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  • You need ensure all your existing Users in Celoxis exists exist in QuickBooks Online as employeeEmployees.
  • 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.


Mapping Clients

  • You need ensure all your existing Clients in Celoxis exists  exist 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.

Mapping Time CodeCodes

Info

This is applicable only if billing model is Celoxis is set to Time Code Based

  • You need ensure all your existing Time Codes in Celoxis exists  exist in QuickBooks Online as Service ItemItems.
  • 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 operation.