Map a Vendor Record to an Employee Record

When you use QuickBooks integration, you map an employee in Vantagepoint with a vendor in QuickBooks Online so you can pay an employee who enters expense reports in Vantagepoint using vendor bills in QuickBooks Online.

Prerequisites:

1. In QuickBooks Online, enter an employee in Workers > Employees and its corresponding vendor in Expenses > Vendors.

   When you enter the vendor, make sure the vendor name that you enter in the Display name as field for the vendor is slightly different than the employee name. For example, you could enter David Belmont (vendor) as the vendor name for the employee David Belmont.

2. In the Vantagepoint QuickBooks integration utility, click the Process Changes Now button on the Integration Setup tab to add the employee and vendor from QuickBooks Online to Vantagepoint.

To map a Vantagepoint employee record with a corresponding QuickBooks Online vendor record:

1. In the Navigation pane in Vantagepoint, select Utilities > Integrations > QuickBooks.
2. On the QuickBooks form, click the Employee Mapping tab.
3. On the Employee Mapping tab, navigate to the row in the grid that contains the employee to link to a vendor.
4. In the QuickBooks Online Vendor Reference field, select the QuickBooks Online vendor to link to the employee.
5. Click Save.