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QuickBooks Integration with Vantagepoint

When you own both Intuit® QuickBooks® Online and the Deltek Vantagepoint Front Office Package, you can set up integration between the two products.

This allows you to use Vantagepoint as a project, planning, and Customer Relationship Management (CRM) tool, while you track your financial transactions and general ledger in QuickBooks Online.

Certain data that you enter in either Vantagepoint or QuickBooks Online is synchronized with the other product. New records and transactions are added and edits to records are updated. For example, the timesheet hours that you enter in Vantagepoint for tracking a project's labor costs are added to QuickBooks Online for processing payroll in QuickBooks Online. Accounts payable vouchers added in Vantagepoint for tracking project costs are added to QuickBooks Online as vendor bills to pay. The payments made for the vendor bills in QuickBooks Online are added as vendor payments in Vantagepoint.

QuickBooks Online

The integration works only with QuickBooks Online and not with other QuickBooks products.

Multiple Companies and Multiple Currencies

Using the Multiple Companies and Multiple Currency features in Vantagepoint is not supported.

US, Canada, and the UK

The integration works for Vantagepoint US, Canadian, and UK customers. However, the reverse charge tax feature is not supported for UK customers if you used the QuickBooks Integration utility in Vantagepoint to set up the integration. Reverse charge taxes are supported if you use Deltek Unionpoint to set up the integration.

Set Up the Integration Between Vantagepoint and QuickBooks

Deltek Unionpoint

If you are a new Deltek customer setting up the integration between Vantagepoint and QuickBooks Online for the first time, you must use Deltek Unionpoint to complete the integration setup and then manage the integration.

You must work with Deltek Professional Services or Deltek Solutions Partners to set up the integration with Unionpoint.

QuickBooks Integration Utility in Vantagepoint

The QuickBooks Integration utility (Utilities > Integrations > QuickBooks) applies for existing Vantagepoint customers who have already set up the integration between Vantagepoint and QuickBooks Online using the utility.

The QuickBooks Integration utility will be completely replaced by Unionpoint in a future Vantagepoint release. Until then, existing QuickBooks Integration users can continue to use the utility to manage the integration. The integration remains unchanged and is not affected by Unionpoint. Deltek will contact Vantagepoint customers who currently use the QuickBooks Integration utility about transitioning to the Unionpoint integration.