Map New General Ledger Accounts Between Vantagepoint and QuickBooks Online

After you initially map general ledger accounts between Vantagepoint and QuickBooks Online during the QuickBooks integration setup, whenever you add new general ledger accounts in QuickBooks Online that will be used for transactions with Vantagepoint, you must map the accounts.

WARNING: If you create transactions using general ledger accounts that are not mapped between Vantagepoint and QuickBooks Online, the transactions are not added to the other product when updating occurs between the two products. For more information see Failed Transactions Due to Missing Account or Tax Code Mapping.

To map a new general ledger account added in QuickBooks Online with a corresponding account in Vantagepoint:

  1. Add a new general ledger account in QuickBooks Online.
    The next time the automatic updating occurs between Vantagepoint and QuickBooks Online or you click the Process Changes Now button on the Integration Setup tab in the QuickBooks integration utility, the account is added to Vantagepoint in Settings > General Ledger > Chart of Accounts. It is also added to the accounts grid on the Accounts Mapping tab in Utilities > Integrations > QuickBooks.
  2. In Vantagepoint in the Navigation pane, select Utilities > Integrations > QuickBooks.
  3. On the QuickBooks form, click the Accounts Mapping tab.
  4. In the accounts grid on the tab, find the row for the new general ledger account.
    The account number displays in the Account field.
  5. Click anywhere in the row, and then and click in the QuickBooks Online Reference field to select the QuickBooks Online account to map to the Vantagepoint account.
  6. Click Save.