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Among what everyone is referring to as the “new norm” how do businesses open safely. Maryland Associations of CPAs has created a guide of best practices for opening businesses in a responsibly social manner where you can find information from local, federal, and state sources. You can also find guidance from some of our top resources […]
Have you ever found yourself wondering why keeping your accounting under control is such a tedious task? Perhaps these helpful tips from Intuit™ can help you have a more successful time when it comes to your bookkeeping. Get organized and get focused on what’s important… your business! Continue Reading…
To set-up a convenience fee, simply log into the , Instant Accept gateway. Go to Hierarchy Click on the “Convenience Fee” tab. You can select what type and how much of a convenience fee you would like to set-up and save. Want to see more tips and tricks to help you find ways to speed […]
May 2020 Tips and Tricks for Instant Accept and QuickBooks Verifying Your Connection In your system tray, you can right click on the Instant Accept service icon and check the status to verify you are connected. Want to see more tips and tricks to help you find ways to speed up your bookkeeping and payment […]
Stay in contact with your customers and clients. Especially during these times, it is even more important to keep in communication and keep your brand in front of your customer. In the meantime, take a look at these business ideas and suggestions from the Small Business & Entrepreneurship Council. Continue Reading… Need Additional Information or […]
As a small business, accepting payments, managing your bookkeeping and your everyday accounting should be simple. Instant Accept is the only fully integrated payment acceptance product for all versions of Quickbooks, making it easy to manage small business accounting. The Instant Accept cloud based software provides a seamlessly integrated application that accepts all payment methods […]
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 […]
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 […]
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 […]