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Accounting Integrations

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Neos | "Received From" field in QuickBooks displays Party and Case Number

When creating a deposit request in the Neos Value tab the Payor is displayed appropriately as the Provider's name and will also display accordingly in the integrator. However, when exporting to QuickBooks the Payor is displayed as the customer. It...
Guest about 1 year ago in Accounting Integrations 0

Needles should integrate with QuickBooks Online

Needles should be able to integrate with Quickbooks online as well as Desktop
Guest over 3 years ago in Accounting Integrations / Integrations 2

Neos: Wants to be able to print check multiple checks at once for same provider.

In the desktop version, when I wanted to process a check, the steps were as follows. Case, check processing, export checks. Then I could click on value and select some OR all of the checks. In the case where we have paid multiple checks, I could s...
Guest almost 3 years ago in Accounting Integrations / Integrations 0

Quickbooks Transactions Should be Bi-Directional

Changes to values in Quickbooks should be reflected in Neos after checks are exported from Neos into Quickbooks.
Guest 9 months ago in Accounting Integrations 0

Revert Quickbooks Option to Allow a Credit to be marked under a Payment

Revert the update to allow the Value tab to put a Credit item under a payment
Guest 10 months ago in Accounting Integrations 0

The Neos QuickBooks Integrator does not allow for the editing of payee names for exported checks

In Needles 5, the QB Vendor allowed for the editing of details such as the vendor's payment settings. In Neos, this sort of flexibility is not possible. Such functionality should be included and/or expanded on as opposed to removed.
Guest 10 months ago in Accounting Integrations 0

NEOS - Link 1099 Status Checkbox in QB with Provider Info in Neos

Quickbooks vendor/customer profiles has a checkbox that determines if they are a 1099. Being as it is a standard field in quickbooks, it would be nice if it became a standard field in Needles for a name that could be updated through the integrator.
Guest over 2 years ago in Accounting Integrations / Integrations 0

Link Multiple Names at a Time from the Accounting Tab

When linking names in Neos, having to do so one by one is extremely tedious. A change in UI that allows for performing multiple links at a time would help mitigate the tedium and number of clicks necessary to connect firms often massive clientele ...
Guest 11 months ago in Accounting Integrations 1

Export deposits as a batch deposit

Similar to "Write one check per payee", you should have the ability to "write 1 deposit" so they do not push into QuickBooks 10 times
Guest over 3 years ago in Accounting Integrations / Integrations 1

Neos - QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000
Guest over 2 years ago in Accounting Integrations / Integrations 0