The following identifies the only information that is imported into the QuickBooks customer from an AyaNova client:
If the information is not listed here, than it does not get imported.
New feature: to accommodate QuickBooks lack of company name information displaying in a QuickBooks invoice (as only shows what displays in Bill To address), QBI now imports the AyaNova company name into the first line of the QuickBooks company address field.
New feature: to accommodate QuickBooks inability to use Ship To address in a QuickBooks invoice if there is no Bill To address, QBI will now import the AyaNova client's company name and address into the Bill To address as well as the Ship To address if there is only one address entered in the AyaNova client record.
The fields of data that are imported from an AyaNova Client object to a QuickBooks Customer object are:
AyaNova client QuickBooks customer
1 Client Name Company Name
<From the contact grid> <From the Contact information>
2 First Name (of primary) First Name
3 Last Name (of primary) Last Name
4 Primary phone (regardless of type) Phone
5 non-primary phone (fax) Fax
6 non-primary phone Alt. Phone
7 Email Email
<From the Postal Address> <Into the Bill To Address>
8 Client Name & Street (first 3 lines only) Address Line
9 City City
10 State or Province Province/State
11 Postal / Zip Code Postal Code / Zip
12 Country Country / Region
13 Account Number Account No.
<From the Physical Address> <Into the Ship To Address>
Client Name & Street (first 3 lines only) Address Line
City City
State or Province Province/State
Postal / Zip Code Postal Code / Zip
Country Country / Region
AyaNova client fields identified:
QuickBooks customer fields identified:
