QuickBooks Class

QuickBooks Classes are used to track Income and Expenses by assigning them to the transactions. When the Class feature is turned ON in QuickBooks, it can be assigned at the transaction level or the line item level.

One to entire transaction:

This setting assigns Class tracking at the transaction level. This means it is applied to the entire Invoice record instead of each product/line item on the Invoice.

One to each row in transaction:

This setting assigns Class tracking at the line item level. This means Classes can be assigned to each product/line item populated in the transaction.

Setting the Class field on the Invoice allows you to use Salesforce Reports to report your income/expenses.

During the Invoice creation from the Standard “New” Invoice Button, you can select the class field value that applies for the entire transaction, as shown in the image below:

During the Invoice creation from the Standard “New” Invoice Button, you can select the class field value that applies for each product/line Item, as shown in the image below:

If you are on the Breadwinner Business plan and use “One to each row in transaction,” you can default the line item class values by configuring it on the Invoice configuration page. See here for more information.

Note: 

Currently, Breadwinner does not support pre-configuration for the “One to entire transaction” setting.

Refer to this article to configure Classes at the Invoice or line item level.

Refer to this article to populate the Class field using our Global API.

The classes configured in QuickBooks are stored in the QuickBooks Metadata object in Salesforce, as shown below;