Skip to main content
All CollectionsNovi AMS & QuickBooks Online OverviewQuickBooks Online & Novi AMS: What Admins Need to Know
Incoming QuickBooks Sync: View List of Changes Syncing to Novi AMS from QuickBooks Online
Incoming QuickBooks Sync: View List of Changes Syncing to Novi AMS from QuickBooks Online

See the last 24 hours of realtime Novi updates from QuickBooks Online.

Melanie Dupont avatar
Written by Melanie Dupont
Updated over a month ago

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


Sync Manually

Updates made in QuickBooks can take a few minutes to display in this list. While a manual sync is not normally necessary, there are, however, a few scenarios in which you may want to run a sync:

  • QuickBooks settings changes

  • Tax Rate changes

  • QuickBooks has been disconnected

These changes will also be synced every 6 hours even if no manual sync is run.

Note: Changes from a manual sync will not appear in the sync queue on this page.

To initiate a Manual sync, click the Sync Manually link in the upper right corner:

Sync Manually Link in upper right corner of QuickBooks Sync Page


Did this answer your question?