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Accounting & QuickBooks Online
Accounting & QuickBooks Online
Leverage the combined power of Novi AMS and QuickBooks Online.
+2
101 articles in this collection
Written by
Pete Zimek, CAE,
Jenn Norman, CAE,
Melisa Smith
and 2 others
QuickBooks Online & Novi AMS
Getting Started with Novi AMS - For Bookkeepers & Accountants
Hit the ground running with these tips & tricks.
Written by
Pete Zimek, CAE
Updated over a week ago
QuickBooks Help & Training
Learn where to go for QuickBooks help & training.
Written by
Pete Zimek, CAE
Updated over a week ago
Incoming QuickBooks Sync: View List of Changes Syncing to Novi AMS from QuickBooks Online
See the last 24 hours of realtime Novi updates from QuickBooks Online.
Written by
Melanie Dupont
Updated over a week ago
What information does Novi sync to QuickBooks Online?
And what does QuickBooks Online sync to Novi?
Written by
Jenn Norman, CAE
Updated over a week ago
How often does Novi & QuickBooks Online sync together?
Information on how and when your Novi data and data in QuickBooks sync.
Written by
Melisa Smith
Updated over a week ago
Cheat Sheet: Four Common Transaction Types
Learn the four most common accounting transaction types used in QuickBooks and Novi - a quick guide for non-bookkeepers.
Written by
Jenn Norman, CAE
Updated over a week ago
Cheat Sheet: QuickBooks Settings, Transactions & Objects that sync with Novi AMS
See a quick list of all of the QuickBooks settings, transactions & objects that sync to or with Novi AMS.
Written by
Pete Zimek, CAE
Updated over a week ago
The Novi Accounting Transactions Section
How to navigate the Transactions section in Novi.
Written by
Melisa Smith
Updated this week
Using Classes in QuickBooks & Novi AMS
Organize and track transactions at an item level
Written by
Jenn Norman, CAE
Updated over a week ago
Smart Renewal Notices vs. Quickbooks Invoice Only: What You Need To Know!
Trying to decide whether to send a Smart Renewal Notice or a Quickbooks Invoice? Here are our tips!
Written by
Jenn Norman, CAE
Updated over a week ago
Mapping Accounting to QuickBooks Items (Products and Services) & Accounts
Don't see the account when mapping event tickets or dues rules in Novi? You shouldn't. Did you setup an item in QuickBooks first?
Written by
Pete Zimek, CAE
Updated over a week ago
Novi Guest
Learn why guest checkouts are linked to "Novi Guest" in QuickBooks and other tips for working with guest checkouts.
Written by
Pete Zimek, CAE
Updated over a week ago
Does Novi Touch Vendor QuickBooks Records?
Short Answer - We'll only handle customers.
Written by
Melisa Smith
Updated over a week ago
Purchaser vs Billable Party
Learn the difference between the Purchaser and the Billable Party when creating transactions (invoices & sales receipts).
Written by
Pete Zimek, CAE
Updated over a week ago
Changing the Name of a Member or Customer
Learn how to change a member's name (or a customer's name).
Written by
Pete Zimek, CAE
Updated this week
QuickBooks Online Accountant Access (Why?)
Learn about QBOA access, why Novi requests access to your account, and how it affects your support requests.
Written by
Pete Zimek, CAE
Updated over a week ago
QuickBooks Online Accountant Access (How?)
Learn about QBOA access and how to grant or remove access for Novi AMS.
Written by
Melanie Dupont
Updated over a week ago
Everyday Transactions
Create an Invoice
Learn how to create invoices, and when to create invoices in Novi AMS vs QuickBooks Online.
Written by
Pete Zimek, CAE
Updated over a week ago
Learn How to Receive a Payment in Novi AMS
Receiving a payment on an invoice in the backend of your website.
Written by
Melisa Smith
Updated over a week ago
Sending Transactions from Novi AMS & QuickBooks
Learn the differences between emailing invoices & sales receipts from Novi vs QuickBooks Online.
Written by
Pete Zimek, CAE
Updated over a week ago
Printing Transactions within Novi
Print invoices & sales receipts within Novi, individually or in bulk.
Written by
Pete Zimek, CAE
Updated over a week ago
Printing Receipts vs Invoices & Payments
Learn how to print a receipt of payment in QuickBooks or Novi AMS and what you should be presenting as a "receipt" to your members.
Written by
Pete Zimek, CAE
Updated over a week ago
Find Invoices in Novi That Have Not Been Sent or Printed
Learn how to filter for transactions that have not been emailed or printed inside of Novi and learn how QuickBooks is different.
Written by
Melisa Smith
Updated over a week ago
Determine When a Transaction was Printed or Emailed with the QuickBooks Audit Log
Leverage the QuickBooks audit log to determine when an Invoice or Sales Receipt was emailed or printed.
