General QuickBooks Online Resources

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

Jenn Norman, CAE avatar
Written by Jenn Norman, CAE
Updated over a week ago

Setting-up QuickBooks Online:

Find the plan that's right for you. The majority of our customer 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
Transaction pro importer – migrating excel files into QuickBooks Online

Online QuickBooks Resources:

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.

Novi AMS Online Help

Novi Help Center – Accounting


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