Quickbooks Integration
- Stephanie Pepper (e-manage|ONE)
See the following section of the Training Guide in the Accounting section for details on the overview of how e-manageONE integrates with Quickbooks.
Below are some instructions but the video below goes through the process of setting up QuickBooks all the way through testing:
QuickBooks Integration
For QuickBooks users only. Go to 'Tools' on the top Toolbar and click 'Configure User Settings'.
QuickBooks Integration Application
From the e-manageONE application click the Main Tool Menu, QuickBooks, Open QuickBooks Integration.
The QuickBooks Integration will open and this is where you can make changes, import chart of accounts and where you push data into QuickBooks.
Make sure you 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 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.
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.