QBI Preferences

It is always suggested to read through all instructions first, and than perform the actual steps

1.	Once installation and database configuration has been completed - make sure QuickBooks is running with your QuickBooks company data file accessed.

2.	Start the QBI program by selecting Start -> All Programs -> AyaNova -> QBI.

3.	If you receive the following message, select OK to close QBI and apply your AyaNova license to the trial AyaNova

If you receive the following message, select OK to close QBI. Log into AyaNova as manager, and apply your AyaNova activation key-code that is licensed for QBI, and than return to these steps.

4.	Log in as a user that is a member of a security group with Read/Write/Delete rights to all business objects. Check with your computer administrator if you do not know which username to use.

5.	AyaNova QBI requires that the QuickBooks program be loaded and accessing the QuickBooks company data file before QBI is loaded.

QBI will request access to the QuickBooks company data file. Select Yes, Always for the QBI application to always have access to your QuickBooks company data file. Your QuickBooks approval may not look exactly like this screenshot, depending on the version of QuickBooks you have. Either way, select to always allow full access.

Confirm the path and company name of the QuickBooks company data file. If this is not correct, than select the Cancel button and open the correct QuickBooks company data file in the running QuickBooks program on this computer. Otherwise, select the OK to continue. <note that path stated in screenshot below is only an example>

10.	As the information on the window states, set the status of the billable workorder. <note that AyaNova Workorder Status selected in screenshot below is only an example>

11.	As the information on the window states, set the status the workorder will be set to once invoiced. <note that AyaNova Workorder Status selected in screenshot below is only an example>

12.	As the information on the window states, set the QuickBooks item to use when billing Outside Service

13.	As the information on the window states, select the QuickBooks item to use when invoicing miscellaneous expenses in a service workorder item.

14.	As the information on the window states, select the QuickBooks item to use when invoicing loan charges in a service workorder item

15.	As the information on the window states, select the QuickBooks transaction class if used.

16.	As the information in the window states, select the default Terms you want QBI to set the QuickBooks client to when import a client from AyaNova into Quickbooks.

17.	As the information on the window states, select the QuickBooks invoice template to use for invoicing service workorders from AyaNova.

a.	If you instead get a screen stating this feature is not supported, as the information on the window states, it is due to the version of your QuickBooks.

18.	As the information on the window states, either uncheck or leave check-marked the To Be Printed in a QuickBooks invoice that is created.

19.	As the information on the window states, either uncheck or leave check-marked to use the QuickBooks internal memo field

17. As the information in the window states, either check or leave check-marked to have the AyaNova workorder set to the Closed state once the workorder has been invoiced via QBI into QuickBooks. Do note a workorder checked to Closed can not be edited or deleted by anyone - this makes sure that no one bills out customers and then deletes or edits the workorder afterwards.

Note as well that this setting overrides the AyaNova Global Settings default for the Closed Service Workorder. This is because you might want workorders invoiced through QuickBooks to display a different Workorder Status than workorder's manually closed in AyaNova.

18. Preferences are now completed and you are ready to import and/or link data from/to AyaNova and QuickBooks.

The next screen will be the Map & Import screen for QBI where you can select for mapping and importing for either clients, vendors, rates or parts. Refer to the Map & Import section of this manual for how to use this feature.

You can always change these preferences at any time from within QBI by selecting the menu option Tools -> Preferences and going through the wizard selection of preferences again.