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Fully unlock the trial with a full featured 30 day unlock key

 

What AyaNova users are saying about AyaNova

"We began using AyaNova in 2004 to replace our paper work orders and manual invoice creation in QuickBooks. AyaNova has saved our company many hours invoicing and has permitted us to add new consultants as we grew...."
Edward - NetSolutions Team Inc.
Indiana, USA

 

 


AyaNova service management & work order software featuresOptional add-on WBI - web browser interface featuresOptional add-on PTI - Peachtree interface features
 

[QBI Features] [Requirements] [Licensing] [How it works] [Trial]

See below for more information on the features QBI - QuickBooks interface with AyaNova service management & work order software.

We encourage you to review the AyaNova QBI v4 Help which provides detailed information on all features as well as screenshots and tips on use.

 

 

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Import QuickBooks clients, vendors and items into AyaNova  (more info...)

Import AyaNova clients, vendors, rates and parts into QuickBooks (more info...)
Link existing data  (more info...)
Update all linked AyaNova parts price and cost to that of QuickBooks items price and cost (more info...)
Update linked QuickBooks parts information before invoicing  (more info...)
Create QuickBooks invoices from billable AyaNova workorders  (more info...)
Set descriptive text to display on the QuickBooks invoice  (more info...)
Consolidate multiple workorders into one QuickBooks invoice  (more info...)
Preset AyaNova and QuickBooks settings to use  (more info...)
For a quick overview of some of QBI's features, check out the video QBI - QuickBooks Interface video
Compatible with US QuickBooks versions  (more info...)
Compatible with Canadian QuickBooks versions  (more info...)
Compatible with UK QuickBooks versions  (more info...)

 

Also check out the Videos web page for a video of some of QBI features

Import clients, vendors and items from the QuickBooks company data file into the AyaNova database

 Easily drag and drop to link AyaNova and QuickBooks

Its an easy drag and drop to import and to link.

You can drag individual  QuickBooks items to AyaNova using QBI, as well as can drag multiple items at a time.

Using the import feature, data is only entered once and ensures that the AyaNova items match the QuickBooks items to facilitate converting AyaNova work orders into QuickBooks invoices automatically.

 

Import clients, vendors, rates and parts from the AyaNova database into the QuickBooks company data file

Its an easy drag and drop to import and to link.

AyaNova QBI can import AyaNova client, rate, parts and vendor data into QuickBooks. An example is a new client requests service. Their client information is entered into AyaNova. When it comes time to invoice in QuickBooks, you can just import that AyaNova client's information into QuickBooks without the need to manually re-enter again in QuickBooks.

 

Link existing AyaNova data with existing QuickBooks data

Its an easy drag and drop to link existing AyaNova data with existing QuickBooks data.

Or just select the Auto-Link menu option.  Autolink AyaNova clients and QuickBooks customers

Linking is different from importing in that the original AyaNova record is preserved as-is and is marked internally with the record in QuickBooks that it matches to.

This is also useful when you have records in AyaNova that differ from QuickBooks. For example, you may have multiple clients in AyaNova that represent separate locations for service but want to link them all to a single QuickBooks client for billing.

This is also useful if you have many pre-existing items in AyaNova as you can link them to QuickBooks records without losing their historical data as you would if you started with newly imported items.

If you have already entered in items (clients, parts, rates) into AyaNova, if they have the exact same name as in QuickBooks, they can be auto-linked instead of having to be manually individually re-linked.

 

We encourage you to review the AyaNova QBI v4 Help which provides detailed information on all features as well as screenshots and tips on use.

 

Update linked information between the AyaNova database and QuickBooks company data file

If you have already imported and linked items into AyaNova via QBI from QuickBooks, and you edit the price information in QuickBooks (or AyaNova), you can update the price information for Parts in AyaNova (or QuickBooks) just before invoicing with a easy selection as QBI notifies you if there is a price discrepancy

Synchronize price differences between AyaNova and QuickBooks

 

Synchronize price differences between AyaNova and QuickBooks

 

Update AyaNova parts price and cost with the linked QuickBooks items price and cost via one menu option

QBI will automatically update the AyaNova parts price and cost that are linked to QuickBooks items using the Update AyaNova prices menu option.

 

Export data from AyaNova service workorders into QuickBooks invoices

AyaNova QBI can be used to quickly and easily turn AyaNova work orders into QuickBooks invoices. All billable items in an AyaNova work order can be exported into an invoice in QuickBooks. This saves re-entering data manually because the data in the service workorder is directly converted to a QuickBooks invoice without any retyping of information.

