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 using our guided wizard one to entire transaction 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 one to each row in transaction 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 https //docs breadwinner com/quickbooks/invoice configuration for more information note currently, breadwinner does not support pre configuration for the “one to entire transaction” setting using our custom guided wizard refer to this article https //docs breadwinner com/quickbooks/dbh2 invoice to configure classes at the invoice or line item level using our global api refer to this article https //docs breadwinner com/quickbooks/invoice to populate the class field using our global api here’s some additional information the classes configured in quickbooks are stored in the quickbooks metadata object in salesforce, as shown below;