When deposits are created in QuickBooks, they can be posted to Neos as Credit Value entries with a "Settlement Amount" Type Value Code using the Neos QuickBooks integrator.
To create a deposit in QuickBooks:
Navigate to Banking > Make Deposits.
Set the Received From field to the Case Customer/Job > Job (Neos Case Number). This field is required to sync the deposit.
You may include a Memo, Pmt Meth (Payment Method), and Amount, which also sync to Neos. NOTE: Chk No. does not post back to Neos.
Choose the From Account. This field does not sync to Neos but is required to make a deposit in QuickBooks.
Click Save and Close when complete.
Once the deposit is saved, navigate to the Neos QuickBooks Integrator to post the deposit as a Settlement Amount Value item in Neos.
NOTE: If the deposit is deleted from QuickBooks, it will not display in the integrator. If a deposit is voided in QuickBooks (right-click deposit entry > Void Deposit), the Amount will show zero. To remove the voided entry from the integrator, post the entry to Neos and then delete the created Value item from the Case.