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2022-07-18 01:27:39 +00:00
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@@ -24,6 +24,22 @@ and one in the Windows Start Menu:
Double-click on either shortcut to start QBI now
### Login
![auth](img/auth-login.png)
#### Server address
Here you enter the address of your AyaNova server.
The easiest way to do this is to open the AyaNova web app in your web browser to the AyaNova login screen, copy the entire URL from the web browser and paste it into the `Server address` field here. QBI will automatically figure out the correct server address from what you paste.
Use the Test button to confirm you are good to login.
#### Accounting User
Remember QBI will only allow a user with the Accounting Role to log in.
### Grant access
If this is your first time using QBI with this QuickBooks company file you will be prompted in QuickBooks to grant access to QBI:

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# AyaNova QBI features
- Secure; only AyaNova Users with the AyaNova [Accounting Role](https://www.ayanova.com/docs/ay-biz-admin-roles/#accounting) set are able to use QBI
- Secure
- only AyaNova Users with the AyaNova [Accounting Role](https://www.ayanova.com/docs/ay-biz-admin-roles/#accounting) set are able to use QBI
- TFA Two factor authentication is fully supported in QBI if it's [enabled in AyaNova](https://www.ayanova.com/docs/home-tfa/)
- Export Customers, Vendors and Items from the QuickBooks company data file into the AyaNova database
@@ -44,7 +47,6 @@ This is also useful if you have many pre-existing items in AyaNova as you can li
If you have already entered in items (Customers, Parts, rates) into AyaNova, if they have the exact same name as in QuickBooks, they can be auto-linked instead of having to be manually individually re-linked.
## Update linked objects
Update linked object's information between AyaNova and QuickBooks.
@@ -53,10 +55,8 @@ If you make a change to an object in AyaNova, just use the Update menu option to
Or vice versa, if you have made a change in QuickBooks, use the Update menu option to update the information to the linked AyaNova object.
## Handle different prices
At the time of invoicing, if there is a difference between the AyaNova price and the QuickBooks price, you can select to use the AyaNova price or use the QuickBooks price, as well as have QBI set either the AyaNova workorder price to the QuickBooks price, or set the QuickBooks Item price to that of the AyaNova workorder part price.
## Export work orders into Invoices
@@ -82,4 +82,3 @@ AyaNova QBI can be used to quickly and easily turn AyaNova work orders into Quic
- Set invoices created by AyaNova QBI to "Ready to print" status in QuickBooks via Preferences. This means that you can print all the invoices at once from QuickBooks.
- All data sent to QuickBooks in the process of creating invoices is automatically verified by QuickBooks for validity. Unlike older .iif file import / export methods of getting data into QuickBooks, AyaNova QBI uses the much more robust software developer interface provided by Intuit for use with QuickBooks.