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.
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 members 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
Professional Contact Phone
Professional Contact Mobile
Professional 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