AyaNova QBI work order export into QuickBooks invoice has the following features:

bulletAuto select work orders for billing based on AyaNova status.
bulletPrice protection for parts: AyaNova QBI flags part prices that differ in AyaNova from QuickBooks. You can accept the difference, or change the AyaNova service workorder, or change the AyaNova item price, or change the QuickBooks price to match the AyaNova service workorder - with a click.
bulletApply discounts set to part prices in AyaNova for a specific workorder to the invoice
bulletIf a labor item in an AyaNova workorder has been banked via Banked Service, QBI will invoice the labor item at 0$ amount. This way, if your client has pre-paid for service, and you have banked the service charges against their pre-paid amount, the client will not be re-billed for that service in a QuickBooks invoice.
bulletAutomatically ensures that work orders contain only items that are recognized by QuickBooks. If an item has not yet been linked to QuickBooks you can link it quickly and easily.
bulletSet descriptive text to include on invoice for the work order – such as work order number, Quick Description field from work order, unit (client equipment) selected within work order, labor details, etc
bulletVia the QBI setup, select the QuickBooks template invoice you wished used if applicable (depends on the version of QuickBooks if available)
bulletChoice of invoicing out per service workorder, or by default consolidate service workorder billable information into one invoice for the same client
bulletAll data sent to QuickBooks in the process of creating invoices is automatically verified by QuickBooks for validity. Unlike older .iif file import / export methods of getting data into QuickBooks, AyaNova QBI uses the much more robust software developer interface provided by Intuit for use with QuickBooks.

 

We encourage you to review the AyaNova QBI v4 Help which provides detailed information on all features as well as screenshots and tips on use.

 

Set descriptive text from the AyaNova service workorder to display on the QuickBooks invoice

Although we encourage that  your customer receives a AyaNova service workorder report that details all service information, you do have the option to have descriptive text from the AyaNova service workorder display on the QuickBooks invoice.

This includes many different fields from the AyaNova service workorder from the workorder number to the labor details.

 

Consolidate multiple AyaNova service workorders into one QuickBooks invoice

Consolidate multiple workorders into one QuickBooks invoice

Easily consolidate billable service workorders for the same QuickBooks client, or simply select to invoice out each service workorder individually.
 

Preset AyaNova and QuickBooks settings to use

AyaNova QBI settings can be changed at any time.

Set the billable workorder status service workorders are that are ready for billing to distinguish from those not yet to be billed.

Set the workorder status the service workorder is changed to to distinguish it from service workorders not yet invoiced.

If you use Classes in QuickBooks you can select one of your existing QuickBooks classes as a default for all invoices created through AyaNova QBI.

If you use invoice templates, you can select one of your invoice templates to use as a default for invoices created.

Set invoices created by AyaNova QBI to "Ready to print" status in QuickBooks. This means that you can print all the invoices at once from QuickBooks.

Set the QuickBooks Memo Field to identify who ran QBI to create the invoice for record keeping.

 

We encourage you to review the AyaNova QBI v4 Help which provides detailed information on all features as well as screenshots and tips on use.

 

How it works

The QBI program acts as a "bridge" between your QuickBooks company data file and the AyaNova database.

The QBI program does not itself maintain any data. All settings are maintained in the AyaNova database.

QBI queries the QuickBooks company data file that is running for its customers, vendors and items; and queries the AyaNova database for its clients, rates, parts and vendors and billable service workorders.

Use QBI to easily drag and drop AyaNova and QuickBooks objects for linking and importing.

When an AyaNova service workorder meets the requirements that indicate it is ready for being invoiced, that service workorder will display in QBI where you select to invoice it - at which time it updates the AyaNova service workorder that it has been invoiced and creates the invoice in QuickBooks.

Detailed information on installation, configuration, features and use can be found in the AyaNova QBI v3 Manual

 


QBI v4 Requirements

bulletThe latest version of AyaNova v4 installed and operational
bulletMS Windows 2000, XP, 2003, Vista (with all applicable service packs and/or patches)
bulletQBFC 5.0 (QuickBooks Foundation Class - refer to QBI v3 Help requirements)

 

Compatible with the following versions of QuickBooks

bulletU.S. QuickBooks Enterprise, Pro and Premier Editions 2003, 2004, 2005, 2006, 2007, 2008
bulletCanadian QuickBooks Pro and Premier Editions 2003, 2004, 2005, 2006, 2007, 2008
bulletUK QuickBooks Pro and Accountant Editions 2003, 2004, 2005, 2006, 2007, 2008

 

Licensing

bulletOnly one AyaNova optional add-on QBI v4 license is needed per database regardless of the number of users that will run QBI
bulletDo note that it is recommended that only one person at a time run QBI to ensure no double-invoicing.
bulletPricing information for QBI v4 can be found on our Pricing page
bulletPurchase QBI v4 via the link on our  Purchase page

If you have any questions, do post on the AyaNova Support Forum or contact us directly.

 

Trial

We would be happy to send you a temporary keycode for AyaNova and QBI.

A. If you are already licensed for AyaNova scheduled users, send the following information via direct email to support@ayanova.com or via our online request form:

bulletSpecify that you want to try out QBI with your existing licenses
bulletLog into your AyaNova as the Administrator, select menu Help -> License, and copy all information and paste into the email to us

B. If you have not yet purchased AyaNova scheduled user licenses, send the following information via direct email to support@ayanova.com or via our online request form:

bulletYour name
bulletYour company name
bulletYour company contact information
bulletYour company web site (if you have one)
bulletThe number of schedulable users you would like to trial AyaNova with (see How many licenses do I require? question on our FAQ Answers web page)
bulletAnd that you would like a 30 day full trial for AyaNova and QBI
bulletAlso identify if you want trial license for WBI and/or PTI and/or MBI

 

[QBI Features] [Requirements] [Licensing] [How it works] [Trial]

 

 

Copyright © 1999, 2008 Ground Zero Tech-Works Inc.
AyaNova® is either a registered trademark or trademark of Ground Zero Tech-Works Inc. in the United States and/or other countries.

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