QB Integration, restricting certain data from moving from Ayanova to QB Invoice


#1

We are preparing to “integrate” our Ayanova with our QB.

Am concerned that certain internal required data that we include on our Ayanova Service order will end up on QB invoice? How can that information be restricted?:confused:


#2

Hi Frankkollger

You would use the Descriptive Text feature of QBI to set what you do and do not want to show on your QuickBooks invoices - see starting with http://www.ayanova.com/qbi7webHelp/what_is_descriptive_text.htm

Or provide what specific fields you are referring to - you don’t have to give your actual company data that is in the fields you are referring to, but do identify which fields you mean, from where in the AyaNova service workorder entry screen, etc.

  • Joyce