Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Data Updated Between Vantagepoint and QuickBooks Online

When you use QuickBooks integration, certain records and transactions are shared between Vantagepoint and QuickBooks Online.

After you set up the QuickBooks integration with Vantagepoint and complete the initialization to copy records from QuickBooks Online into Vantagepoint for the first time, new data is updated (synchronized) between QuickBooks Online and Vantagepoint in the following ways:

  • Automatically, based on the time interval that you entered in the Interval (In Minutes) field in the Scheduling Settings section on the Integration Setup tab in the QuickBooks integration utility.
  • Manually, at any time when you click the Process Changes Now button in the Scheduling Settings section on the Integration Setup tab in the QuickBooks integration utility.

Data Entered in QuickBooks Online that Is Shared with Vantagepoint

The following records and transactions entered in QuickBooks Online are added and updated in Vantagepoint:

  • Employees
  • Contractors
  • Customers (clients)
  • Vendors
  • Contacts for vendors and customers
  • General ledger accounts
  • Tax rates (if you include taxes on billing invoices, accounts payable vouchers, or both)
  • Vendor bill payments for expense reports
  • Billing invoice payments
  • Vendor bill payments (for accounts payable vouchers)

Data Entered in Vantagepoint that Is Shared with QuickBooks Online

The following records and transactions entered in Vantagepoint are added to QuickBooks Online:

  • Employees
  • Client-type firms (added to QuickBooks Online as customers)
  • Timesheets
  • Expense reports
  • Billing invoices
  • Billing transfers
  • Accounts payable vouchers
  • Journal entries
  • Revenue generation
  • Consultant accruals
  • Units