QuickBooks POS Archives - Instant Accept, LLC

Point of Sale Tips for Applying a Down Payment

Instant AcceptApril 1, 2022April 11, 2022How Tos, Tips, Tips & TricksDown Payment, Layaway, QuickBooks POS, Sales Orders, Work OrdersNo Comments

To take a down payment on a sales order, work order or layaway, you will create the order in QuickBooks and take payment on the order through Instant Accept. In QuickBooks, once the order is created, please go to the: 1. Home Screen a. I want to b. IA Sales Order/IA Work Order/IA […]

Features and Enhancements for March 23, 2021

Instant AcceptMarch 23, 2021January 18, 2022Features and Enhancements, Instant Accept, Instant Accept Financials, Instant Accept Point of Sale, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, QuickBooks Point of Sale, Support, UpdatesAuto Pay, File Attachments, Instant Accept Financial, Instant Accept POS, Invoices, QuickBooks, QuickBooks Financial, QuickBooks POS, Virtual Terminal1 Comment

What’s New Instant Accept Invoice file attachments Instant Accept Customer Auto Pay Consistent size for VT in Financial and POS Plugins Release Version: 1.75.00 Other Updates This Month March 23, 2021 – Bug Fixes – Release Version 1.75.00

Features and Enhancements for September 03, 2020

Instant AcceptSeptember 3, 2020January 18, 2022Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesAccount Holder Type, ACH, Create Invoice, Create Profile, Customer Credit, Instant Accept Installer, Instant Accept Plugin, Instant Accept SaaS, Merchant, Partner, Pay Invoices, QuickBooks, QuickBooks Financial, QuickBooks POS, QuickBooks Service, Receive Payment, Reseller, SaaS, SEC Codes, Virtual Terminal1 Comment

Instant Accept What’s New Added SEC code options in station provisioning for ACH Added an ability to always auto store Card and ACH profiles from Virtual Terminal and removed the manual ‘Create Profile’ option from Virtual Terminal. Added an ability to set GHS from Partner/Reseller/Merchant grids and when user navigates, the subsequent behavior correctly corresponds […]

Increase Profits with Recurring Billing and Instant Accept

Instant AcceptJune 29, 2020September 13, 2021Features, Instant Accept, QuickBooks Integration, Recurring ManagerImprove Revenue, QuickBooks, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Financial, QuickBooks Online, QuickBooks POS, QuickBooks Premiere, QuickBooks Pro, Recurring Billing, Recurring InvoicesNo Comments

Recurring Billing and Invoicing in Instant Accept Recurring billing and invoices can be useful in several scenarios that occur regularly in many types of businesses. In this blog we will explore two ways a business would use recurring invoicing and receive recurring payments for their products and services. Benefit from Recurring Billing and Invoices on […]

Bug Fixes for June 17, 2020

Instant AcceptJune 17, 2020January 18, 2022Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesACH, ACH Transactions, Create Invoice, Create Sales, Delete Merchant, Edit Template, Email Invoice, GHS, Hierarchy, Instant Accept Installer, Instant Accept Plugin, Merchant, Products & Services, Provisioning Updates, QuickBooks, QuickBooks Desktop, QuickBooks POS, Receipts, Refund Receipts, Standalone Credit, Support, Token Manager, Virtual Terminal1 Comment

Instant Accept Going to Virtual Terminal when merchant is selected in GHS should pull the selected merchant’s stations only in GHS popup window Token Manager > Card Updater Tokens Report – GHS window to choose Merchant from does not pop up Delete profile bug in Token Manager Hierarchy > Merchants > Users tab – Resend […]

Instant Accept Features and Benefits

Instant AcceptSeptember 21, 2018January 18, 2022Features, Instant Accept, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, QuickBooks PremierQuickBooks, QuickBooks Desktop, QuickBooks Financial, QuickBooks Online, QuickBooks POSNo Comments

Have all the functionality of QuickBooks®. Instant Accept offers merchants who use QuickBooks® POS, QuickBooks® Financial or QuickBooks® Online the ability to use any merchant service provider they choose. Everything you can do in QuickBooks® can be done in Instant Accept from any location where you have internet access, allowing you to manage everything from […]

Benefits of Using Instant Accept Point of Sale

Instant AcceptSeptember 5, 2018January 18, 2022Features, Instant Accept, Instant Accept Point of Sale, Point of Sale, QuickBooks IntegrationBenefits, Instant Accept POS, Point of Sale, QuickBooks POSNo Comments

Point of Sale – Instant Accept with QuickBooks The integration between Instant Accept point of sale and QuickBooks is not just another plugin. It is the only true integrated software that syncs with your payment processing information with your QuickBooks data file. Because of our integration you will find that you have more time to […]

Selecting Default Receipt Printer

Instant AcceptJune 30, 2018September 20, 2021Hardware, How Tos, Instant Accept Legacy, Instant Accept V1.0, Printers, TipsInstant Accept POS, QuickBooks POS, Receipt PrintersNo Comments

Your computer will not always set the correct default receipt printer. We have provided a quick walkthrough to help setup your default receipt printer. Go to “Start Menu” on your computer located in the bottom left corner of the screen then go to Devices and Printers. Right click on the printer you are using for […]

QuickBooks Error Message – Sorry POS got stuck for a second

Instant AcceptJune 4, 2018September 20, 2021Error Messages, How Tos, Instant Accept Legacy, Instant Accept Point of Sale, Instant Accept V1.0, Point of Sale, QuickBooks Integration, TipsError Messages, Instant Accept POS Tutorials, Instant Accept POS Updates, Instant Accept POS Walkthroughs, Instant Accept Walkthroughs, QuickBooks POSNo Comments

Resolving the QuickBooks Error for Point of Sale Below are some steps to assist you in resolving this QuickBooks error message. located in your C drive go to program data. Choose InstantAccept Right Click Click Properties Click Security > EDIT > ADD Type “EVERYONE” in the open box Give them full control Click Apply > […]

Refund Transactions Within QuickBooks POS

Instant AcceptFebruary 15, 2018July 14, 2022Features, How Tos, Instant Accept, Instant Accept Legacy, Instant Accept V1.0, QuickBooks Integration, Refunds, Tips, TransactionsInstant Accept, Instant Accept POS Tutorials, Instant Accept Walkthroughs, Issuing a Refund, QuickBooks, QuickBooks POS, Refund a Transaction, RefundsNo Comments

Refund Transactions Option 2 The following steps will walk you through one option to be able to refund transactions. Click the “Make a Sale” icon in the center top of your QuickBooks POS screen. NOTE: To utilize this option you will need to contact the Instant Accept support team at (855) 220-2840. They can then […]