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  • Create Estimates / Customer Quotes

  • Create Customer Deposit Invoices

  • Create Customer Invoices / Enter Customer Deposits

  • Create Purchase Orders

  • Enter / Process Vendor Deposit Invoices

  • Enter Vendor Bills

  • Create Customer Invoices

  • Apply Payments to Invoices

  • Create Sales Credits

  • Add Journal Costs related to Projects Commissionable or not (i.e. Travel, parking, related project expenses)

  • Commission Plans

  • Create Commissions Payables for Payroll Processing

  • Time Clock Tracking and Job Costing

  • Employee HR Records

What goes to QuickBooks from e-manage?

  • Customer Information if it doesn't exist

  • Customer Project Name and Number / Job #

  • Invoices (Only Account summaries, not every part)

  • Sales Credits

  • Payments

  • Vendor Information if it doesn't exist

  • Vendor Deposits

  • Vendor Bills

  • Journal Cost

  • If you use QB Payroll

    • Employees HR Information

    • Timesheets

    • Commissions

    • PTO / Sick

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