Blog for Instant Accept and Accounting Software with Payments

Features and Enhancements for September 03, 2020

Instant AcceptSeptember 3, 2020Features 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 […]

Bug Fixes for September 03, 2020

Instant AcceptSeptember 3, 2020Bug Fixes, Instant Accept, QuickBooks Integration, UpdatesACH, ACH Profiles, Create Profile, QuickBooks, SEC Codes, Virtual Terminal3 Comments

Instant Accept Merchant Signup Link opens with an error if IA product is disabled IA Merchant Signup Form – Auto Capitalize the first letters of First Name and Last Name Sales Reps – Export PDF or CSV is not working Bug fixes in Switch Account feature Token Manager > Add / Edit Profile – The […]

Digital Marketing Tips for Businesses

Instant AcceptAugust 21, 2020Business Tips, TipsCOVID-19, Improve Business, Improve Revenue, Marketing Ideas, Newsletter, Pandemic, Small BusinessesNo Comments

With the COVID-19 pandemic causing major changes for businesses across the world, small businesses are still looking for ways to adapt to it all. Many businesses are turning to the digital landscape to improve their businesses bottom line. A small survey was created by The Manifest and they’ve shared tips for gaining exposure. Continue Reading… […]

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 […]

Bug Fixes for August 15, 2020

Instant AcceptAugust 15, 2020Bug Fixes, Instant Accept, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesBilling Information, Create Invoice, Create Login, Customer Information, Customer Potal, Edit Customer Information, Edit Invoice, Email Invoice, Gateway Sync, Instant Accept Installer, Instant Accept Plugin, Instant Accept POS, Instant Accept SaaS, Invoices, Make a Sale, QuickBooks, QuickBooks Financial, QuickBooks Online, Saas QuickBooks Desktop, SaaS QuickBooks Financial, Stored Profile, Transactions, Unpaid Invoices, Virtual Terminal1 Comment

Instant Accept 1.74.15 installer – Checking the status of background service throws an error IA SaaS QB Desktop – Email Invoice to Customer > Create Login – Error: Specified Cast is not valid Gateway Sync > Create Invoice to merge the transaction – UX bugs Instant Accept SaaS and Plugin Billing Information and CustomerName:Job is […]

Bookkeeping Tips From the Pros

Instant AcceptAugust 14, 2020Accounting Tips, TipsBookkeeping, Improve Business, Improve Revenue, Newsletter, Small BusinessesNo Comments

You may have a small to mid-sized business but your priorities on your bookkeeping health should be considered and mapped out. Fit Small Business has compiled 25 bookkeeping tips directly from professionals to help businesses get their bookkeeping on track and give you tips to create the strategy that works for your specific business needs. […]

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

https://youtu.be/oKhuGAfvoZw 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 […]

CardPointe Integrated Terminal Transactions Through Virtual Terminal

Instant AcceptAugust 10, 2020Features, Hardware, Instant Accept, Integrations, Tips, Tips & Tricks, Transactions, Virtual TerminalCardPointe Integrated Terminals, Complete Transaction, Newsletter, Send Transaction, Virtual TerminalNo Comments

From the Virtual Terminal, Click “go to send the transaction to the bolt terminal”, Enter the card to complete the transaction. Learn More About the CardPointe Integrated Terminals Integration Contact us to find out how Integrating CardPointe’s EMV Certified Terminals with Instant Accept can help your business. Lean More Schedule a Demo Want to see […]

Changes in the Payment Industry Push On Due to COVID-19

Instant AcceptAugust 7, 2020Industry News3DS2, Authorization Rates, COVID-19, EMV 3DS, Mastercard, Newsletter, Pandemic, Payment Industry, Remote Transactions, Security, Small Businesses, VISANo Comments

Since the COVID-19 pandemic everyone’s daily lives have completely changed. This includes businesses and how our daily business lives function. The payment industry is no different. In fact, the payment industry has taken one of the biggest hits for making changes and creating more security basically overnight. Previously, EMV 3-D Secure 1.0 was introduced has […]

Features and Enhancements for July 23, 2020

Instant AcceptJuly 23, 2020Features and Enhancements, Instant Accept, QuickBooks Integration, Support, UpdatesGrid, Invoices, Order Manager, QuickBooks, Unsettled Transactions3 Comments

Instant Accept Updates and Changes Made improvements in Unsettled Transactions grid response time Made improvements in Order Manager grid response time Instant Accept SaaS Updates and Changes Invoices – Improved paging Release Version: 1.74.15 Other Updates This Month July 23, 2020 – Bug Fixes – Release Version 1.74.15July 07, 2020 – Enhancements – Release Version […]