Please note the following behavior of both applications in following scenario's
- Explicitly performing sync operation using "Sync with QuickBooks Online in Celoxis.
- 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.
- Single Edit of Time Entry in Approved State
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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 sync operation is explicitly performed from the Sync with QuickBooks Online Report
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*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) Please note that once a time entry is Invoiced, it will not be seen in the "Sync with QuickBooks Online" report. |
Single/Bulk Actions of Approved & Billable Time Entries (Previously synced with QuickBooks Online)
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Actions include Edit, Reject and Delete. |
- If the field of time entry is edited using single edit screen, it will dynamically update the field of corresponding time activity in QuickBooks Online.
- If the time entry is rejected using single edit screen, it will deleted corresponding time activity in QuickBooks Onlin
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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.
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- 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.
Special Conditions if Billable flag is "unchecked" on Approved & Billable Time Entries (Previously synced with QuickBooks Online)
Single Edit Screen for Invoiced Time Entries
Once Entries are Invoiced in QuickBooks Online, and synced back into Celoxis, their state will be updated to 'Invoiced'. Such entries will be locked for any further edits (edit or delete) from Celoxis. On the single edit screen, you will have a "Sync" button. This button allows you to update* entries in Celoxis, if they have been altered in QuickBooks Online.
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*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 sync operation is explicitly performed on Invoiced Time entries from the Single edit screen.
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*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) |
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Syncing an Invoiced time entry that has been deleted in QuickBooks Online, will also delete the time entry from Celoxis. This action is irrevocable. |