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Ideas & Enhancements
Created by Guest
Created on Dec 5, 2023

QB online - description needs to copy into memo line - and make the check automatically select print later

For QB online - when a check is sent to QB Online - the description (client name/case number/memo line from VT) goes into the description box -- it needs to ALSO go to the Memo line in QBO so that it shows up on the check in the memo line. Super important and we have to manually copy this into every check we print on QBO now. I've been told there is a fix in the works but it has been 8 months. I will pay $5,000.00 to have a dedicated NEOS programmer or whoever to work on this issue to save us the amount of time that it is taking to properly print checks on cases through QBO.


Also - when a check is sent from NEOS to QBO - it needs to automatically select 'print later' - so that we can batch print the checks instead of opening up each check separately, click 'print later'


Please implement this. I know it can be done.

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  • Guest
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    Mar 12, 2024

    This definitely needs to happen soon! It's ridiculously time consuming to have to copy the description into the memo on every check! PLEASE FIX THIS!!