June 2015

How to Select Your Receipt Printer as Default for Your Computer

Go to devices and printers under your “start menu”.

  1. Right click on the receipt printer you are using for the computer.
  2. Select “Set as default printer”.
  3. Open your IA POS Settings under your “I want to” option on your POS home screen.
  4. Select “Receipt Print” and make sure the default printer is set to the receipt printer.

Pointers for InstantAccept Online

Even though you have all rights to continue working and creating within your Quickbooks file, InstantAccept also has the ability to accept new and edited information such as:

  • Customer Name / Details
  • Items
  • Sales Tax

You have the choice to work solely within InstantAccept Online or between Quickbooks and InstantAccept.  All information included within InstantAccept Online communicates directly back to your company file.

Good to know fact about Online Quickbooks

When logging into your InstantAccept Online account you should always be able to see all open invoices.  If this is not the case and the information is missing or blank, please follow the steps below for a fix:

  1. Click Settings
  2. Click Add-Ons
  3. Click “Connect to Quickbooks”
  4. Log into your online Quickbooks account
  5. Choose Company file
  6. Click Authorize

Once process is complete, your invoices and other company information should re-appear.

Online Quickbooks / InstantAccept

When working within your Online Quickbooks program the only difference you have is receiving payments.  You can perform all your tasks within Online Quickbooks and just receive payments through InstantAccept.  Once the payment is received, InstantAccept communicates immediately back showing the invoice has been paid.

You also have the option to email invoices to customers allowing them to make independent payments.  Once this payment has been made, you go back to InstantAccept Online and process a gateway sync.  This allows the payment to be pulled into your Quickbooks company file showing a closed invoice.

Creating Credit Memo – Update

This is for Pro, Premiere and Enterprise users:

InstantAccept now auto generates credit memo numbers so we can create credit memos from the desktop version of InstantAccept.  Please follow the steps below to insure your settings are accurate:

  1. Open desktop InstantAccept
  2. Click Settings
  3. Click Number Generation
  4. Under Invoicing Ref Number Generation / Choose InstantAccept Ref Number
  5. Under Other Number Generation / Choose Credit Memo line and click Auto Number Generation

At this point, you should be able to create credit memos with no issues.  This credit should be reflected within your Quickbooks as well.