Add a New Chart of Account

Once you add the new Chart of Account into Quickbooks you will need to Import into e-manage|ONE and finalize some settings. Follow the instructions below to completely setup a new account in e-manage|ONE.

1. Add New Account in Quickbooks

   

2. Import Account into e-manage|ONE in the Quickbooks Integration Application

   1. Select Imports > Import / View Chart of Accounts

      

   2. Select Import on the top Toolbar

      

3. Activate Account

   1. Mark account as Active (Use in e-manage)

      

   2. Mark account as Receivable and/or Payable (If using WIP functionality you will need to mark both due to the automated WIP/COGS functionality - postings that take place in both the receivable and payable)

      

   3. If the account you are setting up is a WIP account you must also select the COGS Offset Account

      

4. Configure Drop Down

   1. Administrator Application > Tools > Corporate Division Configuration > Drop Down List Setup > Navigate to Product Types > Add a New Drop Down if Necessary or Simply Assign Account to Applicable Product Type