Linking existing data is when you have the object already entered in both AyaNova and QuickBooks, and you wish to link the two objects together so that you can use the invoice feature of QBI.
If the clients and parts objects are not linked, QBI will not know which QuickBooks customer is to be invoiced for the AyaNova service workorder; or which QuickBooks items are to be invoiced out for the AyaNova parts and rates on the service workorder.
If the QuickBooks vendors are not linked to AyaNova vendors, imported or linked parts will not have the corresponding linked QuickBooks vendor to the AyaNova wholesaler.
An example of the situation when you would use the automatic link feature of QBI is:
| 1. | You previously used QBI v1.2.2.0 with AyaNova CE 1.9.4.4 |
| • | You have licensed AyaNova v3 |
| • | You have imported your AyaNova CE 1.9.4.4 data into AyaNova v3 |
| • | Now you need to link the previously imported and linked AyaNova data to that of your QuickBooks company data file again for use with QBI v3. |
2. You have manually entered in clients, parts, rates, vendors with the same name/number as that in your QuickBooks
| • | Automatic linking will compare names of each object and link that which it most believes is correct. |
The automatic link does not update information from one object to the other - it links the two objects only.
The automatic link feature compares the QuickBooks object name to that of a corresponding AyaNova object.
The automatic link does not compare other fields of information for the object - only the name.
The fields that are compared during Auto-Link
The automatic link feature will compare the following field of data between the two objects and than automatically link if they are the same:
QuickBooks customer entry AyaNova client entry
Company Name Client Name
QuickBooks vendor entry AyaNova vendor entry
Vendor Name Vendor Name
QuickBooks Item entry AyaNova Part entry
Item Name/Number Part Number
QuickBooks Item entry AyaNova Rate entry
Item Name/Number Rate Name
To automatically link AyaNova objects with QuickBooks objects of the same name is just selecting the Auto Link menu option:
| 1. | If not already viewing the Map & Import screen select the menu Tools -. Map & Import |
| 2. | Select what type of object you wish to map & import by selecting the menu Object <In the following screenshot we have selected to map & import Clients> |
3. Select the menu option Auto Link
4. AyaNova objects now linked will display the link symbol 
NOTE - 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.