Copy QuickBooks Online Records to Vantagepoint for the First Time
When you first use Vantagepoint with QuickBooks Online, you run the initialization process to copy records from QuickBooks Online, such as employees and vendors to Vantagepoint.
You run the initialization only once. After that, you cannot change the QuickBooks Online database that is connected to
Vantagepoint.
Prerequisite: In Vantagepoint, you must have enabled the QuickBooks integration and connected QuickBooks to Vantagepoint. For more information, see Connect QuickBooks Online with Vantagepoint.
To run the initialization process to copy QuickBooks Online records to Vantagepoint for the first time:
- You cannot run the initialization again; the button is disabled.
- The updating (synchronizing) between QuickBooks Online and Vantagepoint that adds new records and transaction and modifies existing shared records will happen automatically. The update frequency is based on the timeframe that you enter in the Interval (In Minutes) field in the Scheduling Settings section on this tab. Additionally, you can click the Process Changes Now button on this tab at any time to manually update all the record and transaction additions and changes in Vantagepoint and QuickBooks Online.
- You cannot change the client ID and secret that you entered in the Client ID and Client Secret fields above after you click the Initialize Vantagepoint button.
Parent Topic: How to...