Novi AMS

If you are new to Novi, we recommend that you check out our <a href="https://help.noviams.com/accounting-and-quickbooks-online/getting-started-with-novi-ams-for-bookkeepers-accountants" rel="nofollow noopener noreferrer" target="_blank">getting started guide</a>.

- 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.

- 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.

- Products created in Novi are the one instance where items are synced from Novi to QuickBooks

- Chart of Accounts
- Items / Products &amp; Services
  - Products created in Novi are the one instance where items are synced from Novi to QuickBooks
- Class
- Departments (location)

- Payment terms
- Payment methods
- Sales forms: layout

Custom form styles &amp; default settings

- Custom form styles &amp; default settings
- Online Delivery
- Default email message

Chart of Accounts - Enable account numbers

Transaction numbers (<a href="https://help.noviams.com/accounting-and-quickbooks-online/everyday-transactions/custom-transaction-numbers-in-quickbooks" rel="nofollow noopener noreferrer" target="_blank">Read this if you use custom transaction numbers</a>)

- Tax Rates (QuickBooks to Novi)
- Close the books
- Chart of Accounts - Enable account numbers
- Transaction numbers (<a href="https://help.noviams.com/accounting-and-quickbooks-online/everyday-transactions/custom-transaction-numbers-in-quickbooks" rel="nofollow noopener noreferrer" target="_blank">Read this if you use custom transaction numbers</a>)

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

Transactions (2-way sync)

Accounting (QuickBooks to Novi)

Settings

Sales Forms

Miscellaneous