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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) |
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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. |