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


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