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Ideas & Enhancements
Created by Guest
Created on Feb 1, 2023

QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field

When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every check and if the memo field is too long it cuts off the client's name.

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