Ideas & Enhancements

11 Vote

Integrator should total up all selected checks before we sent to QB

It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.

Created 01 Jul 15:37

Accounting Integrations / Integrations

2 Already exists
10 Vote

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 #.

Created 22 May 13:42

Accounting Integrations / Integrations

2 Already exists
8 Vote

Needles should integrate with QuickBooks Online

Needles should be able to integrate with Quickbooks online as well as Desktop

Created 15 Oct 20:34

Accounting Integrations / Integrations

2 Already exists
1 Vote

Needles messages will forward to actual e-mail

I loved in older Needles that messages sent to staff via Needles would also get sent to our e-mail as well. Great for making sure that messages are posted properly in Needles, and then makes it easy to search for messages in our e-mails if needed.

Created 01 May 15:41

Integrations

0 Already exists