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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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  • Guest
    Jun 14, 2023

    Description: When I write a check in Neos and it gets sent to Quickbooks, the "memo" area that prints on the stub and the "memo" area on the check are not printing correctly. It looks like the fields need to be changed. For instance:
    In Needles, the memo would read - case number / client name / description
    In Neos, the memo reads - description / case number / client name

    This quite often will cut off the client's name if the description is too long.

    And also, when there is more than one invoice being paid on a check, nothing should appear on the memo line of the check, the only printout should be on the stubs.

    I have attached a sample of what a Needles check looked like and what the current Neos check looks like.

    I need this changed to the old format, as I am spending an excessive amount of time double checking everything and hand-writing the client's name on many of the checks.