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  • You need ensure all your existing Clients in Celoxis 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 name based matching between associated entries during sync operation.

Mapping Time CodeCodes

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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 exist in QuickBooks Online as Service Items.
  • 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.

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