Enter Records in QuickBooks Online
After you complete the initial setup, initialization, and integration between QuickBooks Online and Vantagepoint, you enter certain new records only in QuickBooks Online that will be automatically added to Vantagepoint.
The records that you enter in QuickBooks Online that are added to Vantagepoint are:
- Vendors
- Contractors
- Contacts for customers and vendors
- General ledger accounts
- Tax codes
These records are automatically added to Vantagepoint from QuickBooks Online at the time interval specified by your system administrator. Additionally, you can run the update process at any time by clicking the Process Changes Now button on the Integration Setup tab in the QuickBooks integration utility.
- Related Topics:
- Employees and QuickBooks Integration
When you use QuickBooks Online with Vantagepoint, you enter employee records in QuickBooks Online for employees. - Vendors and QuickBooks Integration
When you use QuickBooks Online and Vantagepoint, you maintain vendor records in QuickBooks Online. - Vendor Records to Associate with Employee Records
When you use QuickBooks integration, you create a vendor record to associate with an employee record in order to pay an employee in QuickBooks Online for expenses that are entered in an expense report in Vantagepoint. - Contacts and QuickBooks Integration
When you use Vantagepoint and QuickBooks Online, the contact that you enter for a customer or vendor in QuickBooks Online is added as a contact in Vantagepoint. - General Ledger Accounts and QuickBooks Integration
When you use QuickBooks Online with Vantagepoint, you set up general ledger accounts in QuickBooks Online and map them to corresponding accounts in Vantagepoint. - Tax Codes and QuickBooks Integration
When you use QuickBooks Online with Vantagepoint and you use taxes for billing invoices, accounts payable vouchers, or both, you set up tax rates in QuickBooks Online.
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