Skip to main content
B
BCKim
September 1, 2022
Question

Instant Accept Payments

  • September 1, 2022
  • 1 reply
  • 0 views

We use Instant Accept (third party) for online payments.   Many of our payments are recurring through Instant Accept and when they get applied to the customer account they are applied to an AR Account that is inactive in the payment window which means I have to go into each payment and select the correct AR account and then re-apply the payment.  Tech Support at Instant Accept has tried everything that they know of and says it is a QuickBooks issue.  I use Quickbooks Desktop Pro 2020.  Any help would be greatly appreciated.

1 reply

BigRedConsulting
BigRedConsulting
September 1, 2022

RE: Many of our payments are recurring through Instant Accept and when they get applied to the customer account they are applied to an AR Account that is inactive in the payment window which means I have to go into each payment and select the correct AR account and then re-apply the payment. 

 

Questions:

- How are the payments added to your QuickBooks file?

- What is the name of the A/R account that is used? What is the desired account name?

B
BCKimAuthor
September 1, 2022

Instant Accept is an Intergrated Application in QB's.

 

This only happens with the recurring transactions.  In the payment window under AR Accounts they are being applied to Accounts Receivable - Coppell (inactive) instead of Accounts Receivable - Grapevine.

 

This means the payment never gets applied to the invoice unless I go into each payment and manually change it from Coppell to Grapevine.  Then the invoices show up and I can put a check mark next to the invoice I am applying the payment to.

A
Archie_B
September 1, 2022

Thank you for providing the details, BCKim.

 

I've checked and found out that the third-party application you're using isn't fully integrated with QuickBooks Desktop yet. 

 

Keep in mind that QuickBooks will base it on the initial setup and how data is transferred from the third-party app. As a result, you should check the app's preferences and make any necessary changes, or you can modify the Account Receivable account manually each time you process a payment.

 

I've added this link where you can check or look for other compatible applications for QuickBooks Desktop: Apps for QuickBooks Desktop. It includes additional information about the app as well as user reviews.

 

You can also visit this article if you'd like to explore other option in taking and processing payments in QuickBooks Desktop.

 

Please don't hesitate to contact us again if you have any further payment concerns. I am always available. Enjoy your day.

Terms & ConditionsAccessibility statement