How to automatically link existing data

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How to automatically link existing data

 

Two examples of when you could/would use the automatic link (map) feature of QBOI:

 

Example 1. You previously used a desktop version of QuickBooks that you moved to QB Online, and was using AyaNova version 6.1 (which did not have a QBOI interface)

You have now purchased the subscription for QBOI and for your AyaNova level of scheduleable users, and upgraded to the latest AyaNova program version (which also updated your database)

Now you need to link the previously imported and linked AyaNova data to that of your QB Online company data file again for use via QBOI.

 

Example 2. You had manually entered in clients, parts, rates, vendors with the same name/number into your AyaNova database as that in your QuickBooks Online

Automatic linking will compare names of each object and link that which it most believes is correct.

 

 

The automatic link does not update information from one object to the other - it links the two objects only.

 

The automatic link feature compares the QB Online object name to that of a corresponding AyaNova object.

 

The automatic link does not compare other fields of information for the object - only the name (or in the case of a AyaNova Part, the Part Number).

 

Use the appropriate update steps whether updating older linked QB Online data, or updating older linked AyaNova data

 

 

 

The fields that are compared during Auto-Link

 

The automatic link feature will compare the following field of data between the two objects and than automatically link if they are the same:

 

QuickBooks Online customer entry        AyaNova client entry

 Company Name                                Client Name

 

QuickBooks Online vendor entry                AyaNova vendor entry

 Vendor Name                                Vendor Name

 

QuickBooks Online Item entry                AyaNova Part entry

 Item Name/Number                                Part Number

 

QuickBooks Online Item entry                AyaNova Rate entry

 Item Name/Number                                Rate Name

 

 

 

To automatically link AyaNova objects with QuickBooks Online objects of the same name is just selecting the Auto Link menu option:

 

1.If not already viewing the Map & Import screen select the menu Tools -> Map & Import from the QBOI main screen

ToolsMapImport

 

2.Select what type of object you wish to map & import by selecting the menu Object <In the following screenshot we have selected to map & import Clients>

mapimportobjectclients

 

3. Select the menu option Auto Link

    Autolink1

 

4. AyaNova objects now linked will display the link symbol link1

Autolink2

 

 

NOTE: QBOI only obtains QuickBooks Online and AyaNova information when QBOI first loads

If you enter new information into either QuickBooks Online or AyaNova with QBOI running, you need to refresh the connections in 4 possible ways