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Supreme Being
Group: Forum Members
Last Login: 10/1/2007 10:04:58 AM
Posts: 118,
Visits: 569
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Background: We provide on-site and walk-in service. For a new walk-in customer I am trying to come up with a way minimize the amount of steps I've encountered in order to check-in a machine for service. In order for us to check-in a new customer I have to first add the customer to QuickBooks, then open the QBI Interface and import the customer to the AyaNova database, close the QBI Interface, open AyaNova, create a work order, close AyaNova, reopen the QBI interface, export the workorder, then I have an invoice in QuickBooks. Maybe I'm going about it all wrong or is this because I'm using the trail version? Is it possible in the purchased-version to create the customer and workorder in AyaNova (Single Point of Entry) then export the data to QuickBooks without having to create the customer in QuickBooks first? Thanks. |
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AyaNova Development & Support
Group: Administrators
Last Login: 11/25/2008 12:38:09 PM
Posts: 105,
Visits: 428
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| You can create the client in AyaNova *first* while the client is in the shop then at a later time create the client in QuickBooks and simply link it to a QuickBooks customer from QBI rather than doing the whole import process at once. Importing client's would more normally be done when you first start using QBI and want to import a bunch of them all at once. The trial version is identical to the paid for version in terms of how the features work. We're working on the next version of AyaNova and the QuickBooks interface now and I'll add a note to look into a single point of entry to cover walk in scenarios like you are experiencing.
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AyaNova Sales & Support
Group: Administrators
Last Login: Yesterday @ 4:59:45 PM
Posts: 1,868,
Visits: 4,328
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| Also, we will be adding additional features to the next generation AyaNova's optional QBI that would include the ability to import clients and parts from AyaNova into QuickBooks - in addition to being able to invoice AyaNova workorders into QuickBooks. [Forum Note: QBI versions 3 & 4 have many more QBI features than QBI 1.2]
- AyaNova Sales & Technical Support
- http://www.ayanova.com
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Supreme Being
Group: Forum Members
Last Login: 10/1/2007 10:04:58 AM
Posts: 118,
Visits: 569
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Thank you both, John and Joyce, for your quick replies! John, I forgot to mention most of the time for 'new' walk-ins we take a deposit... hence the need to have a QB transaction take place while the customer is here. For the time being we will have to work a little more diligently on developing a procedure to allow us to transfer data between the two programs as fast as possible. I have found the QBI transfer works flawlessly and quickly for an existing QuickBooks customer. I have been in the service business a long time and after evaluating four service packages over the last two weeks I am not only impressed with the numerous features offered in the AyaNova software, the in-depth documentation, and your company's philosophy, but even more with your staff. Reading through the forums it's easy to see that what goes in to creating a great product is the people behind it. Now it's time for me to stop chatting and go buy your products. Thanks Again. |
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Posted 11/16/2005 12:12:23 PM
