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Create a New Product in Novi or Import Existing Products from QuickBooks Online
Create a New Product in Novi or Import Existing Products from QuickBooks Online

Learn how to add products to your Ecommerce store.

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Products in Novi can be anything you sell outside of your membership dues and event tickets. Products can be physical, such as a promotional item or classroom rental, or non-physical, such as a sponsorship or legislative contribution.

There are two ways to add a product to your Ecommerce store:

1. For Existing Products in QuickBooks Online:

If you already have products set up in QuickBooks Online that you want to add to your Ecommerce store, go to Ecommerce > Products > Import Products from QuickBooks.

  • A pop-up modal will display.

  • Select the products and the corresponding categories that you want to import into Novi.

  • Click the Import button at the bottom of the modal.

2. For New Products Being Created in Novi:

To create a new product for purchase:

  • Go to Ecommerce > Products

  • Click the Add Product button.

  • A pop-up modal will display.

  • Click the Save button (Save & Close, Save & Add New, or Save & View) to create the product.

Active Products In Novi

When a new product is added or created in Novi, it is automatically set to Active and available for purchase orders.

  • If the product is set as Shown In Store, it can be purchased from the frontend and backend.

  • You can also choose to remove the product from your online store, marking it as Not In Store, but keeping it set as Active to allow backend admins to place orders.

Deactivate a Product

Products in Novi cannot be deleted, but they can be deactivated. This allows you to remove the product from your store and product list view, but still maintain historical information (and for those times when a product is mistakenly deactivated, it can easily be reinstated by checking it active again!). To deactivate a product, click the down arrow and click Deactivate.

A deactivated product will automatically be removed from the website store and is no longer available for frontend or backend admin purchase orders. If the product is in use as an add-on to dues or an event, a warning will appear reminding you to review and update where the product is in use before being able to deactivate.

Alternatively, clicking the gear wheel at the top right corner of the list and adding the Active column will allow you to quickly deactivate/reactivate products.

To view deactivated products, filter the product list view by Active/Inactive. Filtering to Any will show both active and inactive products. Filtering to Inactive will show only inactive products.

Items of Note

  • As a business practice, we recommend that products are added, or approved to be added, by your bookkeeper first.

  • You can decide if your products appear in your frontend store by using the "Show in Store" toggle.

  • Products are linked to ACCOUNTS in QuickBooks Online. When creating or editing a product in Novi, the Account drop-down will list your accounts in this order:

    1. Income Accounts

    2. Liability Accounts

    3. Other Accounts

  • Products are different than event tickets or dues rules which are linked to an item/product. By adding a product in Novi, you are adding an item/product to a chart of accounts in QuickBooks Online.

  • Bundled items in QuickBooks - QuickBooks allows you to bundle items that you typically sell together. For a number of reasons described in this article, we have decided not to allow Novi's Ecommerce products to be mapped to a QuickBooks bundled item.

Related Articles

  • Novi Product Details - Learn more about the available setup options for your Ecommerce products, including required and optional settings. These options are available for all products - whether they were created in Novi or imported from QuickBooks Online.

  • Novi Product Purchases - View the purchase details of a specific product all in one place: Purchaser, Order Type & Status, Quantity, Price Paid & Discount, and more!

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