To Disconnect:

  1. Within Novi, click on the gear icon in the upper right of the screen.

  2. Click on Association Settings.

  3. On the QuickBooks tab, click the Disconnect from QuickBooks link.

To Re-connect:

1. Novi will display a warning message over all of the admin pages (on the backend) asking you to re-connect to QuickBooks Online. Click the Connect to QuickBooks button on that message.

  • If you do not see this pop-up (in the image below), click on the gear icon and select Association Settings. On the QuickBooks tab, you will see a link to connect to QuickBooks.

2. Authorize Novi to access your QuickBooks data. If you have access to multiple QuickBooks Online accounts, please read the important notes below before proceeding.

  • It is incredibly important that you choose the correct account to connect to. Choosing the wrong account could cause significant damage to the financial data.

    The good news is that the system will guide you into doing this. If an admin tries to connect a Novi site to a different QuickBooks account than the original connection, the system will display an error message - "The QuickBooks company you are trying to connect to does not match the one previously connected to this Novi website. Please verify your QuickBooks company and try again."

3. You may receive this message below, but click 'connect anyway.'

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