For example is that you might edit in QuickBooks the QuickBooks client's address and phone, and want that information updated to the linked AyaNova client without having to manually edit the AyaNova client.
1. To do this from the client entry screen select AyaNova QBI -> Refresh AyaNova record
3. Click on Yes to update the AyaNova's client information to that of the QuickBooks client.
4. It will show Done when completed
