POTENTIAL SOLUTION

• Run QB13.exe from the e-manage folder. C:\Program Files\e-manageONE

• The file path within Quickbooks and e-manage most likely does not match. To check:

  • In QB: File → Open Previous Company. Top one will be the path in QB

  • In EM: Tools → Configure User Settings → Quickbooks. Refer to UNC path.

  • You will want to make sure Quickbooks is opening the same way as the path in EM.

• The user may have a different company file open (a backup for example).

• Check the path within QB by going to File → Open Previous Company and ensure the path is the same as in EM User Settings

• Within our Admin program, verify the correct accounts are mapped within the Product Types drop-down list

• Ensure all accounts are active, and appropriately marked as Active and Receivable and/or Payable in the Chart of Accounts

• Please contact support for assistance. The following is information for internal troubleshooting.

• Check the Accounts table and make sure the deposit account for the new division has a QBListID. If not, make it the same as the other division

**NOTE: Only manually set this if the new division is using the same accounts as the old division.

• Click the “+” next to the item not sending and verify all the Accounts have a QBListID. If not, re-import chart of accounts

  • If that doesn’t work, search in QB’s Chart of Accounts (Lists → Chart of Accounts → Search for account name) to make sure there aren’t 2 accounts with the exact same name (income vs expense but both named the same for example).

Option 1:
- Enter actual amount due in e-manage and not the overpayment amount.
- Push over to QuickBooks.
- Enter and process credit in QuickBooks.
- Add a note in e-manage regarding overpayment and how credit was processed (credit on file or check number issued).

Option 2:
- Enter actual amount due in e-manage and not the overpayment amount and do not push over to QuickBooks so check ‘Sent To Accounting’
- Manually enter the payment in QuickBooks with the overpayment amount. You will be prompted by QuickBooks on how you would like to process the credit (credit on file or check number issued).
- Add a note in e-manage regarding overpayment and how credit was processed.

• Check the Salesperson Drop Down list in the HR module to ensure it is tied to the correct salesperson

• Check the “Sales Credit Type” on the Project Information screen, it can not be blank.