What information syncs from Novi AMS to QuickBooks Online?
Companies:
- Company Name
- Display Name
- Contact Email
- Phone #
- Mobile
- Website
- Fax
- Billing Address
- Shipping Address
- Payment Terms (if entered from the Novi admin, your members cannot select their own payment terms)
- Billing Notes (if entered from the admin, your member’s cannot see your billing notes)
- Associated transactions
- Staff/Sub-Customers
Note - Some items that do not get synced include: Aliases, County, Member Type, Member Status, Member Since Date, Member Expiration Date, Custom Fields, Profile information, Logo and other marketing materials. (there is no such thing in Quickbooks)
Individuals
- First Name
- Last Name
- Display Name
- Professional Contact Email
- Profesional Contact Phone
- Profesional Contact Mobile
- Profesional Contact Fax
- Website
- Billing Address
- Shipping Address
- Payment Terms (if entered from the Novi admin, your members cannot select their own payment terms)
- Billing Notes (if entered from the admin, your member’s cannot see your billing notes)
- Parent – Displayed as a sub-member of the parent company
- Associated transactions (not including the parent’s transaction, only transactions that the individual is personally responsible for paying for)
Note - Some items that do not get synced over include: Custom Fields, Profile information, headshot and other marketing materials.
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What information syncs from QuickBooks Online to Novi AMS?
Companies:
- Display Name
- Contact Email
- Phone #
- Mobile
- Website
- Fax
- Billing Address
- Shipping Address
- Payment Terms (your members cannot select their own payment terms)
- Billing Notes (your member’s cannot see your billing notes)
- Associated transactions
- Staff/Sub-Customers
- Associated transactions
Note - Some items that do not get synced include: Other, Preferred payment method, preferred delivery method, opening balance, attachments. Also, note that adding a company record in QuickBooks and invoicing them for dues in NO WAY updates any member type/status information in Novi. This is why you should add new members through Novi and not vice versa.
Individuals:
- First Name
- Last Name
- Display Name
- Parent Member
- Professional Contact Email
- Profesional Contact Phone
- Profesional Contact Mobile
- Profesional Contact Fax
- Website
- Billing Address
- Shipping Address
- Payment Terms (if entered from the Novi admin, your members cannot select their own payment terms)
- Billing Notes (if entered from the admin, your member’s cannot see your billing notes)
- Parent – Displayed as a sub-member of the parent company
- Associated transactions (not including the parent’s transaction, only transactions that the individual is personally responsible for paying for)
Note - Some items that do not get synced over include: Other, Preferred payment method, preferred delivery method, opening balance, attachments
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