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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
WIP
Accrued Liabilities (Un-billed Cost)
Backlog
Create Customer Invoices
Sales Tax
Candian GST / PST Tax Templates
Discretionary Tax Rates
Statements
Aging Report
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
Enter Inventory Costs
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 Tax by Zip Code (State, City, County, Special District)
Sales Credits
Payments
Vendor Information if it doesn't exist
Vendor Deposits
Vendor Bills
Journal Cost
Inventory Costs
WIP
Accrued Liabilities
If you use QB Payroll
Employees HR Information
Timesheets
Commissions
PTO / Sick
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Every Part in e-manage has to have a Product Type assigned to it.
When you create a new part in e-manage or import a part(s) from a specifying software the Product Type is set.
Once the parts are added to the BOM for a customer quote the parts are already mapped to the product type which is mapped to the appropriate accounts.
Every part is also connected to a Parts Category which determines if a line item should be taxable or non-taxable
In summary
Parts are Mapped to Vendor REFS
Vendor REFs are Mapped to Product Types
Product Types are mapped to QB Accounts
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If you see in the diagram all the QB accounts are attached to the parts and the parts process throughout e-manage with a few clicks with the preassign QB accounts.
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The two following sections will walk you through the Administrator setup of QuickBooks Online or QuickBooks Desktop: |