QuickBooks Form
Use this form to set up the integration between Vantagepoint and QuickBooks.
This form displays in Setup and Utilities, so you can complete the QuickBooks integration during the initial setup of Vantagepoint in Setup or later in Utilities. After you set up the integration, use this form in Utilities to view or change settings, run the update process between Vantagepoint and QuickBooks Online manually, and view the error log.
- Related Topics:
- Display the QuickBooks Form
When you use QuickBooks integration, you display the QuickBooks form in the Utilities application. - Integration Setup Tab of the QuickBooks Form
Use the settings on this tab to enable QuickBooks integration, connect QuickBooks Online with Vantagepoint, enter integration settings and mapping, and manually update the data between the two products. - Accounts Mapping Tab of the QuickBooks Form
Use this tab to review and map the general ledger accounts that are shared between Vantagepoint and QuickBooks Online. - Tax Code Mapping Tab of the QuickBooks Form
If you use taxes to process billing invoices, accounts payable vouchers, or both, use this tab to review and map the tax codes that are shared between Vantagepoint and QuickBooks Online. - Employee Mapping Tab of the QuickBooks Form
Use this tab to link an employee record with a corresponding vendor record so you can pay an employee for expenses entered in an expense report. - Error Logs Tab of the QuickBooks Form
On this tab, review any errors that occurred when records or transactions were sent to and from Vantagepoint.
Parent Topic: Fields and Options