QBI - optional desktop QuickBooks interface

Simplify importing, synchronizing and billing




Designed for QuickBooks

Video overview of the optional add-on QBI QuickBooks interface for AyaNova work order software
  • U.S. Enterprise, Pro and Premier Editions 2007 and higher including 2017
  • Canadian Pro and Premier Editions 2008 and higher
  • UK Pro and Accountant Editions 2008 and higher
  • Australian 2008/2009 and higher including 2012/2013

Newer editions of QuickBooks versions then those listed above are compatible with no issues (for example UK QB 2017 and CAN QB 2017) - do test before purchase to ensure meets your needs, we would be happy to provide a 30 day trial!

Easily import records

Easily drag and drop to link and/or import AyaNova and QuickBooks clients, items, vendors etc

 

It's just an easy drag and drop to import between AyaNova and QuickBooks using the optional add-on QBI!

You can import all at once, as well as import as needed!

Watch the video overview of the optional add-on QBI (QuickBooks interface).

Link existing records

Autolink client records

 

Easily link existing AyaNova and QuickBooks records together so you can synchronize and bill out.

Linking is ideal if you have many pre-existing items in AyaNova as you can link them to QuickBooks records without losing their historical data as you would if you started with newly imported items.

Linking is also useful when you have multiple clients in AyaNova that represent separate locations for service but want to link them all to a single QuickBooks client for single invoice billing.

And you can Auto-Link all items with matching names with one click!

Refresh and synchronize

Update QuickBooks data using QBI

 

Easily synchronize changes between AyaNova and QuickBooks

Let's say you have imported QuickBooks clients into AyaNova, and then at a later time, changed the client address in AyaNova - easily use the Refresh QuickBooks Record to update the QuickBooks clients with the changes in the AyaNova client record

Or another example, let's say that you have imported AyaNova parts into QuickBooks, and then at a later time, you have made changes in the part's price or cost in QuickBooks - you can easily use the Refresh AyaNova Record to update the AyaNova parts with the changes in the QuickBooks part record.

Need special pricing?

Set price differences Easily synchronize price differences between your work order program and your accounting program

 

No problem! With QBI you can link and import on the fly, as well as bill out the part at a special price.

When QBI displays the list of workorders that are ready for invoicing, it will advise you if anything in the billable workorder does not have linked objects (i.e. the client is not linked between AyaNova and QuickBooks, etc) or if a price in QuickBooks is different than that in AyaNova so that you can conveniently change or accept it before invoicing.

Invoice billables

Invoice AyaNova service work orders into your accounting program

 

All billable items in an AyaNova work order can be exported into an invoice in QuickBooks

This saves re-entering data manually because the data in the service workorder is directly converted to a QuickBooks invoice without any retyping of information

And you can easily consolidate multiple AyaNova service workorders into one QuickBooks invoice

Set descriptive text to display on the QuickBooks invoice so that your client sees details about the service performed


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