If you are new to Novi, we recommend that you check out our getting started guide.
Transactions (2-way sync)
Invoice
Sales Receipt
Payment
Credit Memo
Refund Receipt
Journal Entry
Can only be created in QuickBooks and synced over to Novi
ONLY shows in Novi IF the journal entry is tied to a member/customer record, which is more of a rarity.
Accounting (QuickBooks to Novi)
Chart of Accounts
Items / Products & Services
Products created in Novi are the one instance where items are synced from Novi to QuickBooks
Class
Departments (location)
Settings
Payment terms
Payment methods
Sales forms: layout
Sales Forms
Custom form styles & default settings
Online Delivery
Default email message
Miscellaneous
Tax Rates (QuickBooks to Novi)
Close the books
Chart of Accounts - Enable account numbers
Transaction numbers (Read this if you use custom transaction numbers)