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Ideas & Enhancements
Status Planning to Implement
Categories Integration
Created by Guest
Created on May 22, 2020

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 #.

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  • Guest
    May 22, 2020

    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!