If you are an existing users in Celoxis user and have been Invoicing Time entries in Celoxis, you need to first agree on a date prior to making the switch. This is essential because post connection you cannot mark any time entry as Invoiced in Celoxis. Invoicing has to be done from QuickBongoks Online. Time entries already marked as Invoiced in Celoxis cannot be please take note of the following:
- Agree at an organization level on the date on which you would switch to invoicing with QuickBooks Online. This is important because once you connect to QuickBooks Online, your users cannot explicitly Invoice time entries in Celoxis.
- All Previously Invoiced time entries will continue to exist as is. They will not be automatically synced with QuickBooks Online.
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- These
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- entries will
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- continue the default Invoicing behavior till the time they are explicitly “UnInvoiced” by a privileged user. Once “UnInvoiced” they can be synced with QuickBooks Online.
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Once you connect to QuickBooks, users will not see the "Invoice Time" option in their Time menu. Instead they will see the "Sync with QuickBooks Online" option. |
Please a note the behavior of the system in the following scenario's.
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when you switch to QuickBooks Online, i.e. using “Connect to QuickBooks
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” on
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Company Settings page.
- Existing Invoiced entries will continue to function as-is, i.e. they
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- can be UnInvoiced/Deleted/Edited as before. Once “UnInvoiced”, they can only be Invoiced through QuickBooks Online using the sync functionality.
Bulk
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Actions (Any Time entry report)
Single Edit
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All existing Time Entries will be unchanged
QB-IDs of time entries will not be removed from system.
QB-ID and Last synced columns will not be available in reports.
Last synced at label on Single edit screen will not be seen
Sync button on Invoiced Time Entries will not be seen
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You will now be able to see Invoice/UnInvoice buttons
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You will also be able to see Invoice Time option in menu
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Screen