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  • You need ensure all your existing Users in Celoxis exists in QuickBooks Online as employee.
  • The display name of an employee in QuickBooks Online should be identical to display name of an user in Celoxis. 
  • Celoxis performs display name based matching between associated entries during sync operation.

 

Mapping Clients

  • You need ensure all your existing Clients in Celoxis exists in QuickBooks Online as Customers.
  • The display name of a customer in QuickBooks Online should be identical to display name of a client in Celoxis. 
  • Celoxis performs display name based matching between associated entries during sync operation.

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