Please note the following behavior of both applications in following scenario's
- Explicitly performing sync operation using "Sync with QuickBooks Online in Celoxis.
- If activity does not exist in QuickBooks Online, system will create a new Time Activity record in QuickBooks Online and update the QB-ID and Last Sync at columns for corresponding time entry in Celoxis.
- If time activity is already "Invoiced" in QuickBooks Online, it will change the state to Invoiced in Celoxis update the QB-ID and last sync column of corresponding time entry in Celoxis.
- If time activity is deleted in QuickBooks Online, it will delete the corresponding time entry in Celoxis.
- Single Edit of Time Entry in Approved State
You can modify the time entries in Celoxis if they are in Approved state. The modify includes Edit, Reject and Delete.
- If the field of time entry is edited using single edit screen, it will dynamically update the field of corresponding time activity in QuickBooks Online.
- If the time entry is rejected using single edit screen, it will deleted corresponding time activity in QuickBooks Onlin
You cannot modify time entries in Celoxis if they are in Invoiced State. Single Edit Time entry screen will have only "Sync" and "Close" button.
Below table explains the behavior of both applications in scenario's that you may encounter.
- If Billable is “unchecked” in Celoxis (These actions will sync the selected time entry/s dynamically).
- If Billable flag is “checked” by editing Approved Time Entries in Celoxis, system will not do anything dynamically. Reason being it will not have associated QB Ids and we will not create QBO records dynamically. It will create Time Activity records in QuickBooks Online when sync operation is explicitly performed