Enter Records in Vantagepoint or QuickBooks Online or Both
When you use QuickBooks integration with Vantagepoint, you enter certain records in either or both Vantagepoint and QuickBooks Online.
Customers in QuickBooks Online and Their Equivalent Client-Type Firms in Vantagepoint
When you enter a customer in QuickBooks Online, it is added to Vantagepoint as a client-type firm. When you add a client-type firm in Vantagepoint, it is added as a customer in QuickBooks Online. Regardless of which place you enter it, you enter it once, and the record is automatically added to the other product.
Contractors
When you enter a contractor in QuickBooks Online, it is added to Vantagepoint as a vendor-type firm. In order for contractors to enter timesheets and expense reports in Vantagepoint for project costing and billing invoices, and to pay contractors for Vantagepoint expense reports in QuickBooks Online, you must enter a corresponding employee record in Vantagepoint for a contractor. These employee records are not added to QuickBooks Online.
- Related Topics:
- Customers and QuickBooks Integration
When you use QuickBooks Online and Vantagepoint, you enter customer records in QuickBooks Online or Vantagepoint. - Contractors and QuickBooks Integration
When you use QuickBooks Online and Vantagepoint, you enter contractor records in QuickBooks Online and enter matching employee records for them in Vantagepoint.