Fix AyaNova client not yet linked/imported with your QB Online

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Fix AyaNova client not yet linked/imported with your QB Online

If your QBOI Main displays AyaNova clients and workorders an orange circle with a link through it image notready When that may indicate one or more of the following problems needs to be fixed.

ErrorSomethingneedsfixing2

 

1.The AyaNova client of that workorder has not yet been linked/exported from your AyaNova to your QB Online which we will cover in this help section below

2.and/or parts in the AyaNova workorder are not yet linked/imported with a corresponding Item in your QB Online

3.and/or parts in the AyaNova wokorder have a different price than that of the linked QB Online Item

 

 

1. To determine which problem(s) need fixing, start with selecting Invoices -> Fix Problems

ErrorSomethingneedsfixing3

 

 

2. All problems needing to be fixed at this moment will be listed - below is an example only

FixInvoiceProblems1

 

3. In this section, we will go over how to address the problem of an AyaNova Client not yet linked or exported yet to your QB Online

 

4. For the row where the ObjectType is Client and the Problem is NotLinkedToQB select under the Fix column Link/Export

FixInvoiceProblemsClientLinkExport

 

5. Possible options to resolve will be displayed:

FixInvoiceProblemsClientLinkExport2

 

a. Link to an existing QB Online item

b. Or import the AyaNova part's data into your QB Online which will also link

 

6. In our example above, we have selected to Import to QB

 

7. Continue with fixing any other outstanding problems until your QBOI Main shows the avaiable workorder(s) with a ready image next to it to indicate there are no problems and is ready for invoicing.

FixInvoiceProblems2

 

FixInvoiceProblems3

 

 

8. Now invoice:

 

a. If you want a single AyaNova workorder to be invoiced out in a single QuickBooks Online invoice

 

b. If you want multiple AyaNova workorders for the same client to be invoiced out to a single QuickBooks Online invoice

 

c. If you have a number of service workorders all for different clients ready for invoicing, you can have QBOI have QuickBooks Online invoice all workorders at one time into respective invoices

 

d. Refer to What happens when QBOI invoices?