From 4bbca92371d62f48fb8e5e638c86880b4501ccd2 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Wed, 13 Jul 2022 23:35:46 +0000 Subject: [PATCH] --- docs/docs/intro-suggested-order.md | 62 ++++++++++++++++++++++++++++- docs/docs/invoicing-fix-unlinked.md | 3 ++ docs/mkdocs.yml | 1 + 3 files changed, 64 insertions(+), 2 deletions(-) create mode 100644 docs/docs/invoicing-fix-unlinked.md diff --git a/docs/docs/intro-suggested-order.md b/docs/docs/intro-suggested-order.md index b91fda2..eb6345b 100644 --- a/docs/docs/intro-suggested-order.md +++ b/docs/docs/intro-suggested-order.md @@ -1,3 +1,61 @@ -# Test page +# Suggested order to get started with QBI -## TEST PAGE +We suggest the following order from installation, configuration, initial mapping before using QBI for invoicing AyaNova completed service workorders into QuickBooks invoices. + +Of course, you can also do your importing/linking as you go along, this is just a suggestion. + +## Install QBI + +- [Install and configure QBI](install-qbi.md) +- [Start QBI](install-starting.md) +- [Set QBI preferences](install-preferences.md) + + +## Link data + +Link the data between AyaNova and QuickBooks by + +- [Linking existing objects in both programs](linksync-link.md) +- [Exporting AyaNova objects into QuickBooks](linksync-export-from-ayanova.md) +- [Exporting QuickBooks objects into AyaNova](linksync-export-from-qb.md) + +## Set invoice descriptive text + +Choose what extra information besides charge line items gets written to the QuickBooks invoice by setting the [descriptive text template](invoice-descriptive-text.md). + +If you give a copy of the work order [report](https://www.ayanova.com/docs/ay-report/) from AyaNova to the Customer when invoicing then you would not need to [set](invoice-descriptive-text.md) much more than the Work order number for the [descriptive text](invoice-descriptive-text.md) on the QuickBooks Invoice as the work order report contains all the relevant information and you may only need to indicate the Work order number on the Invoice to match them up. + +If you do not give a copy of the work order report to the Customer with the invoice then you can choose to [add more information](invoice-descriptive-text.md) from the work order to be included directly in the QuickBooks Invoice such as workorder number(s), schedulable user(s) that performed the service, start and stop Labor times, workorder item summaries, details from each Labor item and much more. + +## Invoice work orders + +- [Fix unlinked items](invoicing-fix-unlinked.md) on the Work order +- [Fix Part price differences](invoicing-fix-price.md) between AyaNova and QuickBooks +- [Invoice single or multiple](invoicing-single-vs-multiple.md) service Work orders to QuickBooks +- Confirm in QuickBooks that the service workorder information was invoiced out correctly +- Confirm in AyaNova that the invoice number for the corresponding service workorder(s) was entered in Invoice #: field, service workorder set to closed, status set to that entered in preferences + + +5.Take advantage of the new feature to refresh parts information and clients information + +a.Update mapped/linked parts between AyaNova and QuickBooks using the Refresh QuickBooks record or the Refresh AyaNova record menu option in the parts grid or the part's entry screen + +b.Update mapped/linked clients between AyaNova and QuickBooks using the Refresh QuickBooks record or the Refresh AyaNova record menu option in the clients grid or the clients entry screen + +NOTE: QBI only obtains QuickBooks and AyaNova information when QBI first loads + +If you enter new information into either QuickBooks or AyaNova with QBI running, you need to refresh the connections in 4 possible ways: + +1. Select to Refresh QuickBooks connection from the main AyaNova window + +RefreshQBIconnection + +2. From within QBI, select Refresh QuickBooks connection + +RefreshQBconnection + +3. If not seeing AyaNova service workorders that are ready for invoicing, from QBI's Invoices menu select Refresh invoices + +RefreshInvoices + +4. Exit out of QBI, exit out of AyaNova. Log back into AyaNova and start QBI again. diff --git a/docs/docs/invoicing-fix-unlinked.md b/docs/docs/invoicing-fix-unlinked.md new file mode 100644 index 0000000..b91fda2 --- /dev/null +++ b/docs/docs/invoicing-fix-unlinked.md @@ -0,0 +1,3 @@ +# Test page + +## TEST PAGE diff --git a/docs/mkdocs.yml b/docs/mkdocs.yml index ef96f28..7c5ada0 100644 --- a/docs/mkdocs.yml +++ b/docs/mkdocs.yml @@ -40,6 +40,7 @@ nav: - Invoicing: - 'How to invoice': 'invoicing-howto.md' - 'No invoiceable work orders': 'invoicing-no-wo-ready.md' + - 'Fix unlinked objects': 'invoicing-fix-unlinked.md' - 'Fix price issues': 'invoicing-fix-price.md' - 'Taxes': 'invoicing-taxes.md' - 'Parts': 'invoicing-parts.md'