Before Using the App

Owned by Sumeet Tribhuvan (Unlicensed)
Last updated: Feb 03, 2015 by Sanket Pai (Unlicensed)
1 min read

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 exist in QuickBooks Online as Employees.
  • 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 exist in QuickBooks Online as Customers.
  • 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 Codes

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 exist in QuickBooks Online as Service Items.
  • 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.

 

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