within One User Interface
Gateway Sync
Multi-store Locations, Websites and Devices
Create and Email Invoices

Purchase Card Level 2 & 3
Tokenization
Recurring Payments
Convenience Fees
Protect Core Data
PCI Level 1 Certified

SMALL BUSINESS TIPS & RESOURCES

ACCOUNTING TIPS

Not sure how to how to categorize your business spending on throughout the year to be prepared for filing your taxes?

The Small Business Chronicle has put together helpful tips to make sure you are maximizing your full deductions for your business.

BUSINESS TIPS

Stay in contact with your customers and clients. Especially during these times, it is even more important to keep in communication and keep your brand in front of your customer.

In the meantime, take a look at these business ideas and suggestions from the Small Business & Entrepreneurship Council.

HELPFUL LINKS & REFERENCES

If you need assistance or have additional questions please contact us by clicking the contact us button to the right.

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