Accounting Integrations

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A bulk action option for linking/unlinking names in the QB Integrator.

Neos itself has "bulk actions" within its system. The QB Integrator could benefit from a similar option/action. The list of Vendors a firm might have can be numerous, which in turn makes going into the Integrator to link each provider a tedious an...

Guest about 1 year ago in Accounting Integrations / Integrations 0

14 VOTE

Accounting tab saving filters

When we log out and back into Neos we have to reset the accounting tabs filters. This becomes frustrating as by default it shows posted and pending checks and having the filters save would save us time having to put the filters back to only show p...

Guest over 1 year ago in Accounting Integrations 2

4 VOTE

Neos- Quickbooks IIF should export zip codes to checks

In Needles, when exporting checks to Quickbooks IIF, checks would have the zip code on them, however in Neos, when doing the same process, checks do not have the zip code. Firms that upgrade from Needles 5 to Neos are no longer able to mail checks...

Guest over 1 year ago in Accounting Integrations 0

2 VOTE

Quickbooks Transactions Should be Bi-Directional

Changes to values in Quickbooks should be reflected in Neos after checks are exported from Neos into Quickbooks.

Guest over 1 year ago in Accounting Integrations 0

1 VOTE

Revert Quickbooks Option to Allow a Credit to be marked under a Payment

Revert the update to allow the Value tab to put a Credit item under a payment

Guest almost 2 years ago in Accounting Integrations 0

1 VOTE

The Neos QuickBooks Integrator does not allow for the editing of payee names for exported checks

In Needles 5, the QB Vendor allowed for the editing of details such as the vendor's payment settings. In Neos, this sort of flexibility is not possible. Such functionality should be included and/or expanded on as opposed to removed.

Guest almost 2 years ago in Accounting Integrations 0

11 VOTE

Quickbooks Online Fixes

Some of the stuff with the Quickbooks Online and the Accounting Tab need fixed: Accounting Tab - should have a column for case name, not just case # Accounting Tab - when selecting multiple items to cut checks on - it should have a total so that w...

Guest almost 2 years ago in Accounting Integrations 0

1 VOTE

Link Multiple Names at a Time from the Accounting Tab

When linking names in Neos, having to do so one by one is extremely tedious. A change in UI that allows for performing multiple links at a time would help mitigate the tedium and number of clicks necessary to connect firms often massive clientele ...

Guest almost 2 years ago in Accounting Integrations 1

2 VOTE

Neos | "Received From" field in QuickBooks displays Party and Case Number

When creating a deposit request in the Neos Value tab the Payor is displayed appropriately as the Provider's name and will also display accordingly in the integrator. However, when exporting to QuickBooks the Payor is displayed as the customer. It...

Guest almost 2 years ago in Accounting Integrations 0

7 VOTE

Neos - Ability to formate name in QuickBooks Export

When exporting checks in Needles, names would display first name last name. In Neos names are exported to checks with last, first. Would love to be able to choose which format I want.

Guest about 2 years ago in Accounting Integrations 4 Planning to Implement

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