Here is what you'll want to review:

This one is a little more simple and dependent on what information you have in QuickBooks. 

Our recommendation is to simply check a small handful of records within Novi to make sure that information pieces such as email, phone number, billing notes, etc. are showing. 

Even if your spreadsheet information will be overriding things like phone number and billing addresses, the original QuickBooks information should still show in the Details tab of your records at this point in time.

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