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Accounting Integrations

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Quickbooks Error H202

On a multi-user network, QuickBooks company files are stored on a server computer. All other computers connected to the network are called workstations. When a workstation fails to access a company file placed on another computer, it results in H2...
Guest about 2 years ago in Accounting Integrations 0

Neos - Add Ability to See of a Name in a Check Request is linked to QuickBooks

When viewing checks in the queue, it would be helpful to see if a name (party or provider) is linked to a name in QuickBooks before posting the check to QuickBooks. This would allow the user to go link any names from Neos that may already exist in...
Guest about 2 years ago in Accounting Integrations 0

Neos: Be able to modify as a default setting what goes into the memo line on check

When exporting a check using the Neos-QuickBooks integrator, it auto-populates the Case # - LastName, Prefix FirstName on the Memo line taking up space for what we want to actually place on it. It would be nice to have a global setting that contro...
Guest over 2 years ago in Accounting Integrations 0

Add Reconciler To Quickbooks SDK Integrator

It has been requested that a reconciler program be added to the quickbooks SDK integrator, so that users can modify exported value items from Neos in order to link up with what is existing within Quickbooks. Example: Value item export where the fi...
Guest over 2 years ago in Accounting Integrations 0

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.

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Guest almost 3 years ago in Accounting Integrations 0

Neos - Allow Transaction Details to be deleted when voiding a QB check

In previous versions of Needles, whenever a check is voided inside of Quickbooks, it would remove the transaction from the value tab entry; however, in the current state of Neos, this simply does nothing, and the user would need to go and remove t...
Guest almost 3 years ago in Accounting Integrations / 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

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 about 3 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

Select "Print One check for same Provider"

I have multiple check requests for the same provider that I would like to be able to have them print onto one check instead of 100 checks. I used to be able to do that in Needles 4.8.2.
Guest about 3 years ago in Accounting Integrations / Integrations 0