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Cheat Sheet: QuickBooks Settings, Transactions & Objects that sync with Novi AMS

See a quick list of all of the QuickBooks settings, transactions & objects that sync to or with Novi AMS.

Written by Pete Zimek, CAE

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)

Settings 

  • Payment terms

  • Payment methods

  • Sales forms: layout

Sales Forms

  • Custom form styles & default settings

  • Online Delivery

  • Default email message

Miscellaneous

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