What information syncs over from Novi 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

What information syncs from QuickBooks Online to Novi?

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

Related Article: How often does Novi & QuickBooks Online sync together?

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