Checklist: Initial Vantagepoint Activation, Setup, and Integration with QuickBooks

You must complete setup steps before you start using Vantagepoint with QuickBooks Online.

The integration works only with QuickBooks Online and not with other QuickBooks products.

Activation, Setup, and Integration

Step	Description	Help Topic
1	Create an Intuit developer account.	Create an Intuit Developer Account
2	Set up an Intuit app for Vantagepoint.	Create an Intuit App for Vantagepoint
3	Log in to Vantagepoint and complete the steps to activate Vantagepoint and log out.	Activation
4	Log in to Vantagepoint with setup credentials.
4a	In the Vantagepoint Navigation pane, select Utilities > Integrations > QuickBooks, and complete the setup for the QuickBooks integration. If needed, you can also complete the QuickBooks integration setup after the initial setup by logging in to Vantagepoint without the setup credentials.	Enable QB Integration and Connect QuickBooks Online with Vantagepoint Run the Initialization to Copy QuickBooks Online Records to Vantagepoint for the First Time Set the Frequency for Automatic Updating Between QuickBooks Online and Vantagepoint Optional: Select Advanced Options Map General Ledger Accounts Map Tax Codes if You Use Tax Codes Map a Vendor Record to an Employee Record
4b	In the Vantagepoint navigation pane in the Setup section, open and complete the setup for each of the following: Project (Engagement) Control Time Expense Billing Resource Planning CRM Labels and List	Setup
5	Log in to Vantagepoint without setup credentials and complete other setup in the Settings section of the Navigation pane.	Settings
6	In Vantagepoint in Settings > Security > Roles, set up security for Vantagepoint. Security is maintained separately for QuickBooks Online and Vantagepoint.	Security