Written by
Pete Zimek, CAE
Updated over a week ago
Custom Transaction Numbers in QuickBooks
Learn why Novi AMS does not support custom transaction numbers and why we strongly recommend against using them.
Written by
Pete Zimek, CAE
Updated over a week ago
QuickBooks Payment vs Sales Receipt
What's the difference? Why use one vs the other?
Written by
Pete Zimek, CAE
Updated over a week ago
Refund Receipt vs Credit Memo
Learn the difference between a refund receipt and a credit memo. Information for Novi AMS customers.
Written by
Pete Zimek, CAE
Updated over a week ago
Why Novi Credits Invoices
Learn why Novi credits invoices, rather than voiding them.
Written by
Melanie Dupont
Updated over a week ago
Restrict Invoicing Privileges on Front End of Website
Learn how to set invoicing privileges for your website.
Written by
Jenn Norman, CAE
Updated over a week ago
Prohibit Invoicing Privileges for Members with Overdue Balances
Learn how to automatically limit a member's ability to request an invoice when that member has a past due balance.
Written by
Pete Zimek, CAE
Updated over a week ago
Deleting Invoices & Other Transactions in QuickBooks & Novi AMS
Learn how to delete or void transactions (invoices, sales receipts, etc.) inside of QuickBooks.
Written by
Pete Zimek, CAE
Updated over a week ago
Adding Multiple Contact Email Addresses to an Invoice
Learn how to send invoices to multiple emails.
Written by
Melisa Smith
Updated over a week ago
Cheat Sheet: Dues Accounting
Get access to a quick "if this, then that" cheat sheet for handling the most common "one-off" dues billing scenarios that staff encounter.
Written by
Pete Zimek, CAE
Updated over a week ago
View List of Members with Open or Overdue Balances
Learn how to pull a list of members who have outstanding balances, including overall balance or specifically for membership dues.
Written by
Melanie Dupont
Updated over a week ago
Send a Custom Email to Members with Open Dues Invoices via Novi Groups
Learn how to send a mass email communication to members who still have outstanding dues invoices in Novi.
Written by
Jenn Norman, CAE
Updated over a week ago
Payments & Deposits
Receive Payment: Novi AMS vs QuickBooks
Learn when to receive payments in QuickBooks Online vs Novi AMS.
Written by
Pete Zimek, CAE
Updated over a week ago
Receive a Payment in QuickBooks
Learn how to receive a payment in QuickBooks Online.
Written by
Pete Zimek, CAE
Updated over a week ago
Apply an Unapplied Payment
Learn how to apply an unapplied payment to an open invoice inside of QuickBooks Online.
Written by
Pete Zimek, CAE
Updated over a week ago
QuickBooks Deposit Flow Chart
Graphically see how payments and sales receipts should flow through undeposited funds into your bank account.
Written by
Pete Zimek, CAE
Updated over a week ago
Deposit Automatically Created for QuickBooks Payments
Learn when QuickBooks automatically creates deposit records for QuickBooks payments when they settle and when they do not.
Written by
Pete Zimek, CAE
Updated over a week ago
Changing the Deposit Account for Payments
Learn how to change the "Deposit to" account when receiving a payment and why you might want to leave it as "Undeposited Funds."
Written by
Pete Zimek, CAE
Updated over a week ago
Creating Deposits Using the Undeposited Funds Account
The Undeposited Funds account is critical to ensuring your bank statements and books can be properly reconciled.
Written by
Pete Zimek, CAE
Updated over a week ago
Issue Full or Partial Refund from QuickBooks Payments Portal
Learn how to issue a full or partial refund from the QuickBooks Payments portal.
Written by
Pete Zimek, CAE
Updated over a week ago
Purchaser Information
Learn how to view purchaser information on your orders.
Written by
Jenn Norman, CAE
Updated over a week ago
Prohibit Credit Card Payments on Invoices Greater than a Certain Amount
Learn how to restrict members from paying invoices with a credit card, if the invoice balance is larger than a certain amount.
Written by
Jenn Norman, CAE
Updated over a week ago
Payment Methods in QuickBooks (and Novi AMS)
Learn how to edit or create new Payment Methods in QuickBooks Online.
Written by
Pete Zimek, CAE
Updated over a week ago
Negative Deposit in QuickBooks
Learn how to create a negative deposit in QuickBooks Online.
Written by
Pete Zimek, CAE
Updated over a week ago
Advanced
Adding Billing Contact Names to Invoices and Sales Receipts for Companies
Learn how to have Novi automatically send a billing contact's name to QuickBooks Online so it can be added to the company's transactions.
Written by
Melanie Dupont
Updated over a week ago
Adding Company Names to Invoices and Sales Receipts for People
Learn how to have Novi automatically send a person's company name to QuickBooks Online so it can be added to their transactions.
