Parties/Providers that are linked to Customers/Vendors in QuickBooks can be modified on the Names view in the Accounting Tab of Neos.
To edit a name link:
Open the Accounting Tab and select the Names view.
Use the checkboxes to select the currently linked name you wish to edit.
NOTE: Only a single linked name can be edited at a time.
Click the Edit button above the grid.
On the Link Name window, the Name in Neos, Company, and Link Type fields will be disabled by default.
Changes to the Sync Options field can be made. Click the Next button to continue.
NOTE: When a Name Link is set to Link & Update and the option to sync address and name changes is enabled in the QuickBooks Online Integration, any changes made to a contact's Full Name and Address in Neos will automatically update the Customer or Vendor in QuickBooks Online.
On the Search Name section, the selected name will display above the grid, as a currently linked Customer or Vendor in QuickBooks Online.
Search/select the name from your firm's QuickBooks Online to update the current link. Click the Update Link button. The existing name link will be severed and updated to a new link with the contact selected from the grid.
The window will close and the Names view will refresh.