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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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