Written by
Pete Zimek, CAE
Updated over a week ago
Advanced: Recurring Transactions
How to handle special billing cases, such as recurring transactions for members that are on payment plans.
Written by
Jaime Morgan, CAE
Updated over a week ago
Revenue Recognition for Dues
Learn how to manage your deferred revenue dues accounts with a revenue recognition report.
Written by
Pete Zimek, CAE
Updated over a week ago
Adding Custom Messages to Transactions
Learn how to add a custom message to transactions in Novi AMS and QuickBooks.
Written by
Pete Zimek, CAE
Updated over a week ago
Credit Memos in QuickBooks
Learn what happens when a credit memo is created in QuickBooks or by Novi AMS.
Written by
Pete Zimek, CAE
Updated over a week ago
Update Invoice & Sales Receipt Templates
Learn how to change your transaction templates inside of QuickBooks.
Written by
Pete Zimek, CAE
Updated over a week ago
Changing the Send Invoice Email Message
Edit the message that is sent along with invoices that are emailed from Novi AMS (when using the standard QuickBooks invoice email).
Written by
Pete Zimek, CAE
Updated over a week ago
Setting Payment Terms in Novi AMS
Learn how to customize the payment terms applied to invoices created within Novi AMS.
Written by
Pete Zimek, CAE
Updated over a week ago
Closing the books in QuickBooks & how it affects Novi AMS
Written by
Melisa Smith
Updated over a week ago
Using Departments in QuickBooks & Novi AMS to Categorize Financial Transactions
Create separate financials for departments.
Written by
Pete Zimek, CAE
Updated over a week ago
Credit Memo Report
Learn how to create a report in QuickBooks that shows credit memos issued for dues non-renewals, event cancellations, and more.
Written by
Pete Zimek, CAE
Updated over a week ago
Invoice Fees
Learn how to add convenience fees to your invoices.
Written by
Pete Zimek, CAE
Updated over a week ago
Deep Dive: Divide Revenue into Two GL Accounts
Learn how to properly account for revenue from a specific item when it should be split into two accounts.
Written by
Pete Zimek, CAE
Updated over a week ago
QuickBooks Customer vs Novi AMS Member Record
Learn how QuickBooks customers can have company and person information while Novi AMS divides records into people & companies.
Written by
Pete Zimek, CAE
Updated this week
QuickBooks Online Tips & Tricks
General QuickBooks Online Resources
Getting started with Quickbooks Online? Here are a few resources and guidelines to get you on your way.
Written by
Jenn Norman, CAE
Updated over a week ago
Tips for Categorizing & Matching Transactions in QuickBooks Online
Connecting to your bank and credit card feed can drastically reduce data entry while significantly increasing security.
Written by
Pete Zimek, CAE
Updated over a week ago
Reconciling Bank & Credit Card Statements in QuickBooks Online
The necessary but evil task gets a facelift
Written by
Pete Zimek, CAE
Updated over a week ago
Process a Bounced Check from a Customer in QuickBooks Online
Learn how to process a bounced check in QuickBooks.
Written by
Pete Zimek, CAE
Updated over a week ago
Refund an overpayment via credit card that has already been deposited inside of QuickBooks Online
Information for Novi AMS customers.
Written by
Pete Zimek, CAE
Updated over a week ago
Paying a Credit Card Bill in QuickBooks Online
Written by
Pete Zimek, CAE
Updated over a week ago
View Transactions Older Than 365 Days In QuickBooks Online
Learn how to find and view transactions that are 366+ days old. Information for Novi AMS customers.
Written by
Jenn Norman, CAE
Updated over a week ago
Limited User in QuickBooks
Learn how to designate a person as a "limited" user in QuickBooks Online so that they can edit invoices without seeing full financials.
Written by
Pete Zimek, CAE
Updated over a week ago
Debit vs Credit Cheat Sheet
Written by
Pete Zimek, CAE
Updated over a week ago
QuickBooks Payments
Accessing the QuickBooks Payments Portal from within QuickBooks Online
And how to access a list of credit card batch deposits
Written by
Pete Zimek, CAE
Updated over a week ago
Refunding a Dues Payment
Information for Novi AMS customers.
Written by
Jenn Norman, CAE
Updated over a week ago
Batching & Depositing QuickBooks Payments
QuickBooks Payments automatically adds entries to keep your books in sync with your credit card processing and bank statements.
Written by
Pete Zimek, CAE
Updated over a week ago
Fix a Declined Credit Card in QuickBooks Online
Information for Novi AMS customers.
Written by
Jenn Norman, CAE
Updated over a week ago
QuickBooks Payments: Foreign Transactions
Learn how QuickBooks payments accepts credit cards outside of the United States.
