Instant Accept Financials Tutorials Archives

How to View Your Transaction History in Instant Accept Financial

By Instant AcceptPosted on July 2, 2018July 14, 2022Posted in How Tos, Instant Accept, Instant Accept Desktop, Instant Accept Financials, Instant Accept Legacy, Instant Accept V1.0, QuickBooks Desktop, QuickBooks Financial, QuickBooks IntegrationTagged Instant Accept Financial, Instant Accept Financial Walkthroughs, Instant Accept Financials Tutorials, QuickBooks Financial, Transaction HistoryNo Comments

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

By Instant AcceptPosted on May 28, 2018July 14, 2022Posted in How Tos, Instant Accept Legacy, Instant Accept V1.0, QuickBooks Desktop, QuickBooks Financial, QuickBooks IntegrationTagged Instant Accept Desktop Walkthroughs, Instant Accept Financial Walkthroughs, Instant Accept Financials Tutorials, Instant Accept Walkthroughs, QuickBooks Desktop, QuickBooks Financial, Refunding Transactions, Voiding TransactionsNo Comments

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 […]

Refund Transactions for QuickBooks Financial

By Instant AcceptPosted on February 16, 2018July 14, 2022Posted in Instant Accept, Instant Accept Financials, Instant Accept Legacy, Instant Accept V1.0, QuickBooks Desktop, QuickBooks Financial, Refunds, TransactionsTagged Instant Accept Desktop Walkthroughs, Instant Accept Financial Walkthroughs, Instant Accept Financials Tutorials, Instant Accept Walkthroughs, Refunding TransactionsNo Comments

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 […]