Via AyaNova's grid/entry screen update linked outdated QB Online Items

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Via AyaNova's grid/entry screen update linked outdated QB Online Items

 

An example of use:

1.One or more QBOI linked AyaNova Parts have been manually edited.

2.These fields are fields of data that can be imported from your AyaNova Part to your QB Online Item.

3.And you want that information also in your QBOI linked QB Online Item(s) without having to manually edit your QB Online Item(s).

4.Use the AyaNova Parts grid or Part entry screen menu option Refresh QuickBooks record to do this

 

QBOIRefreshQBrecord

 

 

Fields of the QB Online Item that can be updated if changed in your QBOI linked AyaNova Part:

 

Name

Sales Information

Cost

Sales/Price Rate

 

NOTE: Fields of the QB Online Item that can not be updated if changed in your QBOI linked AyaNova Part:

 

Quantity On Hand

Reorder point

 

 

Below is an example of steps to update the QBOI linked older QB Online Item record data with the edited latest AyaNova Part record data:

 

 

 

1. Refresh your connection to make sure accessing the latest information

 

If you have edited your Global Settings Part Display Format, you will need to save and exit out of AyaNova which will require logging back in, starting QBOI and authenticating again

 

 

2. You can select one or more specific part records from your AyaNova Parts grid by holding down the CTRL key and using your mouse to select each records row selector.

 

Or you can select all Parts showing in the list by select the AyaPartgridallselected1 at the top of the AyaNova grid

AyaPartgridallselected

 

Or you can select continuous listing of AyaNova parts records rows by holding down your SHIFT key while using your mouse to select the first and the last row selector.

 

Or open the specific AyaNova part record.

 

In this example we are selecting a single part record you want updated in the Part's grid (you could instead for a single Part, just open its entry screen  and perform the same steps from within the record itself). Note how you can tell it is selected in the Part's grid as in addition to the row being highlighted, also all fields are underlined.

AyaParttoQBOIgrid1

 

2. Select the PlugIns menu option in the Parts grid menu and select AyaNova QBOI -> Refresh QuickBooks  record

AyaParttoQBOIgrid2

 

QBOIRefreshQBrecord

 

3. Click on Yes to update the Quickbook's part information to that of the AyaNova part.

UpdatelinkedAyapartstoAyavalue

 

4. It will show Done when completed

 

AyaClienttoQBOIentry4

 

5. Now when you refresh your view of your QBOI items, you will see the updates that have been applied.

 

 

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.