QuickBooks classes let you see sales and fees by product or by product group. ConnectBooks can send your sales with no classes, with 1 class per category, or with 1 class per item.
Pick how sales are broken down
This is the store's Sales & Fee Breakdown setting. Our support team sets it for you. Contact support to change it.
There are 3 choices:
Summary: no classes.
Category: you give each SKU a category. The category becomes the class in QuickBooks.
Item: ConnectBooks makes a class for each item, using the item name. Only on inventory plans.
It isn't available for Xero stores or Lite plans.
Give a SKU a category
These steps are for stores not linked to an inventory file. Stores linked to an inventory file are on the ConnectStock Mappings tab instead.
Go to Listings.
Open the QuickBooks Mappings tab and click Export.
In the Class Name column, type the category for each SKU. For nested classes, use a colon, like "Kitchen:Knives".
Click Import and upload the file.
On QuickBooks Desktop, you can go up to 5 levels deep, with up to 30 characters per level. When items are subclasses, the item name also counts as a level.
With Item, a category is optional. The item goes under its category only when "Create items as subclasses in QuickBooks" (a store setting) or the "Item as Sub Class" column is on. Otherwise the category alone is the class.
Put items under their category
To make each item a subclass under its category:
Go to Stores & Files and open your store's settings.
On the QuickBooks tab, click Configure Advanced Settings.
Turn on "Create items as subclasses in QuickBooks" and save.
This setting only applies to new listings. For listings you already have, enter Yes in the "Item as Sub Class" column of the QuickBooks Mappings file, then click Import and upload the file.
Want this for only some items? Leave the setting off and use the "Item as Sub Class" column. Enter Yes or No for each SKU, then upload the file.
Frequently asked questions
I don't see Sales & Fee Breakdown in my settings.
Only our support team can change it. Contact support and tell them which option you want.
Why isn't Item one of the choices?
Item is only on inventory plans.
My class name upload failed.
On QuickBooks Desktop, check that each level is 30 characters or less, and there are no more than 5 levels. When items are subclasses, the item name counts as a level too.