Here is how to review:

For this portion, all you'll need to do is confirm that Novi and QuickBooks Online show the same number of customers.

*Please note, your Novi site will not show any members in any member types as this video shows. That will come for you once the members spreadsheet has been imported.

Written Instructions:

  • In Novi, scroll to the bottom of your members list and take note of the number of customer records. In our example, notice that Novi shows 437 records.

  • Then, navigate to your Sales > Customers (or Members) page inside of QuickBooks Online.

  • In the right-hand gear icon at the top of the Customers list, be sure that "Include Projects" is checked if you utilize projects in QuickBooks Online.

  • Then, scroll to the bottom of your Customers or Members page (still in QuickBooks). Click "Last" to be taken to the last page. The number of customers should match what is in Novi.

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