How to...
You can set up or change the integration between Vantagepoint and QuickBooks.
- Related Topics:
- Create an Intuit Developer Account
To connect Vantagepoint with QuickBooks Online, you must first create an Intuit developer account. - Create an Intuit App for Vantagepoint
Before you connect Vantagepoint and QuickBooks Online, you must create an Intuit app for Vantagepoint. - Enable QuickBooks Integration and Connect QuickBooks Online with Vantagepoint
To use QuickBooks Online with Vantagepoint, you enable the integration and connect QuickBooks Online with Vantagepoint. - 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. - Set the Frequency for Automatic Updating Between Vantagepoint and QuickBooks Online
Specify how often you want automatic updating to occur between Vantagepoint and QuickBooks Online. - 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. - Map General Ledger Accounts Between Vantagepoint and QuickBooks Online for the First Time
You must map (link) general ledger accounts in Vantagepoint with the same accounts entered in QuickBooks so that one set of accounts is used by both QuickBooks Online and Vantagepoint for transaction processing. - Map New General Ledger Accounts Between Vantagepoint and QuickBooks Online
After you initially map general ledger accounts between Vantagepoint and QuickBooks Online during the QuickBooks integration setup, whenever you add new general ledger accounts in QuickBooks Online that will be used for transactions with Vantagepoint, you must map the accounts. - Map Tax Codes Between Vantagepoint and QuickBooks Online for the First Time
This applies if you use tax codes/rates for billing invoices and/or accounts payable invoices. After you run the initialization process when you first set up the QuickBooks integration in Vantagepoint, you review the QuickBooks Online tax rates that were copied to Vantagepoint and automatically mapped. - Map New Tax Codes Between Vantagepoint and QuickBooks Online
This applies if you use tax codes/rates for billing invoices and/or accounts payable invoices. After tax codes and tax rates are initially mapped between Vantagepoint and QuickBooks Online, you add new tax rates in QuickBooks Online as needed. - Map a Vendor Record to an Employee Record
When you use QuickBooks integration, you map a vendor record to an employee record in order to pay an employee in QuickBooks Online for expenses entered in an expense report in Vantagepoint. - Manually Run the Process to Update Data Between Vantagepoint and QuickBooks Online
You can run the update process to synchronize data between Vantagepoint and QuickBooks Online at any time between the automatically scheduled updating.
Parent Topic: QuickBooks Integration Utility