Integrate Seamlessly with QuickBooks: Streamlining Your Bookkeeping with e-manage

At e-manage, we understand the challenges businesses face when it comes to managing finances effectively. e-manage|ONE integrates with QuickBooks, revolutionizing the way you handle your bookkeeping processes. With e-manage and QuickBooks working hand in hand, you can experience a new level of ease and automation.

The Perfect Pair: e-manage and QuickBooks

At its core, e-manage is not an accounting system, but it plays a pivotal role in automating and simplifying most of your bookkeeping tasks. We’ve developed e-manage with a built-in bookkeeper, aimed at streamlining processes like Work in Progress (WIP) and other essential financial operations—all just a click away!

The primary goal of this integration is to make your life easier by eliminating redundant tasks and providing a seamless experience. When you shift to e-manage, we encourage you to rethink your existing processes. Just because something has been done a certain way in the past doesn’t mean it’s the most efficient, especially with the power of e-manage on your side.

Unlocking the Full Potential: What e-manage Brings to Your Bookkeeping

• Create Estimates / Customer Quotes: Generate detailed estimates and customer quotes effortlessly, setting the stage for smooth transactional processes.
• Create Customer Deposit Invoices: Organize cash flow effectively by creating customer deposit invoices without the hassle.
• Enter Customer Deposits: Record and track customer deposits with ease.
• Create Purchase Orders: Simplify procurement by creating purchase orders directly in e-manage.
• Enter Vendor Deposit Invoices: Manage vendor deposits efficiently through e-manage.
• Enter Vendor Bills: Seamlessly handle vendor bills with just a few clicks.
• Create Customer Invoices: Issue customer invoices quickly and accurately.
• Apply Payments: Manage payments and track outstanding balances seamlessly.
• Add Journal Costs related to Projects: Keep all project-related costs in check by adding journal costs.
• Create Commissions Payables: Streamline commissions payables for smoother accounting.

e-manage to QuickBooks: What Goes Where?

When you integrate e-manage with QuickBooks, certain data will flow between the systems, ensuring both platforms are in sync:

    – Customer Information (if it doesn’t exist in QuickBooks)

    – Project/Job #

    – Invoices (Only Account summaries, not every part)

    – Payments

    – Vendor Information (if it doesn’t exist in QuickBooks)

    – Vendor Bills

    – Journal Cost

For businesses using QB Payroll, additional data that will be transferred includes:

    – Employees

    – Timesheets

    – Commissions

    – PTO / Sick

Simplifying the Integration Process: Step-by-Step Guide

To ensure seamless integration and hassle-free bookkeeping, it’s essential to follow specific disciplines when connecting e-manage with your QuickBooks file. Let’s walk you through the process step-by-step:

1. First Join (Product Types): In the administrator section, you can find Product Types under dropdowns. These Product Types help categorize different parts like Furniture, Freight, Labor, etc. Just like chart of accounts in QuickBooks, Product Types play a crucial role in grouping similar items together. While many users recreate their chart of accounts as Product Types, you can choose to keep it simpler and more efficient by using Product Types to manage details in e-manage while minimizing accounts in QuickBooks. For Example:

2. Second Join (Vendor REFs): Vendor REFs are codes specific to each manufacturer, used in specifying software like 20/20, Project Matrix, and CET. Assign Vendor REFs to Product Types, and e-manage will automatically grab the relevant Vendor REF when importing parts from specifying software and assign them to the corresponding Product Type.

3. Third Join (Parts): Every part in e-manage needs to have a Product Type assigned to it. Whether you create a new part or import them from specifying software, make sure each part is correctly mapped to its Product Type.

By ensuring these joins are appropriately set up at the beginning of your process, you can simplify various tasks with just a click of a button!

A Journey Through Efficiency: The Complete Project Process

With e-manage and QuickBooks working together, your projects will progress seamlessly:

• Parts are added to the BOM: Add parts to the Bill of Materials (BOM) for each project, ensuring you have a complete overview.

• Parts are part of a quote: Automatically include parts in customer quotes, saving time and avoiding manual data entry.

• The Quote is Processed as an order: Convert quotes to orders effortlessly, without re-entering information.

• The Order is attached to the quote: All order information is linked to the original quote, simplifying data management.

• Purchase orders are attached to an Order: Easily link purchase orders to relevant orders.

• Acknowledgments are attached to Purchase Orders: Manage vendor acknowledgments with ease.

• Payables are against Acknowledgements: Effortlessly track payables related to vendor acknowledgments.

• Invoices are attached to orders: Connect invoices to the corresponding orders for clear record-keeping.

• Payments are attached to invoices: Easily link payments to specific invoices.

All QuickBooks accounts are attached to parts, allowing for seamless data flow throughout e-manage. With the preassigned QuickBooks accounts, processing everything is just a matter of a few clicks!

Conclusion: Unleash the Power of Integration

Integrating e-manage with QuickBooks empowers you to transform your bookkeeping processes, saving time and resources while reducing the risk of manual errors. By following the simple joining steps, you set the stage for a smooth and efficient journey through your projects.

Step into the future of bookkeeping with e-manage and QuickBooks—experience the ease and simplicity you deserve! Unlock new possibilities for your business and let automation work its magic. Get started today and take your bookkeeping to the next level!