Customer Record

Bug Fixes for Februrary 24. 2021

Instant AcceptFebruary 24, 2021Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesCustomer 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

Instant AcceptSeptember 10, 2020Features, Instant Accept, Stored Profiles, Tips, Tips & TricksCustomer 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

Instant AcceptAugust 15, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesACH, 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

Instant AcceptAugust 12, 2020Demos, How Tos, Instant Accept, Instant Accept Demos, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Tips, VideosCustomer 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

Instant AcceptMarch 6, 2014Features, 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 ProAccounting 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 […]