Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contacts and QuickBooks Integration

When you use Vantagepoint and QuickBooks Online, the contact that you enter for a customer or vendor in QuickBooks Online is added as a contact in Vantagepoint.

In QuickBooks Online in Sales > Customers and Expenses > Vendors, if you enter a first name, last name, and company name in the fields on the Customer or Vendor Information screen, then a contact with that name is added to the Contacts tab in Vantagepoint Firms hub in Hubs > Firms for the customer or vendor. The contact is also added as a contact record in the Vantagepoint Contacts hub in Hubs > Contacts. The contact from QuickBooks Online is added to Vantagepoint the when the updating occurs between the two products.

The following table identifies the corresponding fields that are shared between the QuickBooks Online customer record and the Vantagepoint contact record.

QuickBooks Online Field in Sales > Customers or Expenses > Vendors Vantagepoint Field in Hubs > Contacts
Title, First name, Middle name, Last name, and Suffix Fields that display in the name dialog box when you click the Name field on the Overview tab.

The Salutation field is mapped to the Title field in QuickBooks Online.

Email, Phone, Mobile, and Fax Fields that display in the Contact Information dialog box when you click Contact Information on the Overview tab.