diff --git a/docs/docs/install-common-issues.md b/docs/docs/install-common-issues.md index b91fda2..2247983 100644 --- a/docs/docs/install-common-issues.md +++ b/docs/docs/install-common-issues.md @@ -1,3 +1,53 @@ -# Test page +# Common issues + +## Errors when starting QBI + +### Error code (HRESULT:0x80040418) + +Usually this means that you need to be logged into your QuickBooks data file as the admin. + +The first time QBI loads, QBI needs to be granted permission to access the QuickBooks company data file. + +Run QuickBooks again, this time logging in as admin. Then run QBI. + +### Could not load file or assembly `Interop.QBFCxx` + +This usually means that you have not installed (or uninstalled) the QBFC that is a [required installation step](install-qbi.md#qbfc15-integration-package-installed) + +Redo your steps making sure you have installed the QBFC as indicated. + +### Could not start QuickBooks. Error code:(HRESULT:0x80040408) + +QuickBooks needs to be running with the company file opened before starting QBI. + +### QuickBooks does not appear to be running error + +![qb not running error](img/startqbi-qb-not-running-message.png) + +QuickBooks needs to be running with the company file opened before starting QBI. + +## Other issues + +### The invoice amounts differ from AyaNova + +The Rate set in QuickBooks for a Outside Service charge, or a Misc Expense charge or a Travel charge, or a Service charge is not what shows in the QuickBooks item Rate field - but instead is from what shows is the AyaNova retail charge for that item. + +This is correct and is the way QBI tells QuickBooks what to charge for these items. + +Please refer to the sections under [Invoicing](invoicing-howto.md) regarding these items. + +### Recently edited items don't show that way in QBI + +You've edited service workorders, or edited AyaNova or QuickBooks objects, but QBI does not display these changes. + +QBI caches QuickBooks and AyaNova information when QBI first loads - so if you enter new information into either QuickBooks or AyaNova with QBI running - QBI will not be aware of it until you refresh cached data from the main menu: + +![main refresh](img/main-menu-tools-refresh-cached-data-item.png) + +or restart QBI. + +### 'xxList:ID not found' errors + +This is usually becuase changes were made in QuickBooks or AyaNova after QBI loaded and so QBI's cached data is outdated. +Select [refresh menu item](#recently-edited-items-dont-show-that-way-in-qbi) or restart QBI to re-cache the missing data. -## TEST PAGE diff --git a/docs/docs/install-preferences.md b/docs/docs/install-preferences.md index 87a727f..857533d 100644 --- a/docs/docs/install-preferences.md +++ b/docs/docs/install-preferences.md @@ -84,16 +84,14 @@ If your QuickBooks does not support it you will see an information dialog here i Select the QuickBooks Invoice payment terms that should be used when invoicing Work orders. - #### To be printed ![to be printed wizard page](img/setup-invoice-to-be-printed.png) Checkmark if you want QuickBooks to automatically flag QBI created Invoices as "To Be Printed". -todo: from here - - - +#### Invoice memo field +![invoice memo field wizard page](img/setup-invoice-set-memo-field.png) +Checkmark if you want QBI to set some reference information in the Invoice's Memo field. diff --git a/docs/docs/linksync-link.md b/docs/docs/linksync-link.md index b91fda2..7729bde 100644 --- a/docs/docs/linksync-link.md +++ b/docs/docs/linksync-link.md @@ -1,3 +1,30 @@ -# Test page +# Linking objects -## TEST PAGE +QBI maintains a set of links, a "map" between AyaNova and QuickBooks objects in order to synchronize them and invoice work orders. + +Linking is the process of telling QBI which _existing_ AyaNova object is linked to which _existing_ QuickBooks object. + +If an object doesn't exist on one side or the other then you must manually create them or using QBI export them to the other side via the [Export from AyaNova](linksync-export-from-ayanova.md) or [Export from QuickBooks](linksync-export-from-qb.md) features. + +## Manual linking + +Manual linking here means selecting individual items by hand from one side to link to an item on the other side. + +### When to use manual linking + +This is appropriate to use when: + +- Existing Customers in AyaNova are actually billed to a head office that is entered in QuickBooks + + So you would want multiple AyaNova Customers mapped (linked) linked to one QuickBooks customer (which is the one office that all these AyaNova Customers get their invoices sent to). + +- You have manually entered some data in AyaNova that may not have the exact same name as the name in QuickBooks so the [automatic link](#automatic-linking) Auto-Link feature would not work + +- You want full control over what existing AyaNova data is linked to what existing data in QuickBooks + +### How to manually link + + + + +## Automatic linking