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

Set Up QuickBooks Integration

You set up the QuickBooks integration with Vantagepoint using the QuickBooks integration utility in Vantagepoint.

To open the utility, select Utilities > Integrations > QuickBooks in the Vantagepoint Navigation pane. You can use this utility when you log in to Vantagepoint with your setup credentials to initially activate and set up Vantagepoint, or use it when you log in after the initial setup to complete or modify the QuickBooks integration setup. The same QuickBooks form, tabs, and settings are included in the utility whether you use it during the initial Vantagepoint setup or after the initial setup.

For the integration setup, you connect Vantagepoint with QuickBooks Online, enter other integration settings, and mapping certain records.

Before you can connect Vantagepoint with QuickBooks Online, you must first do the following:

Then complete the settings on the tabs in the QuickBooks integration utility.

Tab on the QuickBooks Form Description
Integration Setup

Use the settings on this tab to:

  • Enable QuickBooks integration.
  • Connect Vantagepoint with QuickBooks Online.
  • Schedule how often to automatically update the data between the two products.
  • Enter advanced and default settings.
Accounts Mapping Use this tab to review and map the general ledger accounts that are linked between Vantagepoint and QuickBooks Online.
Tax Code Mapping Use this tab to review and map the tax codes that are linked between Vantagepoint and QuickBooks Online.
Employee Mapping Use this tab to link an employee record with a corresponding vendor record so you can pay an employee in QuickBooks Online for expenses entered in an expense report in Vantagepoint.

For more information about each tab in the QuickBooks integration utility and how to complete the setup, see QuickBooks Integration Utility.