Fix Missing Novi API Unique ID and QuickBooks Customer ID for Invoice Syncing

Fix Missing Novi API Unique ID and QuickBooks Customer ID for Invoice Syncing

1. Identify the sync error 0:01

• If an invoice sync fails with a message about a missing QuickBooks customer ID and Novi API unique ID, the company profile is missing the two IDs required for the integration.

• This usually happens when the company was manually added instead of coming through single sign-on (SSO).

• Companies created through SSO typically have these IDs attached automatically.

2. Find the company record in Companies 0:29

• Close the error message.

• Go to Companies and locate the affected company.

• In the company list, check the columns on the right to confirm whether the company has: 

  • Novi API unique ID

  • QuickBooks customer ID

• If either field is blank, that company record needs to be updated.

3. Open the company and edit additional information 1:06

• Click Edit on the company record.

• Scroll to Additional Information.

• Find the fields for: 

  • Novi API unique ID

  • QuickBooks customer ID

• These are the values that must be added manually for companies that were not created through SSO.

4. Copy the IDs from Novi 1:18

• Open the company in your Novi account.

• Go to Settings for that company.

• Copy both values: 

  • API unique ID

  • QuickBooks ID

• Paste each value into the matching fields in the company record.

5. Save and re-sync the invoice 1:39

• Save the updated company record.

• Re-sync the invoice to Novi and QuickBooks.

• Once both IDs are present, the integration should work successfully.

Link to Loom

https://loom.com/share/26111bae48eb49adbd62ea848d551ce7