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

Requirements for QuickBooks Integration

Review the requirements for the QuickBooks integration with Vantagepoint.

Certain requirements apply for the QuickBooks integration with Vantagepoint:

  • You must have QuickBooks Online installed and implemented before you can connect it to a new installation of Vantagepoint. It must be the QuickBooks Online product.
  • You must have the Vantagepoint Front Office Package.

    The Front Office Package includes the following Vantagepoint modules:

    • PSA: Project Accounting (Projects, AP, Billing, and QB Integration). This allows you to manage projects and their related expenses (accounts payable) and billing (sales revenue).
    • Time and Expense: This provides tracking of employee labor and employee expenses.
    • CRM (Customer Resource Management): This gives you the ability to manage projects you are pursuing before they turn into revenue producing projects.
    • Resource Planning: This provides additional project planning and resource management functionality.
  • Vantagepoint uses either accrual-based accounting or both accrual- and cashed-based accounting. You can run QuickBooks Online with cash- or accrual-based accounting, but not both. Deltek expects that most enterprises would set up accrual-based accounting for both Vantagepoint and QuickBooks Online.
  • QuickBooks Online has a 12-month accounting calendar, so you must set up Vantagepoint accounting periods to match the QuickBooks Online accounting calendar.
  • Tracking information for multiple companies is not supported. You can track information for one company only.
  • Using multiple currencies is not supported.