This section will overview the easy steps to import QuickBooks data (whether it be customers, vendors or items) into AyaNova.
| • | 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. |
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 steps 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 unless you exit out of QBI and restart it, or you refresh the connections.