<< Click to Display Table of Contents >> Navigation: Updating Linked Clients and Parts > Update QuickBooks Online Mapped/Imported Parts |
An example of use:
1.One or more QBOI linked QB Online Item(s) fields have been manually edited.
2.These fields are fields of data that can be imported from your QB Online Item to your AyaNova Part.
3.And you want that information also in your QBOI linked AyaNova Part(s) without having to manually edit your AyaNova Part(s).
4.Use the AyaNova Parts grid or entry screen menu option Refresh AyaNova record to do this
Fields of the AyaNova Part that can be updated if changed in your QBOI linked QB Online Item:
•Part Number
•Cost
•Retail
NOTE: Fields of the AyaNova Part that can not be updated if changed in your QBOI linked QB Online Item:
•On Hand
•Restock level
Below is an example of steps to update the older AyaNova data with the edited latest QB Online data:
1. Refresh your connection to make sure accessing the latest information
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 at the top of the AyaNova grid
Or you can select continuous listing of AyaNova part 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, select the part record you want updated in your AyaNova 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.
2. Select the PlugIns menu option in the Parts grid menu and select AyaNova QBOI -> Refresh AyaNova record
3. Click on Yes to update the AyaNova part's information to that of the QBOI linked QB Online Item.
4. It will show Done when completed
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