Customer Information

Bug Fixes for August 15, 2020

Instant AcceptAugust 15, 2020Bug Fixes, Instant Accept, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesBilling Information, Create Invoice, Create Login, Customer Information, Customer Potal, Edit Customer Information, Edit Invoice, Email Invoice, Gateway Sync, Instant Accept Installer, Instant Accept Plugin, Instant Accept POS, Instant Accept SaaS, Invoices, Make a Sale, QuickBooks, QuickBooks Financial, QuickBooks Online, Saas QuickBooks Desktop, SaaS QuickBooks Financial, Stored Profile, Transactions, Unpaid Invoices, Virtual Terminal1 Comment

Instant Accept 1.74.15 installer – Checking the status of background service throws an error IA SaaS QB Desktop – Email Invoice to Customer > Create Login – Error: Specified Cast is not valid Gateway Sync > Create Invoice to merge the transaction – UX bugs Instant Accept SaaS and Plugin Billing Information and CustomerName:Job is […]

Bug Fixes for January 07, 2020

Instant AcceptJanuary 7, 2020Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesACH, ACH Billing, Active Users, Customer Information, Edit Template, Grid, Hierarchy, Instant Accept Settings, Invoice Logos, Merchant Boarding, Pay Link, QuickBooks, Recurring Manager, UI Fix, Virtual TerminalNo Comments

Instant Accept Miscellaneous bugs fixes and UI fixes in Recurring Manager Auto format the Mobile Number field to US format (000)-000-0000 in all forms. Boarding merchant with ACH billing produces object reference error. Miscellaneous UI bugs in Hierarchy and Virtual Terminal. The dashboard and hierarchy views come up blank in IE browser Hierarchy view – […]

Syncing Customer Details in QuickBooks

Instant AcceptJune 23, 2018Features, Gateway Sync, How Tos, Instant Accept, Instant Accept Legacy, Instant Accept V1.0, QuickBooks, QuickBooks Integration, TipsCustomer Information, Instant Accept Online, Instant Accept Online Tutorials, Instant Accept Online Walkthroughs, Instant Accept Walkthroughs, QuickBooks OnlineNo Comments

Instant Accept Online and Syncing Customer Details With QuickBooks Instant Accept gives you the ability to update, edit or change your customer details. In the background your information is syncing with your customer details in your QuickBooks data file. You will still be able to edit or add customer details within your QuickBooks file directly […]