docs/docs/linksync-export-from-ayanova.md

@@ -1,3 +1,109 @@
-# Test page
+# Exporting from AyaNova
 
-## TEST PAGE
+You can use QBI to export objects from AyaNova to QuickBooks.
+
+(You can also do it the [other way around](linksync-export-from-qb.md))
+
+## How to export from AyaNova
+
+### Open the form
+
+Use the "Link and Synchronize" menu option from the main menu:
+
+![link and sync menu option](img/main-menu-tools-link-and-sync-item.png)
+
+to open the "Link & Sync" form:
+
+![link and sync form](img/link-sync.png)
+
+Cached lists of AyaNova objects are displayed on the left side in a table and cached lists of QuickBooks Items are displayed in the right side table.
+
+### Select an object type
+
+In this form you select the type of object you want to work with from the "Object type"
+
+![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
+
+Select one ore more Rows of objects in the **AyaNova** table to be exported to QuickBooks
+
+An entire row must be selected, it is not sufficient to select a single cell in the table.
+
+Rows are selected by clicking on their row header:
+
+![select rows](img/grid-select-rows.png)
+
+Individual rows can be selected by holding down the Control key while clicking on each separate row to be selected.
+
+You can also click on a row selector and drag up or down to select mutltiple contiguous rows.
+
+If you simply want to select _all_ rows you can click on the header row selector at the top:
+
+![select all rows](img/grid-select-all.png)
+
+### Export
+
+Once you have selected the rows of AyaNova Items to be exported to QuickBooks, click on the "Export selected items" menu option:
+
+![link and sync export selected items menu option](img/link-menu-export.png)
+
+You will be prompted for confirmation:
+
+![export to qb confirm](img/link-export-to-qb-confirm.png)
+
+Select "Yes" to continue, QBI will create objects in QuickBooks and refresh the two tables once the operation has completed showing the newly created objects and their link state.
+
+## Things to know
+
+### QuickBooks field lengths
+
+QuickBooks has set limits on some field length where AyaNova does not so in some cases data needs to be truncated from AyaNova to fit into QuickBooks fields.
+
+### Company name in QB Invoice
+
+To accommodate QuickBooks lack of company name information displaying in a QuickBooks invoice (as only shows what displays in Bill To address), QBI exports the AyaNova company name into the first line of the QuickBooks company address field.
+
+### Bill / ship address
+
+To accommodate QuickBooks inability to use Ship To address in a QuickBooks invoice if there is no Bill To address, QBI will now import the AyaNova Customer's company name and address into the Bill To address as well as the Ship To address if there is only one address entered in the AyaNova Customer record.
+
+### Customer terms
+
+Customer terms must be set manually in QuickBooks after export:
+
+![export to qb set terms](img/link-export-to-qb-set-company-terms.png)
+
+### QuickBooks Vendor type
+
+QuickBooks vendor type is not set by QBI when exporting an AyaNova Vendor.
+
+### Parts
+
+-   You must select a QuickBooks COGS account, Income Account and a Asset Account when importing AyaNova parts into QuickBooks:
+
+    ![link export set account](img/link-export-to-qb-part-set-accounts.png)
+
+-   All AyaNova parts are imported into QuickBooks as type "inventory part"
+
+-   The QuickBooks On Hand and Restock amount will be set to that of the total of all warehouses in AyaNova for that part
+
+-   Serial Numbers from AyaNova are not imported into QuickBooks
+
+-   Tax code in QuickBooks item is taken from QuickBooks defaults
+
+### Rates
+
+-   You must select a QuickBooks Income Account when importing AyaNova rates into QuickBooks:
+
+    ![link export rate account](img/link-export-to-qb-rate-set-account.png)
+
+    If for example, you have a bunch of rates that should have a specific Asset Account, than import only those at one time. And then import the rest that use a different Asset Account in the next batch so that you can select the specific Asset Account for those.
+
+-   All AyaNova rates are imported into QuickBooks as type "service"
+
+-   Tax code in QuickBooks item is taken from QuickBooks defaults

