Getting started with Quickbooks Online? Here are a few resources and guidelines to get you on your way.

Setting Up QuickBooks Online

Find the plan that's right for you. The majority of our customers use QuickBooks Online ‘Plus’. With the new addition of QuickBooks Advanced, some organizations are opting to upgrade due to its advanced reporting capabilities, but you can compare which option is best for you. 

Migrating Financial Data

• How to migrate your data to QuickBooks Online
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QuickBooks Online Resources

• Test drive QuickBooks before adding your real data (make sure you are not already logged into QuickBooks Online)

• QuickBooks Online 101  - Video Tutorials

• QuickBooks Webinars - Highly Recommended!

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QuickBooks Payments​

• ​How to set-up and use QuickBooks Payments

• Note: You will need to request that AMEX be added as a form of payment. This can be done through QuickBooks Online.

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​​Novi AMS Online Help

• ​Novi Help Center – Accounting