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Instant Accept

THE ONLY TRUE DYNAMIC REAL-TIME QUICKBOOKS INTEGRATION!

Instant Accept Financial Walkthroughs

How to View Your Transaction History in Instant Accept Financial

Viewing Transaction History in Instant Accept Financial How To In order to view your transaction history in Instant Accept Financial, you must open your Instant Accept desktop application, login and select “Transactions”. Next search the date range of the transaction you are trying to look up. After the transactions pull up, you have the option […]

Void Transactions for QuickBooks Financial

How to Void Transactions in Instant Accept for QuickBook Financials Need to quickly find out how to void transactions in Instant Accept or QuickBooks Financial?  This tutorial will help you walk through the few steps it takes to void your necessary transactions along with a follow through on creating a credit memo afterwards. 1. Completely […]

Instant Accept Financial Video Demo

Instant Accept Financial Video: How it Works With QuickBooks Online Instant Accept Financial is not just another plugin, it is the only true integration with QuickBooks. The integration between Instant Accept and QuickBooks Financial is shown in the video below.  The video will show you how they work together and how it can benefit your […]

Refund Transactions for QuickBooks Financial

Refund Transactions in Quickbook Financials with Instant Accept Walkthrough our easy tutorial for transaction refunds. Completely close out of the Quickbooks program. Open Instant Accept Desktop application (IA icon located on your computer’s desktop). Once logged in (using your IA credentials), select Voids/Refunds icon. Select date range, customer name, and/or last 4 digits of the […]

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