ConnectBooks lets you group your products for QuickBooks. Category is the field you fill in on ConnectBooks. Class is what that category becomes in QuickBooks.
Add or edit 1 category at a time
Go to Listings.
Click the QuickBooks Mappings tab.
Find the Category column on the right side of the table. Add or edit the category for each product right there.
If your store is linked to ConnectStock, use the Category column on the Product Cost tab instead.
Add categories in bulk with Excel
To set categories for many products at once, we recommend the Excel sheet on the Inventory Settings tab.
On the Inventory Settings tab, click Export.
Fill in the Class Name column for each product.
Click Import to upload the file back in.
What this does
In ConnectBooks: in reports, click Customize, then set Group By to Categories. You see your sales grouped and subtotaled by the categories you set.
In QuickBooks: ConnectBooks creates a class in QuickBooks for each category you set. Reports you run by class in QuickBooks are then organized by your categories as well as by item.
Note: This category is separate from the category on a ConnectStock item. If you use ConnectStock, you have 2 separate fields: the category above, and the ConnectStock item category, which you manage on the ConnectStock item, not in Listings or Inventory Settings.
Frequently asked questions
Which Excel column holds the category?
The Class Name column on the Inventory Settings sheet.
I don't see the QuickBooks Mappings tab.
If your store is linked to ConnectStock, use the Category column on the Product Cost tab instead.
Is this the same as my ConnectStock item category?
No. They are 2 separate fields.