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

  • Journal Entry

    • Can only be created in QuickBooks and synced over to Novi

    • ONLY shows in Novi IF the journal entry is tied to a member/customer record, which is more of a rarity.

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)

SettingsĀ 

  • Payment terms

  • Payment methods

  • Sales forms: layout

Sales Forms

  • Custom form styles & default settings

  • Online Delivery

  • Default email message

Miscellaneous

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