Requirements for QuickBooks Integration

Review the requirements for integrating Vantagepoint and QuickBooks Online.

Requirements:

  • You must have the following Vantagepoint and QuickBooks Online products:
    Product Version Module/Subscription
    Deltek Vantagepoint 6.0.1 or later

    Deltek Vantagepoint Front Office Package, which includes the following modules:

    • PSA: Project Accounting (Projects, AP, Billing, and QB Integration). This allows you to manage projects and their related expenses (accounts payable) and billing (sales revenue).
    • Time and Expense: This provides tracking of employee labor and employee expenses.
    • CRM (Customer Resource Management): This gives you the ability to manage projects you are pursuing before they turn into revenue producing projects.
    • Resource Planning: This provides additional project planning and resource management functionality.
    Intuit® QuickBooks® Online Not Applicable

    For United States customers:

    • QuickBooks Online Plus
    • QuickBooks Online Advanced
    • QuickBooks Online Payroll Core
    For Canadian and UK customers:
    • QuickBooks Online Plus
    • QuickBooks Online Advanced
  • You must have QuickBooks Online installed and implemented before you can connect it to a new installation of Vantagepoint.
  • Vantagepoint uses either accrual-based accounting or both accrual- and cashed-based accounting. You can run QuickBooks Online with cash- or accrual-based accounting, but not both. Deltek expects that most enterprises would set up accrual-based accounting for both Vantagepoint and QuickBooks Online.
  • QuickBooks Online has a 12-month accounting calendar, so you must set up Vantagepoint accounting periods to match the QuickBooks Online accounting calendar.