Deltek Vantagepoint Help

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Vendors and QuickBooks Integration

When you use QuickBooks Online and Vantagepoint, you maintain vendor records in QuickBooks Online.

Add New Vendors

Add new vendors in QuickBooks Online in Expenses > Vendors. The new vendors are added in Vantagepoint the next time the updating occurs between QuickBooks Online and Vantagepoint. In Vantagepoint, the vendors are added as vendor-type firms in the Vantagepoint Firms hub in Hubs > Firms. Vendor is selected as the firm type in the Firm Type field in the Summary pane of the Firms form.

You cannot add new vendors directly in the Vantagepoint Firms hub.

Make Changes to Vendor Records

In Vantagepoint, the vendor fields that are shared with QuickBooks Online are read-only. You must make changes to vendor records in QuickBooks Online. The changes will be updated in Vantagepoint the next time the automatic or manual updating occurs between QuickBooks Online and Vantagepoint.

Delete Vendors

In QuickBooks Online you cannot delete a vendor, but you can make it inactive. When you make a vendor inactive, the status of the matching vendor in the Vantagepoint Firms hub is changed to inactive when the automatic or manual updating occurs between the two products.

Shared Fields Between QuickBooks Online Vendors and Vantagepoint Vendor-Type Firms

The following table identifies the equivalent vendor and firm fields that are shared between Vantagepoint and QuickBooks Online:

QuickBooks Online Field in Expense > Vendors Vantagepoint Field in Hubs > Firms
Customer
Company Firm name on the Overview tab
Status Status in the Summary pane
Email Email field for the first contact in the Contacts grid on the Contacts tab
Website Website in the Summary pane
Title Title field for the first contact in the Contacts grid on the Contact tab
First name, Middle name, Last name, and Suffix Name field for the first contact in the Contacts grid on the Contact tab
Phone Work Phone field for the first contact in the Contacts grid on the Contact tab
Mobile Mobile Phone field for the first contact in the Contacts grid on the Contact tab
Fax
Billing ID
Billing Address Line 1, City, State/Province, Zip Code, and Country Address fields in the grid on the Overview tab that have the Billing check box selected for it
Payment Method Payment Terms on the Vendor tab
Preferred Delivery Method
Exemption Details
Resale number Tax Registration Number on the Overview tab