QuickBooks Online Setup

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Jun 14, 2024
3 min read

Quick Note: The current QuickBooks Online integration has limited timesheet functionality and does not support sales commission transfers or credit card charges data due to QuickBooks Online's own limitations. We're actively seeking improvements and appreciate your understanding. It is VERY important that you do your due diligence to ensure QuickBooks Online has all the features you need and use in QuickBooks desktop as we are aware there are some missing features on their end.

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.