<< Click to Display Table of Contents >> Navigation: Updating Linked Clients and Parts > Via AyaNova's grid/entry screen update linked outdated QB Online Customers |
An example of use:
1.One or more QBOI linked AyaNova client's fields have been manually edited.
2.These fields are fields of data that can be imported from your AyaNova Client to your QB Online customer.
3.And you want that information also in your QBOI linked QB Online customer(s) without having to manually edit your QB Online customer(s).
4.Use the AyaNova Client grid or Client entry screen menu option Refresh QuickBooks record to do this
Below is an example of steps to update the QBOI linked older QB Online customer record data with the edited latest AyaNova client record data:
1. Refresh your connection to make sure accessing the latest information
2. You can select one or more specific client records from your AyaNova Clients grid by holding down the CTRL key and using your mouse to select each records row selector.
Or you can select all Clients showing in the list by select the at the top of the AyaNova grid
Or you can select continuous listing of AyaNova client 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 client record.
In this example, select the client record you want updated in the Client's grid (you could instead for a single Client, 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 Client'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 QuickBooks record
3. Click on Yes to update the Quickbook's customer information to that of the AyaNova client.
4. It will show Done when completed
5. Now when you refresh your view of your QBOI customers, 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