Novi AMS

Learn where to go for QuickBooks help & training.

QuickBooks Help & Training

Learn how Novi's sync with QuickBooks works, including what information is sent to QuickBooks and what information is brought into Novi.

The Novi AMS - QuickBooks Sync

QuickBooks is the System of Record for Accounting

Don't see the account when mapping event tickets or dues rules in Novi? You shouldn't. Did you setup an item in QuickBooks first?

Mapping Accounting to QuickBooks Items (Products and Services) & Accounts

How to navigate the Transactions section in Novi.

The Novi Accounting Transactions Section

Learn how to change a member's name (or a customer's name).

Changing the Name of a Member or Customer

Learn how to customize the payment terms applied to invoices created within Novi AMS.

Setting Payment Terms in Novi AMS

Learn how to edit or create new Payment Methods in QuickBooks Online.

Payment Methods in QuickBooks (and Novi AMS)

Receiving a payment on an invoice in the backend of your website.

Learn How to Receive a Payment in Novi AMS

Learn the four most common accounting transaction types used in QuickBooks and Novi - a quick guide for non-bookkeepers.

Cheat Sheet: Four Common Transaction Types

What's the difference?  Why use one vs the other?

QuickBooks Payment vs Sales Receipt

Learn what happens when a credit memo is created in QuickBooks or by Novi AMS.

Credit Memos in QuickBooks

Learn the difference between the Purchaser and the Billable Party when creating transactions (invoices & sales receipts).

Purchaser vs Billable Party

Learn how to change your transaction templates inside of QuickBooks.

Update Invoice & Sales Receipt Templates

Learn how to delete or void transactions (invoices, sales receipts, etc.) inside of QuickBooks.

Deleting Invoices & Other Transactions in QuickBooks & Novi AMS

The Undeposited Funds account is critical to ensuring your bank statements and books can be properly reconciled.

Creating Deposits Using the Undeposited Funds Account

Graphically see how payments and sales receipts should flow through undeposited funds into your bank account.

QuickBooks Deposit Flow Chart

Learn how to have Novi automatically send a billing contact's name to QuickBooks Online so it can be added to the company's transactions.

Adding Billing Contact Names to Invoices and Sales Receipts for Companies

Billing Information Section on Member Records in Novi AMS

Learn why Novi AMS does not support custom transaction numbers and why we strongly recommend against using them.

Custom Transaction Numbers in QuickBooks

Learn how QuickBooks customers can have company and person information while Novi AMS divides records into people & companies.

QuickBooks Customer vs Novi AMS Member Record

Learn about QuickBooks Online Accountant access, why Novi requests access to your account, and how it affects your support requests.

QuickBooks Online Accountant Access (Why?)

Learn about QuickBooks Online Accountant access and how to grant or remove access for Novi AMS.

QuickBooks Online Accountant Access (How?)

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

Incoming QuickBooks Sync: View List of Changes Syncing to Novi AMS from QuickBooks Online

Pete Zimek, CAE

Jenn Norman, CAE

Melanie Dupont

Learn how the two systems work together and what you need to need to know when working in Novi