Switching to QuickBooks Online

If you are existing users in Celoxis and have Invoicing entries in Celoxis, you need to first agree on a date prior to making the switch. This is essential because post connection you cannot mark any time entry as Invoiced in Celoxis. Invoicing has to be done from QuickBongoks Online. Time entries already marked as Invoiced in Celoxis cannot be synced with QuickBooks Online. These entries will continue the default Invoicing behavior till the time they are explicitly  “UnInvoiced” by a privileged user. Once “UnInvoiced” they can be synced with QuickBooks Online. 

Please a note the behavior of the system in the following scenario's. 

1. When existing users switches to QuickBooks Online, i.e. using “Connect to QuickBooks” on admin page
   • • Existing Invoiced entries will continue to function as-is, i.e. they will have an “UnInvoice/Delete/Save” button.If “UnInvoiced”, only then it can be Synced with QuickBook Online.
                 
        Bulk Action
       
       
        Single Edit
       
   • Users (with Invoice Privilege), will get the “Sync with QuickBooks Online” option in their menu.
   • All Approved and billable time entries will now be synced with QuickBooks Online.
     
     
2. When admin explicitly disconnects from QuickBooks Online, i.e. from admin screen

   1. All existing Time Entries will be unchanged
      

   1. QB-IDs of time entries will not be removed from system.

   2. QB-ID and Last synced columns will not be available in reports.

   3. Last synced at label on Single edit screen will not be seen

   4. Sync button on Invoiced Time Entries will not be seen

   2. You can now see the resume of default behavior (v9.1)

      1. You will now be able to see Invoice/UnInvoice buttons

      2. You will also be able to see Invoice Time option in menu

      3. You will not be able to see “Sync with QuickBooks”