Sync Rules

Owned by Sumeet Tribhuvan (Unlicensed)
Last updated: Feb 13, 2015 by Sanket Pai (Unlicensed)

Invoice privilege is required to perform below actions.


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)

Please note that once a time entry is Invoiced, it will not be seen in the "Sync with QuickBooks Online" report.

 

Single/Bulk Actions of Approved & Billable 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 actions performed on previously synced approved & billable time entries. System will dynamically sync the selected time entries.

                                 


Special Conditions if Billable flag is "unchecked" on Approved & Billable Time Entries (Previously synced with QuickBooks Online)


                                  


Single Edit Screen for Invoiced Time Entries

Once Entries are Invoiced in QuickBooks Online, and synced back into Celoxis, their state will be updated to 'Invoiced'. Such entries will be locked for any further edits (edit or delete) from Celoxis. On the single edit screen, you will have a "Sync" button. This button allows you to update* entries in Celoxis, if they have been altered in QuickBooks Online. 

*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)

  • The below table explains actions performed by the system when sync operation is explicitly performed on Invoiced Time entries from the Single edit screen.
                      
                            

*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)

Syncing an Invoiced time entry that has been deleted in QuickBooks Online, will also delete the time entry from Celoxis. This action is irrevocable.