Within the Settings window, you may choose to have the Integrator automatically sync new checks, and new deposits to QuickBooks.
To automatically sync data:
Click the Settings button on the Neos QuickBooks Integrator.
In the Auto Sync Option section, select the checkbox for Check Queue and/or Deposit Queue. Check/Deposit requests that are created in Neos and have Company, Credit, and Debit Accounts filled in and matched in your firm's QuickBooks file will automatically sync to QuickBooks when the integrator is open. You may see them briefly in the Integrator but when the requests are automatically posted to QuickBooks, they will be removed from the Integrator.
The check number of a printed check request from QuickBooks will sync back to the associated Neos Case in the Reference field of the Value Transaction when the Auto Run timer is set to a value over zero.
The AutoRun determines how frequently the sync will occur and how quickly data from posted checks and deposits will push back to Neos (e.g., check numbers).
It is recommended to set the Auto Run to every 30 minutes or greater. Anything less than 30 minutes can delay the performance of QuickBooks and the Neos QuickBooks Integrator.
NOTE: The Names Queue will be removed at a later date, as the Names Tab has been replaced by the Add New Name/Link feature.
Click the Save button at the bottom of the window, then click the Yes button to save your changes.
Click the OK button on the success message.
Click the Close button to close the Settings window and return to the QuickBooks Integrator.
Review Add New Name/Link and Remove a Name Link to properly exchange data between Neos and QuickBooks.