docs/docs/linksync-export-from-qb.md

@@ -1,3 +1,73 @@
-# Test page
+# Exporting from QuickBooks
+
+You can use QBI to export objects from QuickBooks to AyaNova.
+
+(You can also do it the [other way around](linksync-export-from-ayanova.md))
+
+## How to export from QuickBooks
+
+### Open the form 
+
+Use the "Link and Synchronize" menu option from the main menu:
+
+![link and sync menu option](img/main-menu-tools-link-and-sync-item.png)
+
+to open the "Link & Sync" form:
+
+![link and sync form](img/link-sync.png)
+
+Cached lists of AyaNova objects are displayed on the left side in a table and cached lists of QuickBooks Items are displayed in the right side table.
+
+### Select an object type
+
+In this form you select the type of object you want to work with from the "Object type"
+
+![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
+
+Select one ore more Rows of objects in the **QuickBooks** table to be exported to AyaNova
+
+An entire row must be selected, it is not sufficient to select a single cell in the table.
+
+Rows are selected by clicking on their row header:
+
+![select rows](img/grid-select-rows.png)
+
+Individual rows can be selected by holding down the Control key while clicking on each separate row to be selected.
+
+You can also click on a row selector and drag up or down to select mutltiple contiguous rows.
+
+If you simply want to select _all_ rows you can click on the header row selector at the top:
+
+![select all rows](img/grid-select-all.png)
+
+### Export
+
+Once you have selected the rows of QuickBooks Items to be exported to AyaNova, click on the "Export selected items" menu option:
+
+![link and sync export selected items menu option](img/link-menu-export.png)
+
+You will be prompted for confirmation:
+
+![export to aya confirm](img/link-export-to-ay-confirm.png)
+
+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
+
+If exporting QuickBooks items into AyaNova Parts, be sure to export their Vendors first so QBI can connect the Vendor in AyaNova to the Part which is important for several features in AyaNova such as warranty information, purchase orders etc.
+
+### 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.
+
+
 
-## TEST PAGE

docs/docs/linksync-link.md

@@ -1,8 +1,8 @@
 # Linking objects
 
-QBI maintains a set of links, a "map" between AyaNova and QuickBooks objects in order to synchronize them and invoice work orders.
+QBI maintains a set of links, a "map" between AyaNova and QuickBooks Items 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.
+Linking is the process of telling QBI which _existing_ AyaNova object is linked to which _existing_ QuickBooks Item.
 
 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.
 
@@ -24,7 +24,151 @@ This is appropriate to use when:
 
 ### How to manually link
 
+Using the "Link and Synchronize" menu option from the main menu:
 
+![link and sync menu option](img/main-menu-tools-link-and-sync-item.png)
 
