From time to time, company records end up as people records and vice versa. You used to have to reach out to the Novi AMS team to get this resolved. You can now resolve this on your own!

  • On the member record, visit their settings tab.

  • Scroll down to 'Advanced' and click 'the customer is actually a person/company.'

  • You will receive a warning message that selecting this will change the record in both Novi and QuickBooks Online. If you still wish to proceed, click OK.

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