Requirements for QuickBooks Integration

Review the requirements for the QuickBooks integration with DPS.

Certain requirements apply for the QuickBooks integration with DPS:

• You must have QuickBooks Online installed and implemented before you can connect it to a new installation of DPS. It must be the QuickBooks Online product.
• You must have the DPS Front Office Package.

  The Front Office Package includes the following DPS modules:

  • PSA: Project Accounting (Projects, AP, Billing, and QB Integration). This allows you to manage projects and their related expenses (accounts payable) and billing (sales revenue).
  • Time and Expense: This provides tracking of employee labor and employee expenses.
  • CRM (Customer Resource Management): This gives you the ability to manage opportunities before they turn into revenue producing projects.
  • Resource Planning: This provides project planning and resource management functionality.
• DPS uses either accrual-based accounting or both accrual- and cashed-based accounting. You can run QuickBooks Online with cash- or accrual-based accounting, but not both. Deltek expects that most enterprises would set up accrual-based accounting for both DPS and QuickBooks Online.
• QuickBooks Online has a 12-month accounting calendar, so you must set up DPS accounting periods to match the QuickBooks Online accounting calendar.
• Tracking information for multiple companies is not supported. You can track information for one company only.
• Using multiple currencies is not supported.