Billing Invoices and QuickBooks Integration

The billing invoices from Vantagepoint are added as invoices in QuickBooks Online. You enter the payments received for billing invoices in QuickBooks Online.

Before You Start Entering Billing Invoices in `Vantagepoint`

You must map the accounts receivable general ledger account entered in Vantagepoint to the accounts receivable account in QuickBooks Online.

History-Loaded Invoices

When you first start using Vantagepoint, you may have billing invoices already entered in QuickBooks Online that are not yet paid. To enter these invoices in Vantagepoint without having them duplicated in QuickBooks Online, enter the invoices in Utilities > History Loading > Invoice and Receipt. Billing invoices entered in History Loading do not get added to QuickBooks Online.

Invoice payments from QuickBooks Online for invoices in Vantagepoint that were added using History Loading do not get applied in Vantagepoint. You must manually add the payments in Vantagepoint as cash receipts in the Transaction Center.

For more information, see History Loading Utility.

Duplicate Invoice Numbers

If a billing invoice is posted in Vantagepoint with the same invoice number as an invoice already added to QuickBooks Online, the invoice will not be added to QuickBooks Online.

Billing Invoices with Negative Amounts

QuickBooks Online does not accept Vantagepoint billing invoices with negative amounts.

Taxes on Billing Invoices

Canadian and the UK customers have a tax rate by line requirement in QuickBooks Online. A tax rate (tax code) that is applied for a line item on a billing invoice in Vantagepoint is displayed on the invoice in QuickBooks Online on the same line as the taxed amount.

For more information about taxes, see Tax Codes and QuickBooks Integration.

Deleting, Undoing, and Voiding Billing Invoices

Deleting transactions in QuickBooks Online and undoing postings in Vantagepoint are not supported, meaning that the deletion or undoing in one product does not get applied in the other product.

The following applies if you used Unionpoint to set up the QuickBooks integration: To delete a billing invoice in both QuickBooks Online and Vantagepoint, you must void the invoice in Vantagepoint, and it will be voided in QuickBooks Online.

For more information, see Voided Billing Invoices and QuickBooks Integration.

Credit Memos

When you enter a credit memo for a billing invoice in Vantagepoint and post it, a credit memo is created in QuickBooks Online if the invoice is not yet paid.

For more information, see: Credit Memos and QuickBooks Integration.

Entering Billing Invoices in `Vantagepoint`

The table below identifies where you enter billing invoices in Vantagepoint and important considerations.

Action	Where You Perform the Action
Enter billing invoices	In `Vantagepoint`, enter invoices in any of the following locations: Billing > Interactive Billing (Recommended) Billing > Batch Billing Transaction Center > Transaction Entry > Invoices For more information on the Billing application and how to enter billing invoices, see: Billing Enter Invoices in Interactive Billing Enter Invoices in Batch Billing Transaction Entry Overview Enter Billing Invoices in the Transaction Center
Post billing invoices	Deltek recommends that you use the `Vantagepoint` Post on Accept option on the Billing Session Options dialog box in Interactive Billing. For more information, see Contents of the Billing Session Options Dialog Box and Post a Transaction File. The posted invoices from `Vantagepoint` are added to QuickBooks Online as follows: You see the invoices in Sales. Each line item in a QuickBooks Online invoice is a summary of the invoice section from `Vantagepoint`. The status of the invoices in QuickBooks Online is Not Paid. The invoice is linked to a QuickBooks Online customer, based on the `Vantagepoint` billing client that is entered for the invoice's project on the Accounting tab in the Projects hub. For non-US QuickBooks Online databases (Canada and the UK): A tax rate (tax code) that is applied for a line item in an invoice in `Vantagepoint` is displayed on the invoice in QuickBooks Online on the same line as the taxed amount.
Generate billing invoices to send to customers in either Vantagepoint or QuickBooks Online	Generate and send billing invoices to customers from either `Vantagepoint` or QuickBooks Online. In `Vantagepoint`, you can print or email invoices in Interactive Billing and Batch Billing. In QuickBooks Online, billing invoices have summary lines and less detailed information than the invoices generated from `Vantagepoint`.
View and generate reports in Vantagepoint and QuickBooks Online	View and generate accounts receivable reports and statements and project-related reports in QuickBooks or `Vantagepoint` My Stuff > Reporting.

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