Ideas & Enhancements

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
  • May 22 2020
  • Planning to Implement
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  • Guest commented
    22 May, 2020 06:14pm

    I agree, this is a crucial function for cutting checks - so that if a provider receives the check they can see the account number (from the memo line in the value tab) and then the client name automatically generated below. Should be an easy fix Needles team!