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QuickBooks Online Setup

QuickBooks Online Setup

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Dec 26, 2024
3 min read

Important Considerations: The current QuickBooks Online integration has certain limitations due to QuickBooks Online's own constraints. It is very important that you do your due diligence to ensure QuickBooks Online supports all the features you need. We are aware of the following limitations compared to QuickBooks Desktop:

  • Timesheet Functionality: Limited functionality is available.

  • Sales Commission and Payroll Transfers: These are not supported.

  • Early Pay for Vendor Bills: Some customers have reported limitations in handling early payment discounts for vendor bills.

  • Credit Card Charges Data: Currently not supported, but we are actively working on potential future support for this feature.

We recommend that you thoroughly assess whether QuickBooks Online will work for your needs, as there may be other missing features specific to your business requirements.

This section will walk you through how to integrate e-manage|ONE with QuickBooks Online.

  1. Login to the Administrator Application by navigating to the File menu → Select e-manage|ONE Administrator.

  2. In the Administrator application, navigate to Corporate Division Configuration and select “Use QuickBooks Online” and Save.

  3. Open the QuickBooks Integration application from the Finance menu within the main e-manage|ONE application.

  4. In the QuickBooks Integration application, select “QuickBooks Login” in the upper right corner.

  5. Login using your QuickBooks Online credentials.

  1. Select “Connect” to establish connection to your QuickBooks Online file.

The following warning may appear if you use the incorrect login to QuickBooks online:

  1. See here to Import your Chart of Accounts and finalize the setup to your Product Types. This step must be completed even if you have already imported your Chart of Accounts previously using QuickBooks Desktop.

  2. Lastly, if you were previously using QuickBooks Desktop you will need to navigate to Tools → Migrate QB Desktop to QB Online → Select All Items → Select Process.

See here for all information regarding how to use the QuickBooks Integration application to send items from e-manage|ONE to QuickBooks online.