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Accounting Integrations

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Neos - Quickbooks Integration with Invoice Creation

Currently, the quickbooks integration is very simple, and only allows the exporting of checks, and deposits; however, it would be extremely useful to export Time entries to an invoice, so we could serve our clients invoices with ease. These invoic...
Guest over 3 years ago in Accounting Integrations / General 1

QuickBooks export should be off of the value item not the transaction

In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...
Guest over 3 years ago in Accounting Integrations / Integrations 1

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

Add Additional details to complete QuickBooks SDK Integration

Currently, a user is prompted to activate the QuickBooks Integration. Many customers would believe that was all that was necessary for the integration. We should add a suggested text, to follow the steps outlined in the QuickBooks Integration inst...
Guest over 3 years ago in Accounting Integrations / General 0

Integrator should total up all selected checks before we sent to QB

It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.
Guest almost 4 years ago in Accounting Integrations / Integrations 2 Already exists

Neos/QB: Restrict Account Listing

The quickbooks integration currently lists EVERY account in the company file. We should be able to select the "user-facing" accounts, for privacy and security purposes.
Guest almost 4 years ago in Accounting Integrations / 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

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

Cloud - Populate check number in Neos and case number/customer name on check memo

In previous versions of Needles, when processing a check in QuickBooks the memo section would populate with the case number/customer name. QuickBooks would also push back to Needles to update the memo line in the value item with the check #.
Guest almost 4 years ago in Accounting Integrations / Integrations 2 Already exists

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 4 years ago in Accounting Integrations / Integrations 1