How to import QuickBooks Online data into AyaNova

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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>

DragQBOobjecttoAyaNova1

2. Now drag it to the Drop here to import AyaNova item(s) <you will note that your cursor changes to a cursordrag while being dragged>

DragQBOobjecttoAyaNova2

3. Release over the Drop here to import AyaNova item(s) and confirmation that you want to import will display.

DragQBOobjecttoAyaNova3

4. And then the imported AyaNova object will display on the AyaNova "side" along with the linked symbol link1 just like that shown in How to manually link existing data

DragQBOobjecttoAyaNova4

 

 

 

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>.

DragQBOobjecttoAyaNova5

2. Now drag it to the Drop here to import QuickBooks item(s) <you will note that your cursor changes to a cursordrag while being dragged>

DragQBOobjecttoAyaNova6

3. Release over the Drop here to import QuickBooks item(s) and confirmation that you want to import will display.

DragQBOobjecttoAyaNova3

4. And then the imported AyaNova object(s) will display on the AyaNova "side" along with the linked symbol link1 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>.

DragQBOobjecttoAyaNova7

2. Now drag it to the Drop here to import Quickbooks item(s) <you will note that your cursor changes to a cursordrag while being dragged>

DragQBOobjecttoAyaNova8

3. Release over the Drop here to import QuickBooks item(s) and confirmation that you want to import will display.

DragQBOobjecttoAyaNova3

4. And then the imported AyaNova object(s) will display on the AyaNova "side" along with the linked symbol link1 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