Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contractors and QuickBooks Integration

When you use QuickBooks Online and Vantagepoint, you enter contractor records in QuickBooks Online and enter matching employee records for them in Vantagepoint.

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

  • The contractors entered in QuickBooks Online are added as vendor-type firms in the Firms hub in Vantagepoint.
  • The employees entered in Vantagepoint are not added to QuickBooks Online.

You also map the Vantagepoint "contractor" employees with their corresponding Vantagepoint vendor-type firms. These are the firms that are added automatically to Vantagepoint for the contractor records that are entered in QuickBooks Online.

This process allows contractors who are added as "employees" in Vantagepoint to do the following in Vantagepoint:

  • Enter timesheets and expense reports in Vantagepoint so that labor and expenses are applied for project costing and billing invoices.
  • Enter expense reports in Vantagepoint and be paid for them with vendor invoices in QuickBooks Online.

The timesheet hours entered by contractor employees in Vantagepoint are not added to QuickBooks Online for payroll purposes.

Add New Contractors in QuickBooks Online

Add new contractors in QuickBooks Online in Workers > Contractors. These contractors are added in Vantagepoint as vendor-type firms in the Firms hub in Hubs > Firms when updating occurs between the two products. The 1099 Required check box on the Vendor tab of the Firms hub is automatically selected.

You cannot add new contractors directly in the Vantagepoint Firms hub.

Make Changes to Contractor Records

In Vantagepoint, the fields in the Firms hub that are shared with contractor records in QuickBooks Online are read-only. You must make changes to shared fields in QuickBooks Online. The changes will be updated in Vantagepoint when the updating occurs between the two products.

Delete Contractors

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

Add Employees in Vantagepoint for Contractors

In Vantagepoint, you add contractors as employees in the Employees hub in Hubs > Employees. These employees are not added to QuickBooks Online.

For more information on entering employees in the Employees hub, see Add Employees.

Employees Entered in QuickBooks Online vs Employees Entered in Vantagepoint

The employees that you enter in Vantagepoint do not get added to QuickBooks Online when updating occurs between the two products. These employees typically represent contractors who are not paid through timesheets and payroll.

In contrast, the employees that you enter in QuickBooks Online get added to Vantagepoint when updating occurs between the two products. These employees represent your direct employees, not contractors. These employees get paid via payroll in QuickBooks Online using timesheet hours from Vantagepoint. For more information about the employees entered in QuickBooks Online that get added to Vantagepoint, see Employees and QuickBooks Integration.

Distinguishing Contractor Employees from Non-Contractor Employee

In Vantagepoint, if you want to distinguish the contractor employees and the non-contractor employees, do the following when you add a contractor as an employee in the Vantagepoint Employees hub:

  • Select the Firm check box on the Overview tab, and in the Summary pane, select an associated firm.
  • Select a contractor labor type in the Labor Type field on the Accounting tab. You set up a labor type specifically for contractors in Vantagepoint in Settings > PSA > Labor Posting.

Map Vantagepoint Contractor Employees with Their Corresponding Vantagepoint Vendor-Type Firm

If you want to pay contractors in QuickBooks Online (vendor invoices) for the expense reports that they enter in Vantagepoint, you must map Vantagepoint contractor employees with their corresponding Vantagepoint vendor-type firms that were added to Vantagepoint when contractor records were entered in QuickBooks Online. You do the mapping on the Employee Mapping tab in Utilities > Integrations > QuickBooks.

For more information, see Map a Vendor Record to an Employee Record.

Make Changes to Contractor Employee Records

Contractor employees who are entered in the Employees hub in Vantagepoint are not added to QuickBooks Online. You can make changes to these employee records in Vantagepoint, and the changes do not affect QuickBooks Online.

Delete Contractor Employee Records

In the Vantagepoint Employees hub, you can delete a contractor employee in Vantagepoint. You can also use the Status field on the Summary pane in the Employees hub to change an employee's status from Active to Inactive, Terminated, or Terminated (Cannot Reactivate). This affects the ability to process transactions for the employee.