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 with QuickBooks Online” Report
*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)
Single/Bulk Actions of Approved Time Entries (Previously synced with QuickBooks Online)
Actions include Edit, Reject and Delete.
- The below table explains the system behavior for Bulk or Single edit operation. System will sync the selected time entries dynamically.
You cannot modify time entries in Celoxis if they are in Invoiced State. Single Edit Time entry screen will have only "Sync" and "Close" bu
Special Conditions for if Billable check-box is "unchecked" in Celoxis on time entries which are Previously Synced Approved Time Entries
Please refer the following table to know behavior of the system when billable check-box is explicitly unchecked
If Billable flag is “checked” by editing Approved Time Entries in Celoxis, system will not do anything dynamically. Users have to manually sync entries. Reason being entries will not have associated QB-Ids and Celoxis App will not create QuickBook Online records dynamically. It will create Time Activity records in QBO when sync operation is explicitly performed.