Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Units and QuickBooks Integration

In Vantagepoint, enter unit transactions to charge labor and expenses to projects at a flat rate.

When you charge units to a project, if the units have costs set up for them, the debit and credit associated with the unit cost will be sent to QuickBooks Online as a journal entry. Billing amounts entered for units are included on billing invoices created in Vantagepoint for customers.

In Vantagepoint, you:

  1. Set up units and their costs in Settings > PSA > Units.
  2. Enter unit transactions and post them in Transaction Center > Transaction Entry > Units or Transaction Center > Transaction Entry > Units by Project.

After you enter and post unit transactions in Vantagepoint, the journal entry with the unit costs is added to QuickBooks Online the next time that the updating occurs between Vantagepoint and QuickBooks Online.

In QuickBooks Online, you see the Vantagepoint journal entries in the following locations:

  • Reports > Accountant Reports > Journal
  • Accounting > Chart of Accounts
  • Search (magnifying glass icon in the toolbar) > Advanced Search: In the transactions search field, select Journal Entries.

For more information on how to set up units and their costs, enter unit transactions, and post the transactions in Vantagepoint, see: