Enter Records in QuickBooks Online

After you complete the initial setup, initialization, and integration between QuickBooks Online and Vantagepoint, you enter certain new records only in QuickBooks Online that will be automatically added to Vantagepoint.

The records that you enter in QuickBooks Online that are added to Vantagepoint are:

  • Vendors
  • Contractors
  • Contacts for customers and vendors
  • General ledger accounts
  • Tax codes

These records are automatically added to Vantagepoint from QuickBooks Online at the time interval specified by your system administrator. Additionally, you can run the update process at any time by clicking the Process Changes Now button on the Integration Setup tab in the QuickBooks integration utility.