Customer Record Archives - Instant Accept, LLC

Bug Fixes for Februrary 24. 2021

By Instant AcceptPosted on February 24, 2021January 18, 2022Posted in Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesTagged Customer Record, Magtek, QuickBooks, Stored Profiles, Virtual Terminal6 Comments

Stored Profiles not Automatically populating in VT When processing a payment Magtek screen not going away after card is swiped Duplicates showing in customer record after payment Release Version: 1.74.22 Other Updates This Month February 03, 2021 – Bug Fixes – Release Version 1.74.20 February 03, 2021 – Enhancements – Release Version 1.74.20

Managing Stored Profiles

By Instant AcceptPosted on September 10, 2020September 21, 2021Posted in Features, Instant Accept, Stored Profiles, Tips, Tips & TricksTagged Customer Record, Newsletter, Stored Profiles, Virtual TerminalNo Comments

To create a stored profile, open the Virtual Terminal. 1. click on the “save profile” box in the virtual terminal when processing a transaction. 2. An additional details field will pop-up where you can fill in the customer information.

Features and Enhancements for August 15, 2020

By Instant AcceptPosted on August 15, 2020January 18, 2022Posted in Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesTagged ACH, Billing Reports, Create Recurring, Credit Card, Customer Record, Hierarchy, Instant Accept Plugin, Instant Accept Settings, Invoices, Provisioning Updates, QuickBooks, Sign Up LinksNo Comments

Instant Accept What’s New New Instant Accept Signup Link Updates and Changes Instant Accept Signup enhancements ACH Billing Reports improvements Hierarchy UI – Main action buttons in solid filled color Station Provisioning UI and functional changes Renamed unclear entity and entity user permission names Removed old style GHS drop-down list Instant Accept SaaS and Plugin […]

QuickBooks Desktop and Instant Accept Demo

By Instant AcceptPosted on August 12, 2020September 20, 2021Posted in Demos, How Tos, Instant Accept, Instant Accept Demos, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Tips, VideosTagged Customer Record, Email Invoice, Email Receipts, Instant Accept Demo, Instant Accept Settings, Instant Accept Videos, Instant Accept Walkthroughs, Invoices, Pay Invoices, Process Payments, QuickBooks Desktop, QuickBooks Profile, Sales Tax, tokenization, Transaction Receipts, Unpaid Invoices, Void InvoiceNo Comments

Link to video on YouTube. QuickBooks Desktop and Instant Accept Demo Video Transcription: Hello, and welcome to the instant accept installation video for QuickBooks Desktop. In this video, we will go over how to set up your instant accept account with QuickBooks. We will walk through how to sync your instant accept account with your […]

Seamless Integration Between Payments and QuickBooks

By Instant AcceptPosted on March 6, 2014July 14, 2022Posted in Features, Instant Accept, Instant Accept Desktop, Instant Accept Financials, Instant Accept Online, Instant Accept Point of Sale, Payment Gateway, Payments, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Financial, QuickBooks Integration, QuickBooks Online, QuickBooks Point of Sale, QuickBooks Premier, QuickBooks ProTagged Accounting Software, Customer Record, Introduction, Invoices, Overview, Payment Gateway, Payment Processing, Point of Sale, QuickBooks, Receipts, Seamless IntegrationNo Comments

The face of doing business is constantly evolving and nowadays, with technological innovations around every corner, those changes are coming more swiftly than ever before. As a business owner staying on top of these changes, and in charge of your business prove to be a daunting task. At Instant Accept we look to help make […]