You can use QuickBooks classes to track income, expenses, or profitability so that you can make proactive decisions in your business. You can use them to track transactions by departments, product lines, or any other meaningful segments in your business.
Using QuickBooks classes in Ignition allows you to have better reporting visibility in QuickBooks. Let's look at how to use QuickBooks classes in Ignition.
Please note: QuickBooks classes are only available on Pro, Pro+ or Enterprise plans. You can set classes on your clients, on services in your library, and on individual services in a proposal. Ignition automatically includes them on the invoices it creates in QuickBooks.
Before getting started, you'll need to have:
Class tracking turned on in your QuickBooks account, set to assign classes to each row in a transaction. In QuickBooks, you'll find this under Settings → Account and settings → Advanced → Categories.
The QuickBooks integration in Ignition is Enabled, set to Automatically create invoices in QuickBooks, with Track classes turned on.
QuickBooks classes in Ignition
Classes are created and managed in QuickBooks. Once class tracking is on in both QuickBooks and Ignition, your QuickBooks classes are available to select.
You can set a class in three places:
Client: applies to every line on that client's invoices.
Service: a default class for a service in your library.
Proposal: a class for a service in one proposal only, without changing your library.
Which class is used
Each invoice line gets one class. Ignition chooses it in this order:
The class set on the service in the proposal, or on the agreed service
The service's default class from your library
The client's class
If a service has no class set, its invoice line uses the client's class.
Set a default class on a service
Go to Services and open a service.
On the Apps tab, choose a Class, then select Save.
Note: Adding a default class to a service also applies to future invoices on existing agreements for that service, unless a class has already been saved on that agreement.
Change the class in a proposal
In the proposal editor, open the service and choose a different Class on the Apps tab. The change applies to this proposal only.
Note: Only the class can be changed for a single proposal. To change the linked QuickBooks service, select Update Services library.
Change the class on an agreed service
After a proposal is accepted, you can update a service's class using Edit service. The new class applies to future invoices.
QuickBooks classes on invoices
Classes in QuickBooks will be visible in the invoice details drawer within Ignition.
Ignition also adds the class to each line of the QuickBooks invoice, following the order in the Which class is used section.
FAQs
Can QuickBooks classes be added, edited or deleted in Ignition?
No, changes to QuickBooks classes can only be made in QuickBooks directly. The changes will then be reflected in Ignition.
Can classes be updated in bulk in Ignition?
No, classes are set one service at a time for now.