Currently when exporting checks/deposits to names that have become unlinked between QuickBooks and Neos, the integrator will create a new name with the Vendor/Provider ID in parenthesis. This duplication can causes issues for firms.
Instead, we would like for the integrator to pop up with a message indicating that the party/customer or the provider/vendor is not currently linked and asking if the user would like to add a new customer/vendor to the QuickBooks company file.
This would then allow the users to be notified when a link may have been severed and prevent a duplication of the name to occur within the Company File.
Guest
Also please fix the QuickBooks Integrator so that it will allow us to re-link names. Our QB Integrator only shows 21 names and we have many more linked names than are shown.