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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 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 CustomerCustomers.
  • The display name of a customer in QuickBooks Online should be identical to display name of a client in Celoxis. 
  • Celoxis performs 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 name based matching between associated entries during sync operation operation.