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Ideas & Enhancements
Created by Guest
Created on Apr 3, 2023

Quickbooks Integrator - Additional Party/Provider/Name Import Fields

Hello, before moving to NEOs, our Accounting department utilized more fields for its Party/Providers in Needles than what the current Quickbooks Integrator tool is capable of, and it is slowing down their workflows for new parties they have to import. We would like to see more fields able to import from NEOS with the QB Integrator Tool.


Right now, they are wanting to have Class Type and Case Types available as well as one of the Alt Case Numbers we use for our cases. It would be ideal to have a mapping feature in the tool to allow some of these additional fields to be pushed over into QB.

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