Deltek Vantagepoint Help

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

Map New Tax Codes Between Vantagepoint and QuickBooks Online

This applies if you use tax codes/rates for billing invoices and/or accounts payable invoices. After tax codes and tax rates are initially mapped between Vantagepoint and QuickBooks Online, you add new tax rates in QuickBooks Online as needed.

Mapping links the tax codes in Vantagepoint with tax rates in QuickBooks Online so that one set of tax codes/rates is used by both Vantagepoint and QuickBooks Online for transactions.

WARNINGS:

  • If you create transactions that are shared between Vantagepoint and QuickBooks Online using tax codes/rates that are not mapped between the two products, the transactions are not updated in the other product the next time the updating occurs between the two products. For more information see Failed Transactions Due to Missing Account or Tax Code Mapping.
  • Any tax codes that you add directly in Vantagepoint in Settings > Cash Management > Tax Codes do not get added to QuickBooks Online when the updating process occurs between the two products.

To add and map new tax codes/rates after the initial integration between Vantagepoint and QuickBooks Online:

  1. Enter a new tax rate in QuickBooks Online in Taxes > Sales Tax.
    The next time the updating occurs between Vantagepoint and QuickBooks Online, the QuickBooks Online tax rate is added to Vantagepoint in Settings > Cash Management > Tax Codes and on the Tax Code Mapping tab in Utilities > Integrations > QuickBooks.
  2. In the Vantagepoint Navigation pane, select Utilities > Integrations > QuickBooks.
  3. Click the Tax Code Mapping tab, and navigate to the added tax code in the taxes grid.
    The tax rate in the QuickBooks Online Reference field in the grid is the QuickBooks Online tax rate that has been automatically mapped to the Vantagepoint tax code that is displayed in the Tax Code field in the grid.
  4. To change a QuickBooks Online tax rate that is mapped to a Vantagepoint tax code if needed, click in the QuickBooks Online Reference field to select a different QuickBooks Online tax rate.
    The mapping is updated in QuickBooks Online the next time the updating occurs between Vantagepoint and QuickBooks Online.
  5. Click Save.