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 #.
This does not exist. It prints the case number/customer name in the "description" of the check - but that does not populate to the "memo" line that appears on the check. The memo line is blank. QB Online verision
I agree, this is a crucial function for cutting checks - so that if a provider receives the check they can see the account number (from the memo line in the value tab) and then the client name automatically generated below. Should be an easy fix Needles team!
This does not exist. It prints the case number/customer name in the "description" of the check - but that does not populate to the "memo" line that appears on the check. The memo line is blank. QB Online verision
I agree, this is a crucial function for cutting checks - so that if a provider receives the check they can see the account number (from the memo line in the value tab) and then the client name automatically generated below. Should be an easy fix Needles team!