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@@ -20,12 +20,10 @@ Cached lists of AyaNova objects are displayed on the left side in a table and ca
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### Select an object type
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In this form you select the type of object you want to work with from the "Object type"
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In this form you select the type of object you want to work with from the "Object type" menu option:
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menu option.
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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.
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### Select Rows to export
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@@ -20,12 +20,10 @@ Cached lists of AyaNova objects are displayed on the left side in a table and ca
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### Select an object type
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In this form you select the type of object you want to work with from the "Object type"
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In this form you select the type of object you want to work with from the "Object type" menu option:
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menu option.
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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.
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### Select Rows to export
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@@ -58,7 +56,6 @@ You will be prompted for confirmation:
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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.
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## Things to know
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### Export Vendors before Parts
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@@ -67,7 +64,4 @@ If exporting QuickBooks items into AyaNova Parts, be sure to export their Vendor
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### Tax codes
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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.
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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.
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@@ -40,12 +40,10 @@ AyaNova objects that are linked will show the name of the QuickBooks item to whi
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#### Select an object type
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In this form you select the type of AyaNova object you want to work with from the "Object type"
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In this form you select the type of AyaNova object you want to work with from the "Object type" menu option:
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menu option.
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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.
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#### Selecting Rows to link
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@@ -137,12 +135,10 @@ Cached lists of AyaNova objects are displayed on the left side in a table and ca
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#### Select an object type
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In this form you select the type of AyaNova object you want to work with from the "Object type"
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In this form you select the type of AyaNova object you want to work with from the "Object type" menu option:
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menu option.
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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.
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#### Start the auto link process
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@@ -1,4 +1,4 @@
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# Update from QuickBooks
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# Update AyaNova objects from QuickBooks
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You can use QBI to update linked Customers, Vendors or Parts in AyaNova from QuickBooks.
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@@ -20,12 +20,10 @@ Cached lists of AyaNova objects are displayed on the left side in a table and ca
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### Select an object type
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In this form you select the type of object you want to work with from the "Object type"
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In this form you select the type of object you want to work with from the "Object type" menu option:
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menu option.
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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.
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### Select Rows to update
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@@ -62,7 +60,9 @@ Select "Yes" to continue, QBI will update the selected objects from QuickBooks a
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## What is updated
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Each object type updates essentially all the same fields that are exported.
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Only _linked_ objects are updated, unlinked objects are ignored.
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Each object type updates essentially all the same fields that are [exported](linksync-export-from-qb.md).
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### Customers
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@@ -1,4 +1,4 @@
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# Update from AyaNova
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# Update QuickBooks objects from AyaNova
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You can use QBI to update linked Customers, Vendors or Parts in QuickBooks from AyaNova.
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@@ -20,12 +20,10 @@ Cached lists of AyaNova objects are displayed on the left side in a table and ca
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### Select an object type
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In this form you select the type of object you want to work with from the "Object type"
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In this form you select the type of object you want to work with from the "Object type" menu option:
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menu option.
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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.
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### Select Rows to update
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@@ -62,7 +60,9 @@ Select "Yes" to continue, QBI will update the selected objects from AyaNova and
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## What is updated
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Each object type updates essentially all the same fields that are exported.
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Only *linked* objects are updated, unlinked objects are ignored.
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Each object type updates essentially all the same fields that are [exported](linksync-export-from-ayanova.md).
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### Customers
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