Celoxis does not create or import supplementary data associated with time entries from QuickBooks Online. Supplementary data includes users, clients and time codes. It is imperative to follow the below steps.
Mapping Users
- You need ensure all your existing Users in Celoxis exists in QuickBooks Online as Employee.
- 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 in QuickBooks Online as Customer.
- 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 Code
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 in QuickBooks Online as Service Item.
- 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.