+to open the "Link & Sync" form:
+
+![link and sync form](img/link-sync.png)
+
+Cached lists of AyaNova objects are displayed on the left side in a table and cached lists of QuickBooks items are displayed in the right side table.
+
+#### Existing links
+
+AyaNova objects that are linked will show the name of the QuickBooks item to which they are linked in the "Linked to" column (AyaNova objects can only be linked to a single QuickBooks item) and QuickBooks items that are linked will show a checkmark in the "Linked" column. The QuickBooks side shows a checkmark instead of the name of objects because any number of AyaNova objects can be linked to a single QuickBooks item (but not the other way around).
+
+#### Select an object type
+
+In this form you select the type of AyaNova object you want to work with from the "Object type"
+
+![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
+
+Rows of objects must be selected in order to make new links or change existing ones.
+
+You can select rows in either table but not both at the same time.
+
+You can select multiple rows in the AyaNova table because you can link multiple AyaNova objects to a single QuickBooks Item.
+
+You can select a single row at a time in the QuickBooks table because you can only link one QuickBooks item to a single AyaNova object.
+
+An entire row must be selected, it is not sufficient to select a single cell in the table.
+
+Rows are selected by clicking on their row header:
+
+![select rows](img/grid-select-rows.png)
+
+Individual rows can be selected by holding down the Control key while clicking on each separate row to be selected.
+
+You can also click on a row selector and drag up or down to select mutltiple contiguous rows.
+
+If you simply want to select _all_ rows you can click on the header row selector at the top:
+
+![select all rows](img/grid-select-all.png)
+
+#### Selecting an object to link to
+
+Once you have selected your row(s) to be linked choose the "Link selected items" menu option:
+
+![link menu option](img/link-menu-link.png)
+
+#### Link from AyaNova
+
+If you have selected rows in the AyaNova table then you will be presented with options to link to a QuickBooks Item:
+
+![link to qb](img/link-to-qb.png)
+
+Here you can choose a QuickBooks item to link to from the drop down list box or place a checkmark in the "Nothing / remove link" to remove any existing links the selected AyaNova objects might have.
+
+Once you make your selection select "OK" to continue. You will be prompted to confirm your choice before the link is made:
+
+![link to qb confirm](img/link-to-qb-confirm.png)
+
+Select OK to save the link choices or "Cancel" to back out.
+
+#### Link from QuickBooks
+
+If you have selected a row in the QuickBooks table then you will be presented with options to link to an AyaNova object:
+
+![link to aya](img/link-to-aya.png)
+
+Here you can choose a AyaNova object to link to from the drop down list box or place a checkmark in the "Nothing / remove link" to remove any existing links the selected AyaNova objects might have.
+
+Once you make your selection select "OK" to continue. You will be prompted to confirm your choice before the link is made, select OK to save the link choices or "Cancel" to back out.
 
 ## Automatic linking
+
+Automatic linking here means allowing QBI to make the links by comparing the names of objects and linking when there are exact matches.
+
+### When to use Automatic linking
+
+Any time there are matching objects already present on both sides such as:
+
+-   you previously used an older version of QBI or AyaNova and just upgraded
+-   after importing older AyaNova data into a newer version
+-   after [deleting the QBI integration object](https://www.ayanova.com/docs/adm-integrations/#delete) from AyaNova
+-   you have manually entered objects with the exact same names to either side
+
+### What happens when automatic linking
+
+QBI goes through the list of AyaNova objects displayed and if they are not currently linked compares the name to the QuickBooks items displayed and if a name matches _exactly_ it makes the link.
+
+The automatic link does not update information from one object to the other - it links the two objects only.
+
+The automatic link does not compare other fields of information for the object - only the name.
+
+### How to automatically link
+
+Using the "Link and Synchronize" menu option from the main menu:
+
+![link and sync menu option](img/main-menu-tools-link-and-sync-item.png)
+
+to open the "Link & Sync" form:
+
+![link and sync form](img/link-sync.png)
+
+Cached lists of AyaNova objects are displayed on the left side in a table and cached lists of QuickBooks items are displayed in the right side table.
+
+#### Select an object type
+
+In this form you select the type of AyaNova object you want to work with from the "Object type"
+
+![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
+
+Select the "Auto link" menu item:
+
+![link menu auto link](img/link-menu-autolink.png)
+
+QBI will immediately attempt to link the displayed items and update the display once completed.
+
+## How to unlink and remove links
+
+To remove existing links use the same process as when manually linking AyaNova objects to QuickBooks Items: follow the [Link from AyaNova](#link-from-ayanova) steps in the [manual linking process above](#how-to-manually-link) selecting the AyaNova objects to be unlinked and choosing "Nothing / remove link" when prompted to choose a QuickBooks Item.
+
+## What happens if I delete a linked object
+
+When QBI starts or when you refresh the cached data, QBI automatically checks existing links to ensure they are still valid.
+
+If an object is not found you will be prompted to remove it's link in QBI:
+
+![missing link prompt](img/missing-link-prompt.png)
+
+If you select Yes the item will be unlinked.
+
+If you select No QBI will go on to the next mismatch in the list if any.
+
+If you select Cancel QBI will abort the startup and shut down.
+
+Do note that if you delete or set to inactive something in QuickBooks after you have already successfully logged into QBI, as QBI will already have its populated cache of QuickBooks items - QBI will not know that you have since deleted or set to inactive until you have refreshed the cached data or restart QBI.