Switching to QuickBooks Online

Owned by Manasi Erande (Unlicensed)
Last updated: Feb 09, 2015 by Sanket Pai (Unlicensed)
1 min read

If you are an existing Celoxis user and have been Invoicing Time entries in Celoxis, please take note of the following:

  1. Agree at an organization level on the date on which you would switch to invoicing with QuickBooks Online. This is important because once you connect to QuickBooks Online, your users cannot explicitly Invoice time entries (i.e. using the 'Invoice' action) in Celoxis.
  2. All Previously Invoiced time entries will continue to exist as is. They will not be automatically 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. 

 

Once you connect to QuickBooks, users will not see the "Invoice Time" option in their Time menu. Instead they will see the "Sync with QuickBooks Online" option.

                              

Please a note the behavior of the system when you switch to QuickBooks Online, i.e. using “Connect to QuickBooks” on Company Settings page.

  •  Existing Invoiced entries will continue to function as-is, i.e. they can be UnInvoiced/Deleted/Edited as before. Once “UnInvoiced”, they can only be Invoiced through QuickBooks Online using the sync functionality.

          
 Bulk Actions (Any Time entry report)
 


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