Deltek Vantagepoint Help

Using the Help Search
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Requirements for the Vantagepoint - QuickBooks Online Productized Integration Using Deltek Unionpoint

Review the requirements for integrating the Vantagepoint - QuickBooks Online productized integration using Deltek Unionpoint.

Requirements:

  • You must have the following Vantagepoint and QuickBooks Online products:
    Product Version Module/Subscription
    Deltek Vantagepoint 6.5.2 or later

    Front Office Package (PSA, CRM Plus, Time & Expense, and Resource Planning modules)

    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

  • The integration currently supports only a new installation of Vantagepoint Front Office connecting to an existing implementation of QuickBooks Online.

  • QuickBooks Online must be installed and implemented before you can connect it to a new installation of Vantagepoint.
  • QuickBooks Online has a 12-month accounting calendar, so you must set up Vantagepoint accounting periods to match the QuickBooks Online accounting calendar.
  • The integration currently supports only United States, Canadian, and UK customers.
  • The integration currently does not support multiple companies.
  • The integration currently does not support multiple currencies.
  • You must work with Deltek Professional Services or Deltek Solutions Partners to set up the integration between Vantagepoint and QuickBooks Online using Deltek Unionpoint. For more information, see Deltek Unionpoint Help, which includes topics such as Set Up an Integration in the Portal.