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🔗 QuickBooks Integration Application

🔗 QuickBooks Integration Application

The QuickBooks Integration Application in e-manage|ONE is used to import your chart of accounts, push financial data to QuickBooks, and manage the synchronization between systems.

✅ Before You Begin:
Ensure e-manage|ONE is already connected to your QuickBooks company file. If QuickBooks was installed after e-manage|ONE, be sure the integration files have been installed manually. These are automatically included if QuickBooks was already present at the time of the e-manage|ONE installation.
📘 See: Map QuickBooks File to e-manage|ONE

🚀 Accessing the Integration Application

  1. In e-manage|ONE, navigate to:
    Finance → QuickBooks Integration

  2. This opens the interface where you can:

    • Import your Chart of Accounts

    • Send Customer and Vendor financial data to QuickBooks

    • Mark records as sent to clear them from the pending list

📤 Sending Items to QuickBooks

⚠️ QuickBooks must be open when sending data.

The first time you attempt to send data, QuickBooks will prompt you to authorize e-manage|ONE to connect. Grant access to proceed.

From the left menu of the integration app, choose the type of transaction you'd like to send:

  • Send Deposits → Customer Deposits

  • Send Receivables → Customer Invoices

  • Send Payments → Customer Payments

  • Send Payables → Vendor Bills

  • Send Customer Orders → Typically used by e-manage|ONE Support Staff only; orders will send automatically when pushing related transactions.

To send an item:

  1. Select the appropriate menu item on the left

  2. Highlight the transaction

  3. Click Send to QuickBooks
    The item will disappear from the list once successfully sent

✅ Marking Items as Sent (Without Sending)

If a financial transaction has already been manually entered in QuickBooks, but still appears in the integration application, you can clear it by:

  1. Highlighting the entry

  2. Clicking Mark as Sent

This removes the item from the integration list without sending it again.

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📘 Need More Help?
Refer to this guide for making the initial connection to QuickBooks, and this guide for instructions on importing your Chart of Accounts, Customers, and/or Vendors for the first time.