Update AyaNova objects from QuickBooks¶

You can use QBI to update linked Customers, Vendors or Parts in AyaNova from QuickBooks.

(You can also do it the other way around)

How to update from QuickBooks¶

Open the form¶

Use the "Link and Synchronize" menu option from the main menu:

to open the "Link & Sync" form:

link and sync form

Cached lists of AyaNova objects are displayed on the left side in a table and cached lists of QuickBooks Items are displayed in the right side table.

Select an object type¶

In this form you select the type of object you want to work with from the "Object type" menu option:

When you select an object type the data tables will change to show objects of that type in AyaNova and one or more types of Items from QuickBooks that potentially match the AyaNova type.

Select Rows to update¶

Select one ore more Rows of objects in the AyaNova table to be updated from QuickBooks

An entire row must be selected, it is not sufficient to select a single cell in the table.

Rows are selected by clicking on their row header:

select rows

Individual rows can be selected by holding down the Control key while clicking on each separate row to be selected.

You can also click on a row selector and drag up or down to select mutltiple contiguous rows.

If you simply want to select all rows you can click on the header row selector at the top:

select all rows

Update¶

Once you have selected the rows of AyaNova Items to be updated from QuickBooks, click on the "Update selected items" menu option:

You will be prompted for confirmation:

update to qb confirm

Note here that Parts are being updated so there is an extra option to update price and cost only see detailed information about what is updated for each object type below.

Select "Yes" to continue, QBI will update the selected objects from QuickBooks and refresh the two tables once the operation has completed.

What is updated¶

Only linked objects are updated, unlinked objects are ignored.

Each object type updates essentially all the same fields that are exported.

Customers¶

Name, Addresses, Notes (QB Contact), Email, Phone numbers and Account number are updated.

Vendors¶

Name, Contact, Addresses, Email, Phone numbers and Account number are updated.

Parts¶

If "Prices only" is selected then:

Retail and Cost are updated

If "Prices only" is Not selected then:

Name, Wholesaler, Description, Retail and Cost are updated