diff --git a/docs/docs/linksync-export-from-ayanova.md b/docs/docs/linksync-export-from-ayanova.md index bd7446e..324875c 100644 --- a/docs/docs/linksync-export-from-ayanova.md +++ b/docs/docs/linksync-export-from-ayanova.md @@ -20,12 +20,10 @@ Cached lists of AyaNova objects are displayed on the left side in a table and ca ### Select an object type -In this form you select the type of object you want to work with from the "Object type" +In this form you select the type of object you want to work with from the "Object type" menu option: ![link menu object type](img/link-menu-object.png) -menu option. - When you select an object type the data tables will change to show objects of that type in AyaNova and one or more types of Items from QuickBooks that potentially match the AyaNova type. ### Select Rows to export diff --git a/docs/docs/linksync-export-from-qb.md b/docs/docs/linksync-export-from-qb.md index fd233fa..ca60740 100644 --- a/docs/docs/linksync-export-from-qb.md +++ b/docs/docs/linksync-export-from-qb.md @@ -6,7 +6,7 @@ You can use QBI to export objects from QuickBooks to AyaNova. ## How to export from QuickBooks -### Open the form +### Open the form Use the "Link and Synchronize" menu option from the main menu: @@ -20,12 +20,10 @@ Cached lists of AyaNova objects are displayed on the left side in a table and ca ### Select an object type -In this form you select the type of object you want to work with from the "Object type" +In this form you select the type of object you want to work with from the "Object type" menu option: ![link menu object type](img/link-menu-object.png) -menu option. - When you select an object type the data tables will change to show objects of that type in AyaNova and one or more types of Items from QuickBooks that potentially match the AyaNova type. ### Select Rows to export @@ -58,7 +56,6 @@ You will be prompted for confirmation: Select "Yes" to continue, QBI will create objects in AyaNova and refresh the two tables once the operation has completed showing the newly created objects and their link state. - ## Things to know ### Export Vendors before Parts @@ -67,7 +64,4 @@ If exporting QuickBooks items into AyaNova Parts, be sure to export their Vendor ### Tax codes -QuickBooks Tax Codes are not importable into AyaNova. An invoice in QuickBooks created by QBI uses the tax codes set up for the QuickBooks object (i.e. Customer) - QBI does not transfer or do anything with the tax code selected in the AyaNova service workorder. - - - +QuickBooks Tax Codes are not importable into AyaNova. An invoice in QuickBooks created by QBI uses the tax codes set up for the QuickBooks object (i.e. Customer) - QBI does not transfer or do anything with the tax code selected in the AyaNova service workorder. diff --git a/docs/docs/linksync-link.md b/docs/docs/linksync-link.md index 8dfa3b0..8ccc1b1 100644 --- a/docs/docs/linksync-link.md +++ b/docs/docs/linksync-link.md @@ -40,12 +40,10 @@ AyaNova objects that are linked will show the name of the QuickBooks item to whi #### Select an object type -In this form you select the type of AyaNova object you want to work with from the "Object type" +In this form you select the type of AyaNova object you want to work with from the "Object type" menu option: ![link menu object type](img/link-menu-object.png) -menu option. - When you select an object type the data tables will change to show objects of that type in AyaNova and one or more types of Items from QuickBooks that potentially match the AyaNova type. #### Selecting Rows to link @@ -137,12 +135,10 @@ Cached lists of AyaNova objects are displayed on the left side in a table and ca #### Select an object type -In this form you select the type of AyaNova object you want to work with from the "Object type" +In this form you select the type of AyaNova object you want to work with from the "Object type" menu option: ![link menu object type](img/link-menu-object.png) -menu option. - When you select an object type the data tables will change to show items of that type in AyaNova and one or more types of items from QuickBooks that potentially match the AyaNova type. #### Start the auto link process diff --git a/docs/docs/update-ayanova-objects.md b/docs/docs/update-ayanova-objects.md index 222d77b..ff107bd 100644 --- a/docs/docs/update-ayanova-objects.md +++ b/docs/docs/update-ayanova-objects.md @@ -1,4 +1,4 @@ -# Update from QuickBooks +# Update AyaNova objects from QuickBooks You can use QBI to update linked Customers, Vendors or Parts in AyaNova from QuickBooks. @@ -20,12 +20,10 @@ Cached lists of AyaNova objects are displayed on the left side in a table and ca ### Select an object type -In this form you select the type of object you want to work with from the "Object type" +In this form you select the type of object you want to work with from the "Object type" menu option: ![link menu object type](img/link-menu-object.png) -menu option. - When you select an object type the data tables will change to show objects of that type in AyaNova and one or more types of Items from QuickBooks that potentially match the AyaNova type. ### Select Rows to update @@ -62,7 +60,9 @@ Select "Yes" to continue, QBI will update the selected objects from QuickBooks a ## What is updated -Each object type updates essentially all the same fields that are exported. +Only _linked_ objects are updated, unlinked objects are ignored. + +Each object type updates essentially all the same fields that are [exported](linksync-export-from-qb.md). ### Customers diff --git a/docs/docs/update-qb-objects.md b/docs/docs/update-qb-objects.md index 2528947..9c897e9 100644 --- a/docs/docs/update-qb-objects.md +++ b/docs/docs/update-qb-objects.md @@ -1,4 +1,4 @@ -# Update from AyaNova +# Update QuickBooks objects from AyaNova You can use QBI to update linked Customers, Vendors or Parts in QuickBooks from AyaNova. @@ -20,12 +20,10 @@ Cached lists of AyaNova objects are displayed on the left side in a table and ca ### Select an object type -In this form you select the type of object you want to work with from the "Object type" +In this form you select the type of object you want to work with from the "Object type" menu option: ![link menu object type](img/link-menu-object.png) -menu option. - When you select an object type the data tables will change to show objects of that type in AyaNova and one or more types of Items from QuickBooks that potentially match the AyaNova type. ### Select Rows to update @@ -62,7 +60,9 @@ Select "Yes" to continue, QBI will update the selected objects from AyaNova and ## What is updated -Each object type updates essentially all the same fields that are exported. +Only *linked* objects are updated, unlinked objects are ignored. + +Each object type updates essentially all the same fields that are [exported](linksync-export-from-ayanova.md). ### Customers