Ideas & Enhancements

2 Vote

Neos - QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

QuickBooks - extend the viewable lines in the Integrator from 500 to 1,000

Created 25 Feb 14:49

Accounting Integrations / Integrations

0
2 Vote

Select "Print One check for same Provider"

I have multiple check requests for the same provider that I would like to be able to have them print onto one check instead of 100 checks. I used to be able to do that in Needles 4.8.2.

Created 20 Jan 19:13

Accounting Integrations / Integrations

0
2 Vote

Neos/QB: Restrict Account Listing

The quickbooks integration currently lists EVERY account in the company file. We should be able to select the "user-facing" accounts, for privacy and security purposes.

Created 24 Jun 15:14

Accounting Integrations / 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

Created 26 Jul 13:41

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.

Created 22 Jul 14:43

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 ...

Created 29 Jun 12:49

Accounting Integrations

1
1 Vote

Quickbooks Error H202

On a multi-user network, QuickBooks company files are stored on a server computer. All other computers connected to the network are called workstations. When a workstation fails to access a company file placed on another computer, it results in H2...

Created 01 Feb 09:27

Accounting Integrations

0
1 Vote

Neos - Add Ability to See of a Name in a Check Request is linked to QuickBooks

When viewing checks in the queue, it would be helpful to see if a name (party or provider) is linked to a name in QuickBooks before posting the check to QuickBooks. This would allow the user to go link any names from Neos that may already exist in...

Created 14 Jan 21:52

Accounting Integrations

0
1 Vote

Add Reconciler To Quickbooks SDK Integrator

It has been requested that a reconciler program be added to the quickbooks SDK integrator, so that users can modify exported value items from Neos in order to link up with what is existing within Quickbooks. Example: Value item export where the fi...

Created 20 Jul 16:16

Accounting Integrations

0
1 Vote

Neos - Quickbooks Integration with Invoice Creation

Currently, the quickbooks integration is very simple, and only allows the exporting of checks, and deposits; however, it would be extremely useful to export Time entries to an invoice, so we could serve our clients invoices with ease. These invoic...

Created 08 Jan 22:02

Accounting Integrations / General

1