Accounting & QuickBooks Online

Leverage the combined power of Novi AMS and QuickBooks Online.

Pete Zimek avatar Melisa Figueroa avatar Jenn Norman avatar
82 articles in this collection
Written by Pete Zimek, Melisa Figueroa, and Jenn Norman
QuickBooks Online & Novi AMS

QuickBooks Help & Training

Learn where to go for QuickBooks help & training.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

What information does Novi sync to QuickBooks Online?

And what does QuickBooks Online sync to Novi?
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

How often does Novi & QuickBooks Online sync together?

Information on how and when your Novi data and data in QuickBooks sync.
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

Mapping accounting to QuickBooks Items (Products and Services) & Accounts

Don't see the account when mapping event tickets or dues rules in Novi? You shouldn't. Did you setup an item in QuickBooks first?
Pete Zimek avatar
Written by Pete Zimek
Updated yesterday

Cheat Sheet: Four Common Transaction Types

Learn the four most common accounting transaction types used in QuickBooks and Novi - a quick guide for non-bookkeepers
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Can I merge customer records in Quickbooks that have sub-customers?

Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Changing the name of a member or customer

Learn where to change a member's name (or a customer's name).
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Novi Guest

Learn why guest checkouts are linked to "Novi Guest" in QuickBooks and other tips for working with guest checkouts.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

The Novi Accounting Transactions section

How to navigate the Transactions section in Novi.
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

Purchaser vs Billable Party

Learn the difference between the purchaser and billable party when created events or Ecommerce transactions (invoices & sales receipts)
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Send a custom email to members with outstanding dues invoices via Novi Groups

Learn how to mass send an email communication to members who still have open dues invoices in Novi.
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

QuickBooks Online Accountant Access

Pete Zimek avatar
Written by Pete Zimek
Updated yesterday
Everyday Transactions

Find invoices that haven't been emailed or printed

Learn how to filter for transactions that have not been emailed or printed inside of Novi and learn how QuickBooks is different.
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

Sending Transactions from Novi AMS & QuickBooks

Learn the differences between emailing invoices & sales receipts from Novi vs QuickBooks Online.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Printing transactions within Novi

Print invoices & sales receipts within Novi, individually or in bulk.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Custom Transaction Numbers in QuickBooks

Learn why Novi AMS does not support custom transaction numbers and why we strongly recommend against using them.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Cheat Sheet: Dues Accounting

Get access to a quick "if this, then that" cheat sheet for handling the most common "one-off" dues billing scenarios that staff encounter.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

QuickBooks Payment vs Sales Receipt

What's the difference? Why use one vs the other?
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Restrict invoicing privileges on the front end of your website

Learn how to set invoicing privileges for your website.
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Determine When a Transaction was Printed or Emailed with the QuickBooks Audit Log

Leverage the QuickBooks audit log to determine when an Invoice or Sales Receipt was emailed or printed.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Printing Receipts vs Invoices & Payments

Learn how to print a receipt of payment in QuickBooks or Novi AMS and what you should be presenting as a "receipt" to your members.
Pete Zimek avatar
Written by Pete Zimek
Updated this week

Deleting Invoices & Other Transactions in QuickBooks & Novi AMS

Learn how to delete or void transactions (invoices, sales receipts, etc) inside of QuickBooks.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Prohibit invoicing privileges for a member with an overdue balance

Learn how to automatically limit a member's ability to request an invoice when that member has a past due balance.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Adding multiple contact email addresses to an invoice

How to send invoices to multiple emails.
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

How can I view invoices over 365 days in QuickBooks Online?

How to find transactions that are 366+ days old.
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Troubleshooting: Fixing Duplicate Transaction Numbers

Learn how to fix duplicate invoice numbers inside of QuickBooks and how to make sure your next transaction number is not a duplicate.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago
Payments & Deposits

Receive a Payment in QuickBooks

Learn how to receive a payment in QuickBooks Online.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Apply an Unapplied Payment

Learn how to apply an unapplied payment inside of QuickBooks Online.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Changing the Deposit Account for Payments

Learn how to change the "Deposit to" account when receiving a payment and perhaps why you might want to leave it as "Undeposited Funds."
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Receive Payment: Novi AMS vs QuickBooks

Learn when to receive payments in QuickBooks Online vs Novi AMS.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Creating Deposits using the Undeposited Funds account

The Undeposited Funds account is critical to ensuring your bank statements and books can be properly reconciled.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Deposit Automatically Created for QuickBooks Payments

Learn when QuickBooks automatically creates deposit records for QuickBooks payments when they settle and when they do not.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Issue Full or Partial Refund from QuickBooks Payments Portal

