Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system administration
For more information:Searching Online Help

Select Advanced Options for QuickBooks Integration

Use the advanced options to turn on automatic numbering for records in Vantagepoint and enter other default settings to use for records and posting in Vantagepoint.

To select advanced options for QuickBooks integration:

  1. In the Navigation pane in Vantagepoint, select Utilities > Integrations > QuickBooks.
    You can access this utility when you log in to Vantagepoint using your setup credentials during the initial setup of Vantagepoint or when you log in to Vantagepoint without your setup credentials after the initial setup.
  2. On the QuickBooks form, click the Integration Setup tab if it is not open, and review and change settings in the Advanced Options section.
  3. Select the Use Autonumber for Clients, Use Autonumber for Vendors, and/or Use Autonumber for Employees check box to turn on the automatic numbering feature in Vantagepoint for customers (clients), vendors, and/or employees that are added to Vantagepoint from QuickBooks Online.
    When the records are added to Vantagepoint they will be assigned ID numbers based on the automatic numbering system set up in Vantagepoint. You must also enter automatic numbering settings for client-type firms. If you leave the check boxes cleared, the records that are added to Vantagepoint from QuickBooks Online will have the same ID numbers as they have in QuickBooks Online.
  4. If you include taxes on billing invoices, accounts payable vouchers, or both: In the Default Tax Credit Account field, enter the general ledger account to use for tax postings for billing invoices. In the Default Tax Debit Account field, enter the account to use for tax postings for AP vouchers.
  5. In the AP Default Days field, enter the default number of days to use to calculate the QuickBooks Online due date for any AP vouchers entered in Vantagepoint with due dates defined as Paid-When-Paid (PWP) or Hold.
    If you leave this field blank, the date that the voucher was created is used as the due date for PWP and holds.
  6. In the Default Vendor Type and Default Employee Type fields, select the default vendor and employee type to prefill for new vendors and employees from QuickBooks Online that are added to the Firms hub and Employees hub in Vantagepoint.
    Vendor type determines the general ledger liability account to use for AP vouchers. Employee type determines the general ledger account to use when employees charge labor to projects on their timesheets.
  7. Click Save.