Objective:

  • Tin I create classes within QuickBooks Online to then have the classes properly map back to a Clio account?
  • How do I create classes in QuickBooks Online?
  • How can I map classes between QuickBooks Online and Clio?
  • Is there a QuickBooks Online class sync?

Environment:

  • QuickBooks Online

Additional Information:

Only admins in QuickBooks Plus and Advanced can create classes.

For more data on using Classes and Locations in QuickBooks Online, meet here.

For information on how to merge existing Classes with new Classes, run into here.

**The feature volition automatically create Sub-Classes for each user within the Class selected once the feature is set up correctly.**

Procedure:

  1. In your Clio business relationship, under Beak Syncing → Connect to QuickBooks Online → Configure Sync Settings → Export approved bills and recorded payments - you lot can find the 'Track firm users on bills' setting. Screen_Shot_2021-01-29_at_9.08.37_AM.png
  2. Check the box "Include the firm user's proper name in time and expense entries when bills are exported to QuickBooks Online."
    Screen_Shot_2019-09-12_at_8.30.31_AM.png
  3. If this grade dropdown is empty - this requires you to go into your QuickBooks Online account.
    Screen_Shot_2019-09-12_at_8.30.44_AM.png

Once in QuickBooks Online, follow the steps to turn on classes:

  1. Go to the Settings (gear) icon
  2. Click Account and settings
  3. Click Advanced
  4. Click on the Categories section to edit it
  5. Plough On "Rails classes"
  6. Nether "Assign classes" choose One to each row in transaction
  7. Click Save

To create a class:

  1. Go to the settings (gear) icon.
    mceclip4.png
  2. Become to 'All Lists'
    mceclip5.png
  3. Choose 'Classes'
    mceclip6.png
  4. Choose 'New'

    mceclip7.png

  5. Create a Class ( e.g "Business firm staff)
    mceclip8.png
  6. Once the class is created, it should be reflected in the listing beneath.
  7. Refresh your Clio account and you will come across reflected changes - with options to select from your classes dropdown.
  8. Select the grade you just created
  9. Save sync setting.
  10. You volition now be able to acquaintance staff names equally sub-classes automatically in QuickBooks Online

Notation: When using a QuickBooks Online Plus Plan, at that place is a limit of 40 subclasses that will exist able to sync from Clio to QuickBooks Online. To sync unlimited classes please visit QuickBooks Online to upgrade your plan.