Deltek Vantagepoint Help

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Customers and QuickBooks Integration

When you use QuickBooks Online and Vantagepoint, you enter customer records in QuickBooks Online or Vantagepoint.

QuickBooks Online has "customers." The equivalent in Vantagepoint is "client-type firms."

Add New Customers

Add new customers in these locations:

  • QuickBooks Online in Sales > Customers.
  • Vantagepoint in Hubs > Firms. In the Summary pane of the Firms hub, select Client in the Firm Type field.

    For more information about adding firms in Vantagepoint, see Add a Firm.

  • Vantagepoint in Hubs > Contacts for qualified contacts (leads). Select Client as the firm type. See more information in the "Vantagepoint Lead Qualification Feature" section below.

When updating occurs between Vantagepoint and QuickBooks Online, the following occur:

  • New QuickBooks Online customers are added as client-type firms in the Vantagepoint Firms hub.
  • New Vantagepoint client-type firms are added as customers in QuickBooks Online.

Firm Types in the Vantagepoint Firms Hub

When you add a firm in Vantagepoint, you must select a firm type. You can select Client, Competitor, or Government Agency in the Firm Type field. You must select Client if you want the firm added as a customer in QuickBooks Online. Firms with a competitor or government agency type are not added to QuickBooks Online. If you leave the Firm Type field blank, the firm is not added to QuickBooks Online.

Vantagepoint Lead Qualification Feature

If you have the Vantagepoint CRM Plus module and the lead qualification feature enabled (in Vantagepoint Settings > CRM Plus), the Vantagepoint Contacts hub includes additional features that allow you to manage the entry and qualification of contacts (leads) during the sales process.

From the Contacts hub, you can add a new client-type firm for a contact when you change a contact's status to qualified. When you select Qualified in the Qualified Status field in the Summary pane of the Contacts hub for a contact, the Qualify Contact dialog box displays. On this dialog box, select Create New Firm. For more information, see Create a New Firm Record When Qualifying a Contact.

Client-type firms that you add in the Contacts hub when you qualify a contact are added to QuickBooks Online when updating occurs between the two products. You can select Competitor or Government Agency as the firm type for a firm. However, firms with those types do not get added to QuickBooks Online.

For more information about the lead qualification feature see Qualifying Contacts.

Make Changes to Shared Fields

In Vantagepoint, the fields in the Firms hub that are shared with QuickBooks Online are read-only. You must make changes to these shared fields in QuickBooks Online. The changes are updated in Vantagepoint the next time that updating occurs between QuickBooks Online and Vantagepoint.

Changing the Firm Type for a Firm

When you change the firm type in the Firm Type field after a firm has been saved:

  • If the original firm type was not client and you change it to client, the firm is added as a customer in QuickBooks Online.
  • If the original firm type was client and you change it to something else, no changes occur in QuickBooks Online; the matching customer remains in QuickBooks Online.

Delete Customers

In QuickBooks Online you cannot delete a customer, but you can make it inactive. When you make a customer inactive, the status of the matching firm in the Vantagepoint Firms hub is changed to inactive when the updating occurs between the two products.

When you delete a client-type firm in Vantagepoint, the status of the matching customer in QuickBooks Online is changed to inactive.

Contacts

The contact name that you add for a customer in QuickBooks Online is added to the Contacts tab in the Firms hub. It is also added as a separate contact record in the Vantagepoint Contacts hub. For more information, see Contacts and QuickBooks Integration.

Shared Fields Between QuickBooks Online Customers and Vantagepoint Client-Type Firms

The following table identifies the equivalent customer and client-type firm fields that are shared between Vantagepoint and QuickBooks Online:

QuickBooks Online Field in Sales > Customers Vantagepoint Field in Hubs > Firms
Company Firm Name at the top of the Firms form
Status (This field does not display in the user interface, but you can make the customer inactive by clicking Make inactive in the Customer screen.) Status in the Summary pane
Website Website in the Summary pane
Email Email for the first customer contact entered in the Contacts grid on the Contacts tab
Title Title for the first customer contact entered for the Contacts grid on the Contacts tab
First name, Middle name, Last name, and Suffix Name for the first customer contact entered for the Contacts grid on the Contacts tab.
Phone Work Phone for the first customer contact entered for the Contacts grid on the Contacts tab
Mobile Mobile Phone for the first customer contact entered for the Contacts grid on the Contacts tab
Fax Fax in the Addresses grid on the Overview tab
Billing ID
Billing Address fields in the Billing Address section on the Address tab The address entered in the grid in the Addresses section on the Overview tab that has the Billing check box selected.
Shipping ID
Shipping Address fields in the Shipping Address section on the Address tab
Notes

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