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 , 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. |
|
4b |
In the Vantagepoint navigation pane in the Setup section, open and complete the setup for each of the following:
|
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 | , set up security for Vantagepoint. Security is maintained separately for QuickBooks Online and Vantagepoint.Security |
Parent Topic: QuickBooks Integration Utility