QuickBooks Integration Utility

Use this utility to set up the integration between Deltek Vantagepoint and Intuit® QuickBooks® Online and change integration settings after the initial integration.

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

The integration works for Vantagepoint US, Canadian, and UK customers. However, the reverse charge tax feature is not supported for UK customers.

Use the utility to:

  • Enable the QuickBooks integration and connect QuickBooks Online to Vantagepoint.
  • Run the initialization process to copy records from QuickBooks Online to Vantagepoint for the first time.
  • Review and map the general ledger accounts and tax codes (if you use tax codes) that are shared between QuickBooks Online and Vantagepoint.
  • Link an employee record with a corresponding vendor record so you can pay an employee for expenses entered in an expense report.
  • Specify the time interval at which the data that is shared between the two products is updated (synchronized) in each product.
  • Select advanced options for the integration such as automatic record numbering and default settings.
  • Synchronize data at any time (between scheduled updates).
  • Review the error log.

Using Vantagepoint and QuickBooks Online After the Integration is Complete

To access help topics that provide information about the data and transactions that are shared between Vantagepoint and QuickBooks Online and where you complete data entry (in Vantagepoint or QuickBooks Online), see QuickBooks Integration with Vantagepoint.