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Accounting Integrations

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Needles should integrate with QuickBooks Online

Needles should be able to integrate with Quickbooks online as well as Desktop
Guest over 4 years ago in Accounting Integrations / Integrations 2

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 over 1 year ago in Accounting Integrations 0

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 almost 2 years ago in Accounting Integrations 0

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 4 years ago in Accounting Integrations / Integrations 0

Ability to see who is requesting checks

I need to be able to see who's requesting checks in the QB Integrator. I put the check requests in order by requestor & then import to QB in that order so that they are printed in that order. It makes it easier when passing out checks to the e...
Guest about 3 years ago in Accounting Integrations / 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 3 years ago in Accounting Integrations / Integrations 0

Check Export should be customizable so that Client name can be on second level of memo on actual check

When we export checks to QB, there should be an option that the second memo line will autopopulate the client's name. So that when we send a check to a medical provider, the memo line from the value tab can populate (we usually put the account num...
Guest almost 4 years ago in Accounting Integrations / Integrations 0

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 about 4 years ago in Accounting Integrations / Integrations 1

Once a requested check is in the Needles Integrator it appears it cannot be deleted. We are still on a learning curve, of course, but we have a need to be able to delete checks before they are sent to quickbooks needlessly.

No description provided
Guest almost 3 years ago in Accounting Integrations 0

Compatibility with TABS3 Accounting Software

I know we live in a Quickbooks world, however, we would like to see Neos integrate with TABS3 accounting software like it is with Quickbooks.
Guest almost 3 years ago in Accounting Integrations / Integrations 0