THE ONLY TRUE DYNAMIC REAL-TIME QUICKBOOKS INTEGRATION!
Instant Accept works within your QuickBooks Financial and gives you the ability to still be able to take payments through your customer payment screen or through the sales receipt screen. Instant Accept Financial also gives you the ability to limit what parts of QuickBooks employees can access. Because employees work outside of QuickBooks with in […]
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 […]
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 […]
Instant Accept Online and Syncing Customer Details With QuickBooks Instant Accept gives you the ability to update, edit or change your customer details. In the background your information is syncing with your customer details in your QuickBooks data file. You will still be able to edit or add customer details within your QuickBooks file directly […]
Cannot View My QuickBooks Open Invoices Within InstantAccept Online All QuickBooks open invoices should be viewable within your InstantAccept Online account when you are logged in. If for some reason you are not able to view your open invoices the following steps should help fix the issue. NOTE: Before starting the walkthru process make sure […]
QuickBooks Credit Memos and Instant Accept Desktop – Update Are your credit memos not being created correctly because QuickBooks and your Instant Accept Desktop aren’t syncing correctly? The following update will affect QuickBooks Pro, Premiere and Enterprise Users. Instant Accept Desktop can now auto generate credit memo numbers. To ensure your settings are accurate and […]
Receiving Payments Issues Did you receive the following message? Oh no, Instant Accept isn’t popping up when I try receiving payments!!!!! Then the following walk through will help you with this issue. This walk through is for Instant Accept Desktop users using QuickBooks Pro, Premiere and Enterprise. Sometimes QuickBooks is still running in the back […]
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 > […]
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 […]
Default Process Payments Update This tutorial will help QuickBooks Pro, Premiere & Enterprise Users to process payments. Did you know that you no longer have to worry about unchecking the “Process Payments when saving” box located within the “Customer Payment” screen? Please follow these steps to eliminate that extra step: Click Lists Customer & Vendor […]