If you have just finished configuring QBI for the first time, after the following message
QBI will open to the Map/Import screen defaulting to displaying the AyaNova client objects on the left and the QuickBooks customers on the right
Or if you need to import objects at any time, select the menu Tools, than Map and import to open the Map/Import screen which defaults to showing the AyaNova clients on the left and QuickBooks customers on the right.
Select the menu Object to drop down to select which objects (clients, parts, vendors, rates) you want to import.
Be sure that when importing QuickBooks vendors into AyaNova, that you select the "type" of AyaNova vendor by the menu option when selecting what view to look at in QBI - this is the only way that QBI knows what type to set the AyaNova vendor as when imported.
QuickBooks Tax Codes are not importable into AyaNova. An invoice in QuickBooks created by QBI uses the tax codes set up for the QuickBooks Item - QBI does not refer to the tax code selected in the AyaNova service workorder.
Basic steps to import
| 1. | Click and hold down on object indicator (the square to the left of the QuickBooks item (customer, vendor or item)) <you will note that the object indicator now shows an arrow within it> |
| 2. | Now drag it to the Drop here to import QuickBooks item(s) <you will note that your cursor changes to a  while being dragged> |
| 3. | Release over the Drop here to import QuickBooks item(s) and confirmation that you want to import will display. |
| 4. | You can also import multiple QuickBooks items at one time by select the first QuickBooks item and than holding the SHIFT key when you select the last QuickBooks item – which highlights all those listed. And than drag and drop as above. |
| 5. | Or select the first QuickBooks item, hold the CTRL key and individually select more QuickBooks items <note how only the items selected are highlighted>. And than drag and drop as above. |
The same applies to importing QuickBooks Vendors as AyaNova vendors, QuickBooks items as AyaNova parts, and importing QuickBooks items (service) as AyaNova rates - you drag and drop which items you want to import into the Drop here to import QuickBooks item(s) location.
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.