Learn how to issue a full or partial refund from the QuickBooks Payments portal.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Purchaser Information

View purchaser information on your orders
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Prohibit Credit Card Payments on Invoices Greater than a Certain Amount

Learn how to limit members from paying invoices that are larger than a certain amount.
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Negative Deposit in QuickBooks

Learn how to create a negative deposit in QuickBooks Online.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Troubleshooting: Pending Payment

Learn why a payment or sales receipt may show "pending payment" and not show as funded in your payment processor.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago
Advanced

Adding Custom Messages to Transactions

Learn how to add a custom message to transactions in Novi AMS and QuickBooks.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Credit Memos in QuickBooks

Learn what happens when a credit memo is created in QuickBooks or by Novi AMS.
Pete Zimek avatar
Written by Pete Zimek
Updated this week

Update Invoice & Sales Receipt Templates

Learn how to change your transaction templates inside of QuickBooks.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Changing the Send Invoice Email

Learn how to edit the message that is sent along with invoices that are emailed from Novi AMS.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Setting Payment Terms in Novi AMS

Learn how to customize the payment terms applied to invoices created within Novi AMS.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Closing the books in QuickBooks & how it affects Novi AMS

"Your QuickBooks file has a closing date that is preventing this invoice from being recalculated."
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

Using Departments in QuickBooks & Novi AMS to categorize financial transactions.

Create separate financials for departments.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Credit Memo Report

Learn how to create a report that shows credit memos issued for dues non-renewals, event cancellations, and more.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Invoice Fees

Learn how to add convenience fees to your invoices.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Troubleshooting: Strange name showing on a company's invoice

Learn what might cause strange names to show on a company's invoice and how to remove the name.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Deep Dive: Divide Revenue into Two GL Accounts

Learn how to properly account for revenue from a specific item when it should be split into two accounts.uic
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

QuickBooks Customer vs Novi AMS Member Record

Learn how QuickBooks customers can have company and person information while Novi AMS divides records into people & companies.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago
QuickBooks Payments

Accessing the QuickBooks Payments Portal from within QuickBooks Online

And how to access a list of credit card batch deposits
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Refunding a Dues Payment by Credit Card

Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Batching & Depositing QuickBooks Payments

QuickBooks Payments automatically adds entries to keeps your books in sync with your credit card processing and bank statements.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

How do I fix a declined credit card in Quickbooks?

Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

QuickBooks Payments: Foreign Transactions

Learn how QuickBooks payments accepts credit cards outside of the United States.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Credit Cards can be declined by QuickBooks Payments inside of Novi and approved inside of QuickBooks - even though it's the same processor.

PMT-4000 "Request is invalid" could be caused by AVS settings.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

QuickBooks Payments missing from QuickBooks (and Novi)

Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Credit Card Charge Error During Initial Launch of a Novi AMS site

Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Deep Dive: Passing On Credit Card Processing Fees

Learn why it might not be a good practice to pass along credit card fees to your members.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Deep Dive: Testing QuickBooks Payments Credit Card Transactions

Learn how the Novi team (and you) can test credit card transactions on a staging site.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

QuickBooks Payments vs Stripe Pricing

Learn the difference between QuickBooks Payments and Stripe, including the credit card processing fees they both charge.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

QuickBooks Payments: "We Can't Turn On Payments for You."

What to do when QuickBooks Payments denies your organization.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Processing payments through Stripe

As an alternative to QuickBooks Payments, Stripe provides reliable, secure and simple payment processing.
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago
Troubleshooting

Disconnect & Re-connect Novi AMS from QuickBooks Online

Sometimes it's necessary to refresh your connection with QuickBooks Online... it's much less daunting than it sounds.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Investigating Transactions inside of QuickBooks Online

Where did that invoice/sales receipt/payment come from? Check the audit log...
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Merged company showing duplicate transactions

Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

What should I do if a customer says an invoice is paid but I'm seeing "overdue"?

Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

Too many payment methods showing on the receive payments screen?

Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

"Hold On! You'll lose the current Novi AMS settings if you connect."

What to do if you receive this warning when connecting Novi to QuickBooks Online.
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

QuickBooks Online Gateway Timeout: "Object reference not set to an instance of an object."

How to combat the dreaded QuickBooks Gateway Timeout.
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

"TxnID Cannot Be Linked" error when attempting to cancel an event registration

The "TxnID Cannot Be Linked" error stems from changes made in QuickBooks Online.
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

401 Error?

This simply means that QuickBooks is not letting Novi AMS connect to your company file.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago