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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.
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- 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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- You need ensure all your existing Time Codes in Celoxis exists in QuickBooks Online as Service Item.
- The display name of the Time Code in QuickBooks Online should be identical to display name of a Service Item in Celoxis.
- Celoxis performs display name based matching between associated entries during sync operation.
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