March 2015

InstantAccept Online Video Demo

InstantAccept Financial Video Demo

InstantAccept Point of Sale Video Demo

Fun Fact!

This is for Pro, Premiere & Enterprise Quickbooks users:

If you miss the chance to print your transaction receipt within your Quickbooks integration then you have another option, no worries!  Exit out completely from your Quickbooks program and access the desktop version of InstantAccept.

Once open, you will see the dashboard.  Please click the “Transactions” icon.  This will allow you to see all payments processed within InstantAccept.  Filter in the dates then choose your desired transaction and to the far right, click print or email.

Did you know?

This is for Pro, Premiere & Enterprise Quickbooks users:

Did you know that you no longer have to worry about unchecking the “Process Payment when saving” box located within the “Customer Payment” screen?

Please follow these steps to eliminate that extra step:

Click Lists

Customer & Vendor Profile List

Payment List

Click Payment Method

Click New

Type Other

Choose other (from drop down)



Go to Receive Payment screen, choose your customer, enter the amount and choose other for your payment method.  This will now be your default payment.  You no longer have to choose a credit card type on this screen.  Once you choose other it will now forever be your default.

After you populate the customer name and the amount to receive your line item should highlight on its own.  You are done!  Just click “Save and Close” and InstantAccept will pop up allowing you to process.