Map a Vendor Record to an Employee Record

When you use QuickBooks integration, you map a vendor record to an employee record in order to pay an employee in QuickBooks Online for expenses entered in an expense report in Vantagepoint.

Prerequisites:

1. In QuickBooks Online, enter an employee record and a corresponding vendor record for the employee.

   Make sure the vendor name that you enter for the employee in the Display name as field for the vendor is slightly different than the employee name. For example, you could enter "David Belmont (vendor)" as the vendor name for the employee David Belmont.

2. In the Vantagepoint QuickBooks integration utility, use the Process Changes Now button on the Integration Setup tab to update Vantagepoint with the employee and vendor records from QuickBooks Online.

To map a vendor record to a corresponding employee record:

1. In the Navigation pane in Vantagepoint, select Utilities > Integrations > QuickBooks.
2. On the QuickBooks form, click the Employee Mapping tab.
3. On the tab, navigate to the row in the grid that contains the employee record to link to a vendor record, and click the anywhere in the row.
4. In the QuickBooks Online Vendor Reference field, select the vendor record to link to the employee record.
5. Click Save.