The following identifies the only information that is imported into the AyaNova client from a QuickBooks customer :
If the information is not listed here, it does not get imported from the AyaNova client via QBI into a QuickBooks customer.
The fields of data that are imported from a QuickBooks Customer object to an AyaNova Client object are:
QuickBooks customer AyaNova client
1 Company Name Client Name
<Into the contact grid>
2 First Name First Name*
3 Last Name Last Name
4 Phone Primary phone (with type set as Business)**
5 Fax Phone (with type set as Fax)
6 Email Email
<From the Bill To Address> <Into the Postal Address>
7 Address Street
8 City City
9 Province/State State or Province
10 Postal Code / Zip Postal / Zip Code
11 Country / Region Country
<From the Ship To Address> <Into the Physical Address>
Address Street
City City
Province/State State or Province
Postal Code / Zip Postal / Zip Code
Country / Region Country
12 Account No. Account Number
**Note that only the contact that is set as the Primary is what gets imported, and the phone information of that primary contact gets imported.
**Note that as there are many ways of entering in a telephone area code, that QBI is not able to distinguish what is the phone number and what is an area code from the QuickBooks entry - so all numbers are entered into the Phone column in the AyaNova vendor contact.
**Note that QBI can not identify if the first line of what is in the Address field (#7 below) has the client's company name in it or not - all lines from the Address field in a QuickBooks client company record is imported into the Street field of an AyaNova client record.
QuickBooks client fields identified:
AyaNova client fields identified:
