Page Comparison

The following steps are typically completed during your e-manageONE Implementation:

1. Open Quickbooks

2. Open e-manage > Open Quickbooks Integration (

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1. Finance > Quickbooks Integration

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2. Imports > Import Customers / Vendors

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2. Select Customers

   1. Typically the next two checkboxes will remain unchecked

   2. Company Type = Customer / Bill To

   3. Salesperson = Select “All Salespeople Can Access”

   4. Status = Active (Sales Territory, Market Type & Referred By can remain blank)

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3. If you have Contacts entered into QB that you’d like to import

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1. , place a check in “Contacts are also in Quickbooks”

   1. Contact Type = General (can be updated later if necessary)

   2. Contact Status = Active

2. Select “Begin Import”

3. Once Import of Customers is completed you can select “Vendors” > Adjust Company Type to “Vendor” and repeat Steps 4 through 6 above

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