While the audit log shows all activity on your site, the Incoming QuickBooks Sync page will display a more narrow list of near real-time updates that synced over to Novi AMS from QuickBooks Online in the past 24 hours.

Please note that changes may take a minute or so to appear in the list.

View Incoming QuickBooks Sync Page

  1. Navigate to the backend of Novi

  2. Click Accounting in the left-side menu

  3. Select QuickBooks Sync


Incoming QuickBooks Sync Page Functionality

The most recent sync from QuickBooks Online will be listed at the top by default. The list can be sorted by any of the columns by clicking on the column header.

Filter

  • Status

    • Synced

    • Not Synced (Pending & Errors) - hover over errors for more info

  • Type

    • Account

    • Class

    • Credit Memo

    • Customer

    • Department

    • Invoice

    • Item

    • Payment

    • Payment Method

    • Refund

    • Sales Receipt

    • Sales Term

    • Settings

Search

  • Type

  • QuickBooks ID

  • Description

Display Columns

  • Date/Time

  • Type

  • Change Type

  • QuickBooks ID

  • Description

  • Status

  • Sync Message

  • Actions

Print & Export

  • Use the printer icon to print or save the list as a PDF file

  • Use the Excel icon to export the list as a CSV file

Did this answer your question?