An example of the situation when you would use the automatic link (map) feature of QBI is:
| 1. | You previously used a really old version QBI v1.2.2.0 with AyaNova CE 1.9.4.4 |
| • | But you have now upgraded to the latest AyaNova |
| • | You have imported your AyaNova CE 1.9.4.4 data into the latest AyaNova |
| • | Now you need to link the previously imported and linked AyaNova data to that of your QuickBooks company data file again for use with QBI. |
2. You have manually entered in clients, parts, rates, vendors with the same name/number into your AyaNova database as that in your QuickBooks
| • | Automatic linking will compare names of each object and link that which it most believes is correct. |
The automatic link does not update information from one object to the other - it links the two objects only.
The automatic link feature compares the QuickBooks object name to that of a corresponding AyaNova object.
The automatic link does not compare other fields of information for the object - only the name.
The fields that are compared during Auto-Link
The automatic link feature will compare the following field of data between the two objects and than automatically link if they are the same:
QuickBooks customer entry AyaNova client entry
Company Name Client Name
QuickBooks vendor entry AyaNova vendor entry
Vendor Name Vendor Name
QuickBooks Item entry AyaNova Part entry
Item Name/Number Part Number
QuickBooks Item entry AyaNova Rate entry
Item Name/Number Rate Name
To automatically link AyaNova objects with QuickBooks objects of the same name is just selecting the Auto Link menu option:
| 1. | If not already viewing the Map & Import screen select the menu Tools -> Map & Import from the QBI main screen |
| 2. | Select what type of object you wish to map & import by selecting the menu Object <In the following screenshot we have selected to map & import Clients> |
3. Select the menu option Auto Link
4. AyaNova objects now linked will display the link symbol 
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 unless you exit out of QBI and restart it, or you refresh the connections.