<< Click to Display Table of Contents >> Navigation: Mapping & Importing > How to import QuickBooks data into AyaNova > How to import QuickBooks Online data into AyaNova |
Minimum AyaNova data to have been created before map/importing your QB Online data into your AyaNova
Basic steps to import a single object into your AyaNova database
Basic steps to import multiple objects of the same type into your AyaNova database
•Using SHIFT while selecting the first and last object listed continuously
•Using CTRL while selecting non-continuously listed objects
Minimum AyaNova data to have been created before map/importing your QB Online data into your AyaNova
•Erase the existing sample and testing data in your AyaNova database
•Create at minimum two Workorder Statuses - one Workorder Status that would be selected to indicate workorder is ready for invoicing, and another for when workorder has been invoiced via QBOI into your QB Online so can be selected in your Preferences
•Create your AyaNova Tax Codes - QBOI is not able to import your existing QB Online tax codes into AyaNova
•Set your AyaNova Global Settings
•Follow along with the rest of the suggestion order of setting up your AyaNova
Basic steps to import a single object into your AyaNova database
1. Click and hold down on the object indicator (the square to the left of the AyaNova client or vendor) <you will note that the object indicator now shows an arrow within it>
2. Now drag it to the Drop here to import AyaNova item(s) <you will note that your cursor changes to a while being dragged>
3. Release over the Drop here to import AyaNova item(s) and confirmation that you want to import will display.
4. And then the imported AyaNova object will display on the AyaNova "side" along with the linked symbol just like that shown in How to manually link existing data
Basic steps to import multiple objects of the same type into your AyaNova database
Two ways:
•1st using SHIFT if selecting continuous list of objects;
•2nd using CTRL if selecting non-continuous objects in list
1st method using SHIFT if selecting continuous list of objects
1. Select the first QuickBooks Online item and than holding the SHIFT key when you select the last QB Online object in a continuous list<note how all from the first selected to the last are highlighted>.
2. Now drag it to the Drop here to import QuickBooks item(s) <you will note that your cursor changes to a while being dragged>
3. Release over the Drop here to import QuickBooks item(s) and confirmation that you want to import will display.
4. And then the imported AyaNova object(s) will display on the AyaNova "side" along with the linked symbol just like that shown in How to manually link existing data
2nd method using CTRL if selecting non-continuous objects in list
1. Select the first QuickBooks Online item, hold the CTRL key and select each additional QB Online items <note how only the items selected are highlighted>.
2. Now drag it to the Drop here to import Quickbooks item(s) <you will note that your cursor changes to a while being dragged>
3. Release over the Drop here to import QuickBooks item(s) and confirmation that you want to import will display.
4. And then the imported AyaNova object(s) will display on the AyaNova "side" along with the linked symbol just like that shown in How to manually link existing data
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