Ideas & Enhancements

Option to select company after a check request is submitted to QB Integrator

In Neos, if a company is not selected after requesting a check by clicking "Add, more", there is no option to select what company the check is coming from before it's sent to Quick Books.


This should be a feature offered in the integrator. It should be a button we can select.

  • Guest
  • Mar 8 2024
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  • Guest commented
    08 Mar 19:34

    There is also no way to edit the company on Neos by going into the value entry that I can find. I have to delete the request and ask them to start over being sure to select the company on the new request.