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
- 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.
Parent Topic: QuickBooks Integration with Vantagepoint