Introduction
Welcome to QBOI (AyaNova's QuickBooks Online Interface)
Overview of QBOI Features
Suggested order for use
QuickBooks Inventory VS AyaNova Inventory
Installation & Configuration
Common Issues & Messages
QBOI Installation
Starting QBOI for the first time
Starting QBOI from then on
Editing QBOI Preferences
Refreshing your QBOI connection
Mapping & Importing
Mapping (linking)
What is Mapping (linking)?
How to manually link existing data
How to automatically link existing data
How to unlink (unmap)
If delete or remove linked items in QuickBooks
How to import QuickBooks data into AyaNova
Why would I want to import my QB Online data into my AyaNova database?
Import via QBOI Main - customers, items, services, vendors
QuickBooks customers data that is imported into AyaNova
QuickBooks vendors data imported into AyaNova
QuickBooks Items (Inventory or Non-inventory) data imported into AyaNova
QuickBooks Items (Service) data imported into AyaNova
How to import AyaNova data into QuickBooks
Why would I want to import my AyaNova data into my QB Online database?
Import via QBOI Main - clients, vendors, parts, rates
Import via AyaNova grid or entry screen - clients and/or parts
AyaNova clients data imported into QuickBooks
AyaNova vendors data imported into QuickBooks
AyaNova parts data imported into QuickBooks
AyaNova rates data imported into QuickBooks
Updating Linked Clients and Parts
Via QBOI Main update only AyaNova part's cost and retail price
Via AyaNova's grid/entry screen update linked outdated QB Online Items
Via AyaNova's grid/entry screen update linked outdated AyaNova Parts
Via AyaNova's grid/entry screen update linked outdated QB Online Customers
Via AyaNova's grid/entry screen update linked outdated AyaNova Clients
Descriptive Text
What is Descriptive Text?
Service workorder data that can be entered as descriptive text
Editing the Descriptive Text Template
Invoicing
How to invoice AyaNova workorders into QuickBooks invoices
No service workorders ready for invoicing
Fix AyaNova client not yet linked/imported with your QB Online
Fix AyaNova part not yet linked/imported with your QB Online
Fix AyaNova part that has different price than QBO price
Taxes
Parts invoicing includes wo's Description and/or Serial Number
Discount % set in Parts is applied via a QuickBooks invoice
Banked service invoiced out at 0$
Travel or Service Rate retail charges
Misc Expenses charges
Outside Service charges
Invoicing indivdual AyaNova service workorders via QBI into QuickBooks
Invoicing multiple service workorders for one client into one QuickBooks invoice
Invoicing all ready service workorders
What happens when QBI invoices?
Go to the AyaNova web site
Go to the AyaNova Support Forum