Records and Transactions Synced Between Vantagepoint and QuickBooks Online

When you use QuickBooks integration, certain records and transactions are synced between Vantagepoint and QuickBooks Online.

Records and Transactions Entered in QuickBooks Online that Are Added and Updated in Vantagepoint

Records

  • Employees
  • Contractors
  • Customers (client-type firms in Vantagepoint)
  • Vendors
  • Contacts for vendors and customers
  • General ledger accounts
  • Tax rates (if you include taxes on billing invoices, accounts payable vouchers, or both)

Transactions

  • Vendor bill payments for expense reports
  • Vendor bill payments for accounts payable (AP) vouchers
  • Billing invoice payments

Records and Transactions Entered in Vantagepoint that Are Shared with QuickBooks Online

Records

Client-type firms that you enter in Vantagepoint are shared with QuickBooks Online as customers.

Transactions
  • Timesheets
  • Accounts payable (AP) vouchers
  • Expense reports
  • Billing invoices
  • Billing transfers
  • Journal entries
  • Revenue generation
  • Consultant accruals
  • Units

For more information about entering records and transactions, see the following topics: