Ensure you have already connected e-manageONE to your Company Quickbooks File (See Map QuickBooks File to e-manage). You will also want to ensure the Quickbooks Integration Files have been installed if e-manageONE was installed previous to Quickbooks otherwise the files automatically download with the Installation of the e-manageONE Software.
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From the e-manageONE application click the Main Tool Menu Finance > QuickBooks Integration.
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This is where you can make changes, import chart of accounts and where you push data into QuickBooks.
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Sending Items over to QuickBooks
You MUST have QuickBooks open when you try to send data over. The first time you try to send data, QuickBooks will ask you to allow e-manage to connect. Allow and move forward. From See here for making the initial connection to Quickbooks and see here for Importing Chart of Accounts, Customers and/or Vendors for the first time.
To push an item over from the e-manage QuickBooks Integration you will Import Chart of Accounts and select the accounts that you will be using with e-manage. You will also want to create an associated WIP account for every COGS account and set the associated COGS account for each WIP account. This is how we set up the automated WIP function.
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In the e-manageONE Administrator Application you will need to do the Account Mapping per Product Type. You should have a Product Type for each COGS Account. Open the Administrator from e-manageONE from the Main Tool Menu. Click Tools, Corporate Division Configuration, select the corporate division you are working on, select the tab below called Dropdown List Setup, scroll through the list to Product Types and select the QB accounts from the dropdown list in the grid.
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manageONE Quickbooks Integration Application to Quickbooks you will simply select from left menu.
Send Deposits = Customer Deposits
Send Receivables = Customer Invoices
Send Payments = Customer Payments
Send Payables = Vendor Bills
Send Customer Orders = The order will automatically send over when you push other items. This menu item should typically only be used by e-manageONE Support Staff.
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Once you are in the correct menu you can highlight the item and simply select “Send to Quickbooks”. It will automatically disappear from this view.
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Mark Entries As Sent to QuickBooks
If you have for some reason created the financial entry manually directly in QuickBooks and you need to clear the entry from the e-manage|ONE QuickBooks Integration Application, you can simply highlight the entry and select “Mark as Sent”.
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