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When Sync Operation performed using "Sync with QuickBooks Online" Report"

  • The below table explains actions performed by system when sync operation is explicitly performed from the “Sync with QuickBooks Online” Report

                    

If time activity record is delete from QuickBooks Online, it will delete time entry from Celoxis on performing sync operation explicitly.

 

Single/Bulk Edit of Previously Synced Approved Time Entries

You can modify the time entries in Celoxis if they are in Approved state. The modify includes 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.

 

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