If you are new to Novi, we recommend that you check out our getting started guide.

Transactions (2-way sync)

  • Invoice
  • Sales Receipt
  • Payment
  • Credit Memo
  • Refund Receipt

Accounting (QuickBooks to Novi)

  • Chart of Accounts
  • Items / Products & Services (Products created in Novi are the one instance where items are synced from Novi to QuickBooks)
  • Class
  • Departments (location)


  • Payment terms
  • Payment methods
  • Sales forms: layout

Sales Forms

  • Custom form styles & default settings
  • Online Delivery
  • Default email message


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