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Sanket Pai (Unlicensed)

Sumeet Tribhuvan (Unlicensed)

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Using the "Sync with QuickBooks Online" action from "Sync with QuickBooks Online" Report

  • The below table explains actions performed by the system when system when sync operation is explicitly performed from the “Sync with QuickBooks Online” Report

                        

Info

*For Invoiced Entries, only the following additional fields from QuickBooks Online will be updated back in Celoxis: Date, Hours, Bill Rate and Time code (only if Celoxis billing model is set to time code based billing)

 

Single/Bulk Actions of Approved & Billable Time Entries (Previously synced with QuickBooks Online)

Info

Actions include Edit, Reject and Delete.

  • The below table explains the system behavior for Bulk or Single edit actions performed on previously synced approved & billable time entries. System will dynamically sync the selected time entries.

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Special Conditions if Billable flag is "unchecked" on Approved & Billable Time Entries (Previously synced with QuickBooks Online)


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Single Edit Screen for Invoiced Time Entries

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Info

*For Invoiced Entries, only the following additional fields from QuickBooks Online will be updated back in Celoxis: Date, Hours, Bill Rate and Time code (only if Celoxis billing model is set to time code based billing)

  • The below table explains actions performed by the system when system when sync operation is explicitly performed from the “Sync with QuickBooks Online” Report
                      
                         
Info

While syncing a specific Invoiced Time Entry, if the corresponding Time Activity in QuickBooks Online is deleted, then the system will delete the associated time entry record from Celoxis.

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