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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 […]
Receive Payments for Work, Sales & Layaway Orders Within InstantAccept Instant Accept Point of Sale User Tips You can continue creating the orders as usual. The only difference is when you’re ready to collect the installments. Follow the steps below: Go to the home page Click I want to Click which order you’re receiving money […]
How to Edit Signature Line Receipt Follow these steps to edit signature line of your QuickBooks and InstantAccept Receipts. Go to your POS home screen then select I Want to<IA POS Settings<Receipt Print If you have a logo you would like to upload, simply click on the “Logo” box and upload your png formatted picture. […]
Processing Card Transactions in Instant Accept Desktop Tips In todays walkthrough we are going to learn about processing card transactions and hopefully shed some light on questions or issues merchants may be having when processing your payment cards. This includes credit and debit transactions. This is a common mis-step when processing card transactions within this […]
Print Receipts for Your Transactions Sometimes as we are working through the day and accepting transactions we forget to print receipts or the customer asks for their receipt. There are other options to print a receipt from QuickBooks so if you missed the chance to print your receipts for your transactions within your Quickbooks integration then […]
Accessing the Instant Accept POS Settings Instant Accept POS Settings lets you modify your login credentials, payment processing details and receipt details. For Instance, this is where you can change your company logo, contact information or edit your signature line text. Follow the walk through below to make changes to your settings. Open Instant Accept, […]
