Updating AyaNova Mapped/Imported Clients

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You can update linked parts Name, Number, Retail and Cost via the Client's menu grid or the specific Client's entry screen.

 

NOTE: You can update the AyaNova client with the edited QuickBooks client information, or the other way, you can update the QuickBooks client with the edited AyaNova client information

 

For example, you might edit in AyaNova the AyaNova client's address and phone number, and want that information updated to the linked QuickBooks client without having to manually edit the QuickBooks client.

 

1. To do this from the client entry screen select AyaNova QBI -> Refresh QuickBooks record

AyaClienttoQBentry1

 

RefreshClient4

 

3. Click on Yes to update the Quickbook's client information to that of the AyaNova client.

RefreshClient3

 

4. It will show Done when completed

AyaClienttoQBentry4