If you use Classes in QuickBooks and would like them to use them when pushing transactions from Knowify, you can map a Class to each job in Knowify’s QuickBooks module. First, you’ll want to go to your QuickBooks module under “Job Defaults”:
You’ll see that there is a list of your jobs below, and the ability to set a class to each one. For this example, we’ll use the example “Brian’s Boats” and set the “Commercial” Class to it:
This way, when you create Expenses, Bills, or Invoices against this job in Knowify, it will use the “Commercial” tag when syncing with QuickBooks.
Invoice Synced to QuickBooks:
Bill Logged in Knowify:
Bill Synced to QuickBooks:
If you have more questions on how this works, please reach out to firstname.lastname@example.org and our team will be happy to help.