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💳 Credit Card Charges

💳 Credit Card Charges

Processing and reconciling credit card charges in e-manage|ONE is a simple, efficient way to keep your financial records accurate and synced with QuickBooks. This guide outlines the full process—from account setup to reconciliation.

🧾 Step-by-Step Process

Step 1: Set Up Credit Cards in QuickBooks

Before using credit card charges in e-manage|ONE, ensure your credit card accounts are properly set up in QuickBooks.

📘 Need help with this setup? See our QuickBooks Setup Guide for detailed instructions.

Step 2: Import Accounts into e-manage|ONE

  1. Navigate to: Finance → QuickBooks Integration

  2. Click Import → Import/View Chart of Accounts

  3. Select Import to bring in your QuickBooks accounts

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Step 3: Activate Your Accounts in e-manage|ONE

  1. In the imported list, locate the relevant credit card account(s)

  2. Check the box under "Use in e-manage" to activate the account

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Step 4: Enter Credit Card Charges

  1. Navigate to: Finance → Credit Card Charges

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  1. Complete the required fields in the Primary Information window

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  1. Fill in the dropdowns in the Record Information section

Step 5: Job Cost the Credit Card Charge

To apply the charge to a job or service ticket:

  1. Select the appropriate Project and Order

  2. Enter relevant details using the available dropdowns

  3. Click Save – the charge will appear in the lower section

Optionally, leave Commissionable Cost checked (default) or uncheck if non-commissionable

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Step 6: Push Charges to QuickBooks

To send charges to QuickBooks for reconciliation:

  1. Open the QuickBooks Integration app

  2. Select Credit Card Charges on the left panel

  3. Highlight the transaction

  4. Click Send to QuickBooks

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🗑️ Deleting a Previously Entered Transaction

To delete a credit card charge:

  1. Highlight the transaction

  2. Press Delete on your keyboard

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🧮 Additional Note: Journal Costs

If you need to apply a job cost that isn't linked to a credit card charge, you can use the Journal Costs feature to enter either commissionable or non-commissionable costs.

📘 For instructions, see the Journal Costs Help Guide.