Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Checklist: Vantagepoint Activation and Setup and Integration with QuickBooks

Review the steps to activate and set up Vantagepoint, set up the integration between Vantagepoint and QuickBooks, and create an Intuit developer account and Intuit app for Vantagepoint.

The integration works only with QuickBooks Online and not with other QuickBooks products.

Step Description Help Topic
1 Create an Intuit developer account. Create an Intuit Developer Account
2 Create 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 Utilities > Integrations > QuickBooks, and complete the setup for the QuickBooks integration.

If needed, you can also complete the QuickBooks integration setup after the initial Vantagepoint setup by logging in to Vantagepoint without the setup credentials.

  1. Enable QB Integration and Connect QuickBooks Online with Vantagepoint
  2. Run the Initialization to Copy QuickBooks Online Records to Vantagepoint for the First Time
  3. Set the Frequency for Automatic Updating Between QuickBooks Online and Vantagepoint
  4. Optional: Select Advanced Options
  5. Map General Ledger Accounts
  6. Map Tax Codes if You Use Tax Codes
  7. Map a Vendor Record to an Employee Record
4b

In the Setup section of the Vantagepoint navigation pane, open and complete the setup for each of the following:

  • Project (Engagement) Control
  • Time
  • Expense
  • Billing
  • Resource Planning
  • CRM
  • Labels and List
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 Settings > Security > Roles, set up role security for Vantagepoint. Security is maintained separately for QuickBooks Online and Vantagepoint. Security