Written by
Pete Zimek, CAE
Updated over a week ago
Credit Cards can be declined by QuickBooks Payments inside of Novi and approved inside of QuickBooks - even though it's the same processor.
PMT-4000 "Request is invalid" could be caused by AVS settings.
Written by
Pete Zimek, CAE
Updated over a week ago
QuickBooks Payments missing from QuickBooks (and Novi)
Written by
Pete Zimek, CAE
Updated over a week ago
Credit Card Charge Error During Initial Launch of a Novi AMS Site
Written by
Pete Zimek, CAE
Updated over a week ago
Find QuickBooks transaction linked to a QuickBooks Payments Transaction ID
Learn how to find the sales receipt or payment related to a credit card charge in QuickBooks.
Written by
Pete Zimek, CAE
Updated over a week ago
Deep Dive: Passing On Credit Card Processing Fees
Learn why it might not be a good practice to pass along credit card fees to your members.
Written by
Pete Zimek, CAE
Updated over a week ago
Best Practices for Covering Credit Card Processing Fees
Industry experts discuss why organizations should absorb credit card processing fees.
Written by
Pete Zimek, CAE
Updated over a week ago
Deep Dive: Testing QuickBooks Payments Credit Card Transactions
Learn how the Novi team (and you) can test credit card transactions on a staging site.
Written by
Pete Zimek, CAE
Updated over a week ago
QuickBooks Payments: "We Can't Turn On Payments for You."
What to do when QuickBooks Payments denies your organization.
Written by
Pete Zimek, CAE
Updated over a week ago
QuickBooks Payments vs Stripe Pricing
Learn the difference between QuickBooks Payments and Stripe, including the credit card processing fees they both charge.
Written by
Pete Zimek, CAE
Updated over a week ago
Processing Payments Through Stripe
As an alternative to QuickBooks Payments, Stripe provides reliable, secure and simple payment processing.
Written by
Melisa Smith
Updated over a week ago
Troubleshooting
Disconnect & Re-connect Novi AMS from QuickBooks Online
Sometimes it's necessary to refresh your connection with QuickBooks Online... it's much less daunting than it sounds.
Written by
Pete Zimek, CAE
Updated over a week ago
Issues Printing Transactions as an Admin
A quick troubleshooting guide on why you may be having troubles printing transactions (or other PDF files).
Written by
Melisa Smith
Updated over a week ago
Investigating Transactions in QuickBooks Online
Where did that invoice/sales receipt/payment come from? Check the audit log...
Written by
Pete Zimek, CAE
Updated over a week ago
Troubleshooting: Validation Exception - Sales Item Line Detail
Learn why you might encounter an invalid reference Id error when creating transactions and how to quickly solve the underlying issue.
Written by
Pete Zimek, CAE
Updated over a week ago
Troubleshooting: Pending Payment
Learn why a payment or sales receipt may show "pending payment" and not show as funded in your payment processor.
Written by
Pete Zimek, CAE
Updated over a week ago
Add Missing Transaction Number to Invoice
How to manually assign a transaction number to an invoice.
Written by
Melanie Dupont
Updated over a week ago
Troubleshooting: Merged Company Showing Duplicate Transactions
Written by
Melisa Smith
Updated over a week ago
Troubleshooting: Fixing Duplicate Transaction Numbers
Learn how to fix duplicate invoice numbers inside of QuickBooks and how to make sure your next transaction number is not a duplicate.
Written by
Pete Zimek, CAE
Updated over a week ago
Troubleshooting: Why don't my Open & Overdue invoice amounts in Novi exactly match QuickBooks?
Written by
Melisa Smith
Updated over a week ago
Troubleshooting: Strange Name Showing on a Company's Invoice
Learn what might cause an incorrect name to show on a company's invoice and how to remove the name.
Written by
Pete Zimek, CAE
Updated over a week ago
Troubleshooting: Customer says an invoice is paid but Novi shows it as overdue
Learn what to do if a customer says an invoice is paid but Novi is showing a status of Overdue.
Written by
Melisa Smith
Updated over a week ago
"Hold On! You'll lose the current Novi AMS settings if you connect."
What to do if you receive this warning when connecting Novi to QuickBooks Online.
Written by
Melisa Smith
Updated over a week ago
QuickBooks Online Gateway Timeout: "Object reference not set to an instance of an object."
How to combat the dreaded QuickBooks Gateway Timeout.
Written by
Melisa Smith
Updated over a week ago
"TxnID Cannot Be Linked" error when attempting to cancel an event registration
The "TxnID Cannot Be Linked" error stems from changes made in QuickBooks Online.
Written by
Melisa Smith
Updated over a week ago
401 Error?
This simply means that QuickBooks is not letting Novi AMS connect to your company file.
Written by
Pete Zimek, CAE
Updated over a week ago