Setting Up Classes

Sales orders from Agiliron can be tracked by Class in QuickBooks Desktop and Online.

• To enable class tracking in Agiliron, please contact [email protected].

Once class tracking is enabled in Agiliron, make sure it is also enabled in QuickBooks.

• Create the classes in QuickBooks, the class name must match the sales channel name that was created under Settings > Channels in Agiliron.

• QuickBooks Online Class name example below.

• Once the classes have been created in QuickBooks, perform a sync between Agiliron and QuickBooks to update the Agiliron database with the class information.
• If using QuickBooks Online, navigate to Settings > QuickBooks in Agiliron, click the Set Up tab, and click the "Sync from QuickBooks" button.
• If using QuickBooks Desktop, open the Agiliron Desktop Sync App and select the "Sync QuickBooks Lists to Agiliron" tab and click "Sync to Agiliron".
• Once this step is complete orders are ready to be synced to Agiliron.
• For QuickBooks Online:
• Sales Receipts/Invoices created should have the Class column reflect the Channel it came from when synced to QuickBooks.
• Credit Memo/Refund Receipts should have the Class column reflect the Channel it came from when synced to QuickBooks.
• This is applicable for Sales Returns created from previous Sales Orders in the system - the Channel information from the related Sales Orders is used.
• For QuickBooks Desktop:
• Sales Receipts/Invoices created should have the Class column reflect the Channel it came from when synced to QuickBooks.
• Credit Memo/Refund Receipts should have the Class column reflect the Channel it came from when synced to QuickBooks.
• This is applicable for Sales Returns created from previous Sales Orders in the system - the Channel information from the related Sales Orders is used.
• COGS/Inventory Asset Journal Entry should also have the Class displaying the Channel for that order when synced to QuickBooks.