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Image Added Invoice privilege is required to perform below actions.


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 Sync with QuickBooks Online” 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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  • 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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  • 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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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*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)

Warning

Syncing an Invoiced time entry that has been deleted in QuickBooks Online, will also delete the time entry from Celoxis. This action is irrevocable.