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)
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.
While syncing a specific Invoiced Time Entry, if the corresponding Time Activity in QuickBooks Online is deleted, then the system will delete the associated time entry record from Celoxis.