Issue: Double-clicking on the AyaNova QBI icon results in an immediate error without the log in screen appearing
Solution:
The AyaNovaQBI.exe.config file has not been correctly replaced or edited so that it is accessing the same database as your AyaNova program.
Select Quit and refer to the Installation & Database Configuration steps and confirm your configuration file.
Issue: As the message states, you are attempting to use QBI with a trial AyaNova - AyaNova must be licensed
Solution:
Select OK to close QBI and apply your AyaNova v3 license to the trial AyaNova.
Issue: As the message states, you are attempting to use QBI without a QBI license - you must have purchased the QBI license prior to use.
Solution:
Select OK to close QBI. Log into AyaNova v3 as manager, and apply your AyaNova v3 activation keycode that is licensed for QBI, and than return to these steps.
Issue: As the message states, your company QuickBooks data file must be running on this computer
Solution:
Run QuickBooks and ensure the correct QuickBooks company data file is opened
Select Retry, or if had canceled, run QBI again.
Issue: As the message states, one or more workorders do not have a labor rate (or the message could refer to a Travel rate) selected.
Solution:
Select Quit, open AyaNova and select the rate indicated in the error message for that workorder.
Issue: You are trying to link or import items, but every time you select a item, it pops up information about the item instead of letting you select and drag it
Solution:
You need to select the object indicator (square to the left of the item) and drag that. Refer again to the screenshots and steps provided in the link or import section.
Issue: You have imported QuickBooks items as AyaNova parts, but now you can not select these parts in an AyaNova purchase order.
Solution:
As highlighted throughout this documentation - you are directed to ensure that vendors are imported and linked before linking or importing parts so that the Preferred Vendor set in QuickBooks for the parts are also imported into the part entry screen.
What has occurred is the imported QuickBooks parts do not have a Wholesaler set within the part entry screen, and when you create a purchase order and select the vendor from who the parts will be ordered from, the purchase order only displays parts where that vendor has been assigned as the Wholesaler or Alternative Wholesaler.
You will need to edit each AyaNova part and set the Wholesaler manually.
Issue: You are trying to import AyaNova rates or parts into QuickBooks, but there is no Drop here to import AyaNova item(s) under QuickBooks in the Map / Import section of QBI for parts or rates as there is for clients or vendors
Solution:
This is correct
Please refer to the section How to import AyaNova data into QuickBooks as AyaNova parts and rates can not be imported into QuickBooks - they can only be linked to existing QuickBooks items.
Issue: No service workorders display as ready for invoicing even though you are sure there are
Solution:
Please refer to the section in this documentation titled No service workorders ready for invoicing as if you do have workorders ready for invoicing, one of the required four settings are not applied to the workorder(s)
Issue: You select Invoice Selected Items to QuickBooks, but the service workorders continue to display in the QBI list, and the invoices are not created in QuickBooks.
Solution:
You have not selected what you actually want to invoice.
QBI allows you to select individual or multiple service workorders at one time. Use your mouse to click on the object indicator (square to the left of the client name or to the left of the row depicting the service workorder number) and than either right-click and select Selected Items to QuickBooks, or select the menu Invoices -> Selected Items to QuickBooks.
And you can also hold down the CTRL keyboard key, and select multiple service workorders / client names to invoice all ready to invoice service workorders.
Issue: The Rate set in QuickBooks for a Outside Service charge, or a Misc Expense charge or a Travel charge, or a Service charge is not what shows in the QuickBooks item Rate field - but instead is from what shows is the AyaNova retail charge for that item
Solution:
This is correct and is the way QBI tells QuickBooks what to charge for these items.
Please refer to the sections under Invoicing regarding these items.
Issue: You've edited service workorders, or edited AyaNova or QuickBooks objects, but QBI does not display these changes
Solution:
QBI only obtains QuickBooks and AyaNova information when QBI first loads - so if you enter new information into either QuickBooks or AyaNova with QBI running - QBI will not be aware of it.
You will need to close QBI and restart it.