Please note the following behavior of both applications in following scenario's
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Sync Operation performed using "Sync with QuickBooks Online
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- If activity does not exist in QuickBooks Online, system will create a new Time Activity record in QuickBooks Online and update the QB-ID and Last Sync at columns for corresponding time entry in Celoxis.
- If time activity is already "Invoiced" in QuickBooks Online, it will change the state to Invoiced in Celoxis update the QB-ID and last sync column of corresponding time entry in Celoxis.
- If time activity is deleted in QuickBooks Online, it will delete the corresponding time entry in Celoxis.
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" Report"
- The below table explains actions performed by system when sync operation is explicitly performed from the “Sync with QuickBooks Online” Report
Single/Bulk Edit of Previously Synced Approved Time Entries
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You can modify the time entries in Celoxis if they are in Approved state. The modify includes Edit, Reject and Delete. |
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- The below table explains the system behavior for Bulk or Single edit operation. System will sync the selected time entries dynamically.
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You cannot modify time entries in Celoxis if they are in Invoiced State. Single Edit Time entry screen will have only "Sync" and "Close" button. |
Below table explains the behavior of both applications in scenario's that you may encounter.
- If Billable is “unchecked” in Celoxis (These actions will sync the selected time entry/s dynamically).
- If Billable flag is “checked” by editing Approved Time Entries in Celoxis, system will not do anything dynamically. Reason being it will not have associated QB Ids and we will not create QBO records dynamically. It will create Time Activity records in QuickBooks Online when sync operation